INVENTORY MANAGEMENT

INVENTORY MANAGEMENT

Inventory Management


Inventory Management - Access Inventory Management

  • To access your inventory management, tap Inventory Management from your main menu

Inventory Management - Return To Main Menu

  • Tap the arrow next to inventory to return to your main menu

Inventory Management - Inventory Menu

  • To access your inventory management features, tap the Inventory drop down 


Inventory Management - Inventory Dashboard

  • Inventory dashboard will give you an overview of you inventory information

Inventory Management - Current Stock Value

  • Current Stock Value shows you information about your store inventory 

Inventory Management - Total Items In Store

  • Number of Items  will tell you how many different products are in your store


Inventory Management - Total Stock Count

  • Total Stock will show your stores total stock count

Inventory Management - Total Inventory Cost Value

  • Total Cost Value will show you your total purchase cost for your entire store combined

Inventory Management - Total Inventory Price Value

  • Total Price Value will show you how much your entire inventory would sell for with all current item prices

Inventory Management - Inventory By Departments (Monthly)

  • Inventory By Department will show your monthly inventory change 

Inventory Management - Inventory By Distributor (Monthly)

  • Inventory By Distributor will show your monthly inventory change by your distributors

Inventory Management - Purchase Bill

  • Tap Purchase Bill to access your purchase bill menu


Inventory Management - Add New Purchase Bill

  • To add a new Purchase Bill, tap Add New

Inventory Management - Purchase Bill Information

  • When entering a purchase bill, fill out all required fields based off of your distributor invoice

Inventory Management - Add To Purchase Bill

  • Tap Add To Purchase Bill to add an item to an invoice 

Inventory Management - Remove All Items From Purchase Bill

  • To remove all items from a purchase bill, tap Remove All

Inventory Management - Save Purchase Bill

  • To save a purchase bill to continue at a later time, tap Save

Inventory Management - Commit Purchase Bill

  • To commit a purchase bill, tap Commit

Inventory Management - Process EDI Invoice

  • To process an EDI Invoice, tap Process EDI 

Inventory Management - Add EDI Invoice

  • To add a new EDI invoice, tap Add

Inventory Management - Upload EDI Invoice

  • Tap the Cloud to import an EDI Invoice file

Inventory Management - Submit EDI Invoice

  • Once you select an EDI Invoice to import, tap Submit

Inventory Management - Quick Purchase Bill

  • To enter a quick purchase bill, tap Quick Purchase Bill

Inventory Management - Quick Purchase Bill Item Information

  • When entering a quick purchase bill, fill out all required fields based off of your distributor invoice

Inventory Management - Quick Inventory Add to Purchase Bill

  • Tap Add To Purchase Bill to add an item to an invoice

Inventory Management - Quick Inventory Remove All

  • To remove all items from a quick purchase bill, tap Remove All

Inventory Management - Quick Inventory Save

  • To save a quick purchase bill to continue at a later time, tap Save

Inventory Management - Quick Inventory Commit

  • To commit a quick purchase bill, tap Commit

Inventory Management - Adjustment

  • Tap Adjustment to access your inventory adjustments

Inventory Management - Add Adjustment

  • To make an adjustment, tap Add

Inventory Management - Adjustment Item Information

  • When making an inventory adjustment, fill out all required fields

Inventory Management - Add Item For Adjustment

  • Tap Add to add an item for inventory adjustment

Inventory Management - Remove All Items From Adjustment

  • To remove all items from an inventory adjustment, tap Remove All

Inventory Management - Save & Close Adjustment

  • To save an inventory adjustment and continue at a later time, tap Save & Close

Inventory Management - Commit Adjustment

  • To commit an inventory adjustment, tap Commit


Inventory Management - Distributor

  • Tap Distributor to access your store distributor menu

Inventory Management - Add Distributor

  • To add a new distributor, tap Add

Inventory Management - Distributor Information

  • When adding a new distributor, fill out all required fields

Inventory Management - Submit Distributor

  • To submit a new distributor, tap Submit

Inventory Management - Edit Distributor 

  • To edit a distributor, tap your distributor and tap the green edit button

Inventory Management - Delete Distributor

  • To delete a distributor, tap your distributor and tap the red delete button