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 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 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 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 If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
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 When using the Back Order Manager you can easily filter the grid by the current stock item. This video explains the process and there are written instructions below: Steps Go to [Despatch | Back Order Manager]. Click the stock Item you wish ...
Found in: Backorder Management
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 Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started
Overview It is possible to view all your sales for stock items by Level 2 Stock Type using the Product Type report. A step by step guide can be found below the video. Steps In Reports, open the Product Type Sales report. Use the Filters button to ...
Found in: Reporting
Overview This video explains how you setup stock attributes for each of your sites, for example, Minimum Level, Safe Level and Location in that site. The step by step instructions are below the video. Steps Go to the stock item you wish to set site ...
Found in: Sites
Overview It is possible to limit which items can be sold when using a keycode. This video explains how you set this up, and a step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Turn on the Restrict Stock ...
Found in: Keycodes
Question/Problem If a customer has paid for a sales order but we don't have stock, why can we not allocate the full payment? Resolution/Solution This is to do with how your system values have been set up and the steps below should resolve this issue. ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how you create a build stock item, adding the child items and other options available. A step by step guide can be found below the video. Steps Create a stock controlled build parent item. Go to the Relationships tab. ...
Found in: Packs & Builds