Overview This video will show you how to set up your level 1 stock types. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Level 1: Type Types line to open the table. Enter Edit Mode. Use ...
Found in: Getting Started with Stock
Overview This video will show you how to set up your level 4 stock types. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Level 4: Sub Type (additional) line to open the table. Enter ...
Found in: Getting Started with Stock
Overview This video will show you how to set up your level 3 stock types. This level is optional and is only used if stock type level 4 has been used. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double ...
Found in: Getting Started with Stock
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 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 The below will show you how to view movements against a stock item, which can be used to determine when the item went out of stock. Usage The best way to check this would be using the steps below: Open your Stock Item. Select the Movements ...
Found in: Booking In & Levels
Overview The below will show you how to see you stock levels for a given date. Usage This is possible, however, the system will use the current stock value. The stock levels will be correct. Go to [Accounts | Stock Value]. Set the date filter to: ...
Found in: Booking In & Levels
Overview The following video explains how you setup dropship functionality so that the system behaves as you require. There are step-by-step instructions below the video. Steps Open System Setup. Open System Values. Click on the Sales tab. Click on ...
Found in: Drop Shipping
Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...
Found in: Creating Customer Returns
Overview This video will show you how to see the back order requirements for a stock item. A step by step guide can be found below the video. Steps Open the item's Stock Record. Using the Actions menu, select Back Orders. The Back Orders Management ...
Found in: Backorder Management
Overview There are several steps required to perform a stock take, the following steps are a suggestion only. Usage Pause the import of sales orders from the channels. In the Channels screen for each of your channels, toggle the Don't import orders ...
Found in: Stock Adjustments
Overview The below will show you the options of how to see what relationships a stock item belongs to. Usage In your [Stock Items] list screen, it is possible to filter for a specific relationship type, i.e. Move With or Build. It will not display ...
Found in: Packs & Builds
Overview The below will show you how to view stock levels across multiple sites for a stock item. Usage This can be done via two methods: Method One Open the stock item record. Click Actions and select Show Site Levels. Method Two Open the [Stock ...
Found in: Sites
Overview There may be time you need to adjust the quantity of stock into the system, in doing so, this will update the stock nominal. To do this you must have either imported or manually created your stock in the system along with the stock value. ...
Found in: Stock Adjustments
Overview You can show images of stock items on your documentation, this video explains how you set this up: Steps If you want to add Images to Documents Go to [System Setup | Document and Email Settings]. Switch on the 'Show Images' Toggle. Click ...
Found in: Documents