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 […]
Assign a Category
Categories are used to group stock items into groups and are displayed in the mobile phone app whensearching for products to add to your custom product list. Grouping your inventory into categories will make it easier for your customers to find similiar type items. Each inventory item should be assigned […]
Add a Category
Categories are used to group stock items into groups and are displayed in the mobile phone app when searching for products to add to your custom product list. Grouping your inventory into categories will make it easier for your customers to find similiar type items. To add a category navigate […]
Users & Roles
Shows a list of users that have been added to the system. It lists their username, email address, user type (privileges) and status. Add User Create users with individual logins and privileges. When creating a user you can choose between Standard, Standard Plus and Administrator. To add a user navigate […]
Add an Order – Admin
Used to manually Add an Order into the system that was received either by email, phone, fax, text or voice mail. ▪ Start by typing the first letter of the customer’s name you need to enter an order for. A list will appear under the search box with customer’s names […]