How to Activate Stock Management | Administration
To track and replenish stock easily, activate stock management.
Video Guide
Click Administration Tab
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Click Set Up
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Click Configuration
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Checkbox Stock Management
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Fill in the following fields:
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Select Default Purchase Price List
Image AttachedSelect Cost price list - Price list of the cost of products
This is the recommended option to select. The other options are:
Retail price list - Price list for the selling price of products
TA - Take away price list
Select Price Number
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Click Replenish Stock From
Image AttachedTransfer - Transfer stock from another warehouse
Goods Receipts - The stock already purchased and at the warehouse
Click Replenish Stock To
Image AttachedWhen restocking, choose the amount of stock to be replenished.
Min - The minimum amount of stock listed for the item
Max - The maximum amount of stock listed for the item
Opt - A custom amount of stock listen for the item
These three options are set in the item settings directly in the current stock tab.
Click Display Items Within Doc
Image AttachedItems having PAR level - Lists only the items that are set with Min Max and Opt options in their product settings
Empty list - Lists all items without replenish settings. This option requires you to manually update the amount of stock needed to be replenished for each item.
Checkbox Stock Management Restriction
Image AttachedSelecting this checkbox will activate a pop up window to update customers who select products that are no longer in stock.
Block movement - An Out of Stock message is shown and blocks the purchase.
Warn and give the user an option to make a decision - A warning message is shown and the customer chooses how to continue.
Do not block or warn - No pop up message will appear if the item selected is out of stock.
Click Save
Image AttachedNow that stock management is enabled for the company, create a warehouse.
Thank you!
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