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 This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Found in: Addresses & Delivery
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
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 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 The below will show you how to add a minimum order quantity for purchase orders at a supplier level E.g. a Purchase Order needs to be £500 or it needs to be x amount of units Usage There is the option of having individual items from a ...
Found in: Pricing
Problem I need to add the same products from one price list on to a new price list but at a different price. Is it possible to duplicate a price list? Solution Yes, using grid exports you can create a duplicate a price list. Follow the steps below to ...
Found in: Pricelists
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 This video explains where you can see how the Stock Value of a Stock Item has been calculated. A step by step guide can be found below the video. Steps Open the Stock Item Record. Ensure that you are in the Properties tab. Use the Actions ...
Found in: Pricing
Overview This video will show you how to order and, if necessary, drop ship an out of stock item. A step by step guide can be found below the video. Steps Ensure the sales order is saved. Green select the item(s) that require ordering. Use the ...
Found in: Drop Shipping
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 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 may want to book stock in, updating your accounts and supplier statement, without making that stock available for sale. This may be because it is a pre-release item, or because you have additional work to do prior to making it available ...
Found in: Reordering & Suppliers
Overview You can use Apply Value Range to apply a purchase order discount against the full value of an order rather than individual lines. Usage From within the Purchase Order (in edit mode): Green select all of the rows of stock items. Click in to ...
Found in: Creating Purchase Orders
Overview It is possible to import your stock items into KCC, this video explains the process. A detailed step by step guide can be found here, KCC Data Import Guide. A list of the available fields can be found here Stock Data Import Map. .
Found in: Getting Started with Stock