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Summary
Use this screen to add POS Shortcuts. These may be existing or unlisted items. Setup Existing Product Simply use the 'add shortcut' button to add a new shortcut. In the Product field, enter the name or SKU of an existing Product; the remaining fields will...
Summary
The File Manager allows you to upload and organise files directly within your website. You can create directories to keep your content structured and easy to manage. Uploaded files, such as images, documents, or other media, can be linked or embedded througho...
Creating Purchase Orders via Required Orders
Apply Filters 1. Filter the screen by 'Store' (optional) 2. Filter the screen by 'Supplier' (optional) 3. Click "Submit" Create Purchase Orders 4. Select multiple products to order 5. Toggle lines to be drop shipped (DHD) directly to the Customer...
Summary
The Purchase Order Detail page displays all of the information relevant to the Purchase Order, allows the user to process it, add notes, receive lines, etc. Page Breakdown This is one of the most complex pages within IXO Commerce. Below is a breakdown of the...
Purchase Order Status
The Order Status is set automatically based on a variety of things within the Purchase Order. These can be used to filter the list of Purchase Orders. A List of Statuses These statuses have an impact on the function of the system. For example, it is impos...
Header
Use the Purchase Order header to amend essential information regarding the Purchase Order. Field Purpose Supplier The Supplier linked to this Purchase Order This field is locked and can not be changed Invoice Store The invoice...
Action Buttons
Use these buttons to take actions on the Purchase Order. Possible Actions Update This will update and save any changes made to fields in the Purchase Order Header. Auto Populate Order Only shows on Open Purchase Orders Press this to automatically popul...
Purchase Order Lines
This section will show a list of Order Products, which are separated into individual Purchase Order Lines. Field Purpose Product The Product Name and SKU Code Qty Ordered The quantity ordered from the Supplier Qty Allocated Th...
Print Information
Use these buttons to print essential information regarding the Purchase Order. Print Purchase Order This will produce a PDF of the Purchase Order. The 'title' field will pull from the 'Manufacturer's Product Name' field, if one has been entered against t...
Purchase Order Notes
A user may add notes to a Purchase Order here. Use the controls to add a note or a task. Supplier Notes Anything entered in the 'Supplier Notes' field against the Supplier will be copied into a Purchase Order note whenever a Purchase Order is created. T...
Audit History
The audit history shows a log of all actions taken on a Purchase Order, along with a timestamp and who took the action.
Summary
This screen is used to complete a Stock Take within your system. If incorrectly handled, a Stock Take may have major impact on stock availability and the value of your Stock Holding. There are three ways to complete a Stock Take: Stock Take via a CSV Sto...
Stock Take via CSV
A full history of Stock Takes will be found within the Stock History report. There is a separate record of Stock Discrepancies. Choose your Store and Location 1. Choose the Store to Stock Take Tip: Filtering by Store is mandatory, filtering by Location ...
Stock Take in Browser
An in browser stock take should be managed either via a manual count, or through barcode scanning. Regardless of these choices, the process is very similar. A full history of Stock Takes will be found within the Stock History report. There is a separate re...
Stock Take via Barcode Scanner
An in browser stock take should be managed either via a manual count, or through barcode scanning. Regardless of these choices, the process is very similar. A full history of Stock Takes will be found within the Stock History report. There is a separate re...
Summary
This screen shows a list of all required Stock Transfers, as well as producing a shortcut to their creation. Simply filter to the appropriate source/destination store, then select the lines that you wish to transfer; the confirmation button is at the bottom o...
Recommended Setup - Stores and Stock Locations
This page is not intended to act as iron clad rules, rather as a general guide. Your specific setup may vary, but it is important to understand some of the underlying logic behind these decisions, and how your systems can adapt to the real world realities of y...