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Summary

News

Use this section to edit and manage your News (Blog) posts. These posts will be output within the...

Updated 10 months ago by Mike

Receiving Goods without a Purchase Order

Goods In Best Practice

Best Practice Sometimes, a product will be delivered unexpectedly; this may be alongside another...

Updated 10 months ago by Mike

Receiving Goods via Manual Count

Goods In Best Practice

We recommend using barcode scanners to receive goods When receiving items, simply increase the '...

Updated 10 months ago by Mike

Receiving Goods via Barcode Scan

Goods In Best Practice

Best Practice Filter the Goods In screen as normal, to the Store and Supplier of your choice. Ad...

Updated 10 months ago by Mike

Where to receive goods

Goods In Best Practice

Best Practice We recommend that all Stores are set up with a 'Received' stock location; click he...

Updated 10 months ago by Mike

Recommended Setup - Stores and Stock Locations

Stores

This page is not intended to act as iron clad rules, rather as a general guide. Your specific set...

Updated 10 months ago by Mike

Supplier Return (Detail)

Supplier Returns

Use the tick boxes to process the Supplier Return line item (it is possible to have multiple it...

Updated 10 months ago by Mike

Create a new Stock Transfer

Stock Transfers

  1. Click here to select your source Store 2. Use the other filters as appropriate, includin...

Updated 10 months ago by Mike

Summary

Stock Transfers Stock Transfer (Detail)

From this screen you can manage an individual Stock Transfer. You can also receive stock on a St...

Updated 10 months ago by Mike

Audit History

Stock Transfers Stock Transfer (Detail)

The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp ...

Updated 10 months ago by Mike

Stock Transfer Notes

Stock Transfers Stock Transfer (Detail)

A user may add notes to a Stock Transfer here.  Use the controls to add a note or a task.

Updated 10 months ago by Mike

Status

Stock Transfers Stock Transfer (Detail)

The Stock Transfer status is set automatically based on a variety of things within the Stock Tr...

Updated 10 months ago by Mike

Header

Stock Transfers Stock Transfer (Detail)

Use this screen to view and manage key information about the Stock Transfer. This information ...

Updated 10 months ago by Mike

Stock Transfer Lines

Stock Transfers Stock Transfer (Detail)

Use this section to view and update Stock Transfer lines. This shows essential information, and...

Updated 10 months ago by Mike

Purchase Order Notes

Purchase Orders Purchase Orders (Detail)

A user may add notes to a Purchase Order here.  Use the controls to add a note or a task. Sup...

Updated 10 months ago by Mike

Stock Terminology

General Stock Management

Current Stock This list applies to units which are currently in the business. These terms are us...

Updated 11 months ago by Mike

Summary

Stock Transfers Needed

This screen shows a list of all required Stock Transfers, as well as producing a shortcut to thei...

Updated 11 months ago by Mike

Orphan Stock and Stock Matching

General Stock Management

Orphan Stock Orphan stock occurs when a unit of stock becomes disassociated from its original ...

Updated 11 months ago by Mike

Summary

Purchase Orders Purchase Orders (Detail)

The Purchase Order Detail page displays all of the information relevant to the Purchase Order, al...

Updated 11 months ago by Mike

Audit History

Purchase Orders Purchase Orders (Detail)

The audit history shows a log of all actions taken on a Purchase Order, along with a timestamp ...

Updated 11 months ago by Mike