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 video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
Overview The following guide explains how to remove a single stock item from a build relationship. This may be due to a newly discontinued item that was previously part of a build or simply a change in what items are included in the build. Usage Go ...
Found in: Packs & Builds
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 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 An example where you may want to do this, is when there has been a recent change in your buy/sell price of a stock item. Step By Step In order to update the details of a stock item after the primary data import, you can follow the ...
Found in: Getting Started with Stock
Overview You can see the products on active quotes and how many items are assigned in the reports section of the system. Steps Go to Product Item Sales report in the Reports section of the system, In the Filter section toggle on Quotations
Found in: Reporting
Overview You may want to Discontinue a Stock Item, this will not affect Sales Order History of that item. It is not possible to delete a stock item once it has been used on sales and purchase orders. Usage To discontinue an item follow the steps ...
Found in: Getting Started with Stock
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