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Summary

Customers

Updated 1 day 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 3 days 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 3 days ago by Mike

Inventory

Categories Products

This tab is used to manage Variants and Unique Stock Records. This contains all of the essentia...

Updated 3 days ago by Mike

Summary

Stocl Transfers Needed

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

Updated 3 days 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 3 days ago by Mike

Purchase Order Lines

Purchase Orders Purchase Orders (Detail)

This section will show a list of Order Products, which are separated into individual Purchase O...

Updated 4 days ago by Mike

Purchase Orders (List)

Purchase Orders

From here you can add, edit and manage Purchase Orders. Key to icons = an open Purchase Order ...

Updated 4 days ago by Mike

Header

Purchase Orders Purchase Orders (Detail)

Use the Purchase Order header to amend essential information regarding the Purchase Order. ...

Updated 4 days ago by Mike

Purchase Order Status

Purchase Orders Purchase Orders (Detail)

The Order Status is set automatically based on a variety of things within the Purchase Order. ...

Updated 4 days 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 4 days ago by Mike

Purchase Order Notes

Purchase Orders Purchase Orders (Detail)

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

Updated 4 days ago by Mike

Print Information

Purchase Orders Purchase Orders (Detail)

Use these buttons to print essential information regarding the Purchase Order. Print Purchase ...

Updated 4 days ago by Mike

Action Buttons

Purchase Orders Purchase Orders (Detail)

Use these buttons to take actions on the Purchase Order. Possible Actions Update This will u...

Updated 4 days 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 4 days ago by Mike

Summary

Required Orders

View all items required to fulfil Sales Orders. Criteria Sales Order lines will display here ...

Updated 1 week ago by Mike

Creating Purchase Orders via Required Orders

Required Orders

Apply Filters 1. Filter the screen by 'Store' (optional) 2. Filter the screen by 'Supplier' (...

Updated 1 week ago by Mike

Summary

File Manager

The File Manager allows you to upload and organise files directly within your website. You can cr...

Updated 1 week ago by Mike

Summary

POS Shortcuts

Use this screen to add POS Shortcuts. These may be existing or unlisted items.  Setup Existing ...

Updated 1 week ago by Mike

Summary

Device Setup

Use this screen to set up your hardware integration.  Star Printers Star Printers may be used t...

Updated 1 week ago by Mike