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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...

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...

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...

Price Lists can be assigned to any Customer. When they are logged into their account on the website, or when their account is linked to a POS order, Product prices will change to match those in the price list.  Key to Icons = edit = delete Add a Price Group ...

Use this page to view and manage Gift Vouchers.  Gift Vouchers can be used as a payment method by eCommerce Customers, or in the POS. All Vouchers are omnichannel vouchers, meaning that they can be used in-store or online.  When a customer purchases a gift vou...

Use this section to manage your Reviews.  Customers are able to leave reviews on Product Detail Pages, and they will also be prompted to do so after they complete a purchase in a review chaser. By default, new Reviews will be disabled and flagged as Awaiting A...

Use this page to manage, view and export Customer Groups. Customer Groups have two main purposes: Direct marketing On site targeting Groups may be exported as part of integrations with 3rd party marketing platforms Key to icons  = edit  = delete = download...

Use this screen to schedule deliveries; this is to be used when completing deliveries using your own vehicles. To use this section, you must have created Lorry Journeys It is also possible to Schedule a Sales Order from the Sales Order Detail page Orders await...

This feature is no longer supported.

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...

Use this screen to receive goods into your Stores via Purchase Orders or Stock Transfers. 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.  U...

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...

  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...

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

The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp and who took the action. 

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

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...

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 ...

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...

Use this screen to book delivery of the Stock Transfer on a lorry. You can also use the Scheduling tool for this purpose. Click here for a guide on booking deliveries