Minimum Quantity is used to ensure you have the specified quantity in stock for any given day. The Inventory Manager will calculate the quantities ordered and required and adjust the quantity to be purchased so the minimum quantity is achieved. This minimum quantity is the total stock quantity for any […]
Suppliers
Add Suppliers Navigate to Stock Management/ Suppliers. – Click on Add a Supplier. – Enter the suppliers Details – Select the items you purchase from this supplier from the list on the right hand side. (when set up is complete all inventory items should have a supplier assigned) – Click Save when complete. Set Default Suppliers […]
Add a Purchase Order
Add a Purchase order manuallyClick on the menu Add Purchase Orders to manually create a purchase order. 1. Start typing the name of the supplier in the search by suppliers name text box. 2. Select the suppliers’ name. The items you purchase from this supplier will be listed. 3. Add quantities for each item. […]
Receivables
Receivables shows the details of the completed purchase orders. These are used to verify the quantities and the purchase costs quoted. Navigate to Stock Management/ Receivables– 1. Select a Date range, if required 2. Click on the eye icon in the view column of the purchase order you require and […]
Purchase Orders
Generating Purchase Orders Navigate to Stock Management>Stock Levels(For the Stock Manager to give the correct quantities Stock on Hand should be kept up to date by a stock taking process) The Date:Only change the date in the date selector if you also wish to order items in the current orders […]
Stock on Hand
ADMIN PANEL:Navigate to Stock Management/ Stock on Hand.This page displays the item names and the stock quantity available for each item.
Stock Levels
The Stock Levels page displays the quantities and processes to generate purchase orders. In the above image the Avocado has red coloured text to denote that a purchase order has been generated and the stock is pending. The quantity now needs to be entered via Stock Received. The column descriptions […]
Price Lists
You can access price lists via the reports menu.Pricelists can be exported in csv or pdf format. They can also be emailed to selected clients.To email the price list that a customer has been assigned to Click on the mail icon for the relavant price list. Select the customers you […]
Types of Reports
Click on the Reports in the main menuThe reports include Sales By Item Sales By CustomerClient ListProfit Margin Days Since Last Order Select any date range you require and either click on the view button to display the results onscreen or clcik on the PDF icon to download a file.
Upload Categories
Categories can also be added and assigned by entering the category name into the Category field in the inventory.csv file and uploading it on the customer export/ import page. NOTE: Ensure the category exists prior to uploading the customer.csv file.If the category does not exist or the spelling does not […]