1. Help Center
  2. Section II: Web Instruction (Back-end)

Section 2.7: Inventory

Inventory Page

 

Inventory Page is for customer to manage Stocking.
*Only stock items are available in inventory. (‘Products’ section shows how to enable ‘stock’ for products)

 

1. Click "Filters" to get the filters bar [2]

 

How to manage the item?

 

What is Create Order [1]?

1. Select the delivery date

2. Search a product and add it in the list if you want to manage both items

3. Change the quantity you want to order

4. Cancel the whole item 

5. Click "Apply" to save the changed

 

What is Stock take [2]?

1. Select All items

2. Click "Stock take"

3. Select Staff

4. Click "Apply"

5. Select the date 

6. Add more item

7. Click "Create"

8. This stock record will showing at "Order" Page

What is "insert to" [3]?

1. Click the item you want to insert to the order(Purchase / stock take)

2. Select "Insert to"

3. Click "Apply"

4. The New item will showing red colour and you can edit the amount of quantity and received

 

How to delete product [4]?

1. Select the item 

2. Select "Delete product"

3. Click "Apply"

4. Click “Yes” to delete 

 

In Order Page

1. Filters by the order group 

 

2. Edit stock take order

- Print/Export CSV: print this order / export the csv excel file 

- Void: void this record

- Save: Save this order but not update yet

- Save and Receive: Save and update Status to "Received" means this record cannot be edited 

- Close: Close the window

- Mark All Checked: All the item marked checked 

- Counted: Edit the product amount you counted

**Selling Price only can edit at Product Page

 

Edit the Purchase Order

Quantity: Current product quantity amount

Received:  Number of product amount received

- Mark All Received: All the item marked received 

**Other functions as same as the Stock take order 

 

3. View Record: only can view the order when the status is "Received" and "Cancelled"

4. Type of the order

5. Invoice name 

6. Auto fill the date 

7. Create the Order