Difference between revisions of "Maintaining the Stock Module"
From Optisoft
(→Suppliers) |
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| Line 11: | Line 11: | ||
*Make sure the Active tick box is ticked. | *Make sure the Active tick box is ticked. | ||
*Double click on each Product Type that your Supplier provides, to add that Type to the Selected list. | *Double click on each Product Type that your Supplier provides, to add that Type to the Selected list. | ||
| − | *Click Save | + | *Click Save or use the Auto Save feature. |
==Adding a Product== | ==Adding a Product== | ||
==Product Types== | ==Product Types== | ||
| + | To create a Product Type in the Stock Module, you need to do the following. | ||
| + | |||
| + | <center>[[image:ProductType2022.png|border|900px]]</center> | ||
| + | |||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Type in the Product group. | ||
| + | *Enter a Product Type Name. | ||
| + | *Select a VAT type. | ||
| + | *Choose a colour. | ||
| + | *Select a validation option. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Product Categories== | ==Product Categories== | ||
| + | To create a Product Category in the Stock Module, you need to do the following. | ||
| + | |||
| + | <center>[[image:ProductCategory2022.png|border|900px]]</center> | ||
| + | |||
| + | *Click the Maintenance tab in the toolbar. | ||
| + | *Click Category in the Product group. | ||
| + | *Choose a Product Type for your Category | ||
| + | *Enter a Product Category Name. | ||
| + | *Choose a colour. | ||
| + | *Click Save or use the Auto Save feature. | ||
==Discounts== | ==Discounts== | ||
Revision as of 09:23, 30 May 2022
Contents
Suppliers
In order to add a Supplier into the software, you need to get to Supplier Maintenance.
To get to Supplier Maintenance while in the Stock module, you can either click on the Supplier button on screen, or, go to the Maintenance tab in the ribbon and click the Supplier button.
To add a new Supplier do the following:
- Enter a Supplier Name.
- Enter the Address details.
- Enter the Contact details.
- Enter the estimated delivery time. This is the usual amount of time this Supplier takes to deliver orders.
- Make sure the Active tick box is ticked.
- Double click on each Product Type that your Supplier provides, to add that Type to the Selected list.
- Click Save or use the Auto Save feature.
Adding a Product
Product Types
To create a Product Type in the Stock Module, you need to do the following.
- Click the Maintenance tab in the toolbar.
- Click Type in the Product group.
- Enter a Product Type Name.
- Select a VAT type.
- Choose a colour.
- Select a validation option.
- Click Save or use the Auto Save feature.
Product Categories
To create a Product Category in the Stock Module, you need to do the following.
- Click the Maintenance tab in the toolbar.
- Click Category in the Product group.
- Choose a Product Type for your Category
- Enter a Product Category Name.
- Choose a colour.
- Click Save or use the Auto Save feature.
