Overview There maybe times when you wish to unallocate stock from an order, for example to fulfill more urgent orders. The process is described in the video below and there are written instructions beneath: Steps Go to [Despatch | Back Order ...
Found in: Backorder Management
Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses
Overview You can setup quantity price breaks in Price Lists so that the number of items the customer buys will determine how much they pay for the items. A step by step guide can be found below the video. Steps Ensure the Price List is in Edit mode. ...
Found in: Pricelists
Overview The latest update will switch off auto-populate stock for any systems with over 1000 stock items. This means you will need to either use the filter options above the grid or use the percentage sign to populate the grid prior to using the ...
Found in: Getting Started with Stock
Overview Updating Stock items using the Import Tool Specification This can be done using the inbuilt data import tool in [System Setup | Data Imports]. There is only one mandatory column as detailed below plus as many columns as you wish to update. A ...
Found in: Getting Started with Stock
Overview You may want to see stock on hand when reordering to influence how many stock items to order from the supplier. Usage To see the current availability of stock, relative to the previous monthly averages you can follow the below steps: On the ...
Found in: Reordering & Suppliers
Overview The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users