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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...
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Dropship Purchase Orders (Direct Home Delivery)
A dropship Purchase Order (also known as Direct Home Delivery) is a Purchase Order where the Supplier will deliver directly to the Customer. For Dropship to be available on a Sales Order, the following prerequisites must be met: there must be a delivery a...
Summary
Use this screen to receive goods into your Stores. When receiving stock, you will select a single stock location; all stock will be received into this location. See Iconography's recommended setup for more information. Actions Button Purpose ...
Stock Transfer - Summary View
This screen will show you a list of all of your Stock Transfers. From this screen, it is possible to filter the Stock Transfers by Status, Source Store, Destination Store, or to search for a Stock Transfer ID. Actions Print Picking List Select multiple St...
Create a new Stock Transfer
1. Click here to select your source Store 2. Use the other filters as appropriate, including Location, Category, Collection, Brand and Supplier 3. Click "Update" to apply the filters 4. Select your destination Store; this will default to an interna...
Summary
From this screen you can manage an individual Stock Transfer. You can also receive stock on a Stock Transfer via the Goods In screen Page Breakdown Status Header Stock Transfer Lines Delivery Stock Transfer Notes Audit History
Audit History
The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp and who took the action.
Stock Transfer Notes
A user may add notes to a Stock Transfer here. Use the controls to add a note or a task.
Status
The Stock Transfer status is set automatically based on a variety of things within the Stock Transfer. These can be used to filter the list of Stock Transfers A List of Statuses Status Purpose Open While a Stock Transfer is Open, mo...
Header
Use this screen to view and manage key information about the Stock Transfer. This information may only be amended on 'open' Stock Transfers. Field Purpose Reference Enter an internal reference for the Stock Transfer (optional) Source ...
Stock Transfer Lines
Use this section to view and update Stock Transfer lines. This shows essential information, and also allows for the following actions: Add new Stock Transfer line Search for products to add to the Stock Transfer. This is only possible on Open Stock Transf...
Delivery
Use this screen to book delivery of the Stock Transfer on a lorry. You can also use the Scheduling tool for this purpose.