Overview The following explains how to add the buy and sell price and stock value to a stock item. The buy price is the price we pay when purchasing the stock items from the supplier. The sell price is the default price the customer is going to pay ...
Found in: Pricing
Overview It is possible to setup surcharges for individual products, for example if there is additional packaging or handling that incurs additional costs. This charge is added to the main delivery charge when the products are added to the sales ...
Found in: Pricing
Overview You can add a long description against a stock item giving the user more details about the product, for example washing instructions, other sizes, related items etc. There are step by step instructions below the video. Steps Open the stock ...
Found in: Getting Started with Stock
Overview The following explains how to add the location that a stock item is stored in. This is then printed on Pick Tickets so that the warehouse operative knows where to go and find the item to pick. Usage Open the stock item if the item is not ...
Found in: Sites
Overview There are different methods of creating a Purchase Order which are explained in this video. A step by step guide can be found below the video. From the Reorder Report: In Stock Tools, open the Reorder Report. Use the Filters button to turn ...
Found in: Creating Purchase Orders
Overview The following explains how to add the safe and minimum levels to a stock item. They are used to help you decide when you wish to reorder the items. Usage Open the stock item if the item is not already open. Make sure you are in the ...
Found in: Booking In & Levels
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Overview This video shows how you can setup a Special Offer to automatically add items to sales orders. You can configure this to add different quantities so the customer can decide whether they wish to purchase the items or not. A step by step guide ...
Found in: Special Offers
Overview This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need ...
Found in: Quotations & Proformas
Overview The following explains how to add the dimensions (height, width and depth) and also the weight to a stock item. This can be used when deciding which courier to use, how much to charge and when picking and packing. Usage Open the stock item ...
Found in: Getting Started with Stock
Overview The first Keycode a customer uses is called their source Keycode. Marking a Keycode as a Source Keycode means that it is available for selection when you're creating a new customer. You can then use the information gained from the source ...
Found in: Keycodes
Problem/Question How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services
Overview This video explains how you add stock items to a Supplier Return. A step by step guide can be found below the video. Steps Ensure the Supplier Return is in Edit mode. Use the New Item button to add the item(s) being returned from the Stock ...
Found in: Creating Supplier Returns
Overview This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Found in: Payments & Pricing