FAQ - Inventory

How to add Supplier?

  1. Select INVENTORY
  2. select SUPPLIER

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Select 'NEW' to add a new supplier

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Enter the mandatory fields marked with *. and other information important.

You can leave the 'Code' as #AUTO, as it will use the defined reference code in the setting.

Save the supplier after you have completed entering the information.

 

Select Save - It will save and direct you back to the Supplier listing.

Select Save & Next - It will save and direct you to add a new Supplier.

Select Apply - It will save and remain on the created Supplier for review.

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Related: Can I use my own supplier code?

Related: Define supplier's code in running sequence.

How to edit / update Supplier?

At Supplier Listing page, click on the pencil or select the Supplier to access the Supplier information page.

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If you have clicked on the Supplier name to edit, it will direct you to a View Only page. At the supplier information page, Select EDIT to allow editing of supplier information.

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How to delete a Supplier?

  1. At Supplier Listing page, select the checkbox of the supplier that you like to delete.
  2. Select the DELETE to delete the supplier from the list.

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Related: Why I can't delete the supplier?

How do I find a Supplier?

At Supplier Listing, at each specify column, you can search by entering the string of character related to that column and press Enter.

For example:

    Search a Name:
  • You can type "Decloer", in the Name column, it will list all the supplier with name containing "Decloer".
    Search a Telephone:
  • You can type "9453" in the Telephone column, it will list all the supplier with mobile number containing "9453".

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Can I unpublish / de-activate a Supplier?

The supplier with the status changed to Unpublish, the record will still be searchable under Supplier Listing. The supplier will not appear in other transaction.

  1. At the Supplier Listing, select the check box of the supplier that you lie to unpublish.
  2. Select PUBLISH / UNPUBLISH to change the status of the supplier.
  3. You can directly click on the green colour tick, under the Published column to change the status of the particular supplier.

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Why I can't delete the Supplier?

When you like to delete a supplier and it prompts out the following error message, "Cannot delete the following record(s)..."

This is probably this supplier is being used in the other transaction, e.g: in stock in.

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In order to delete the supplier, you must delete away all related transaction.

Can I use my own Supplier code?

Yes, you can enter the custom code for the supplier. Overwrite the #AUTO with your own custom code when creating a new supplier.If the customer code is in sequence, we suggest the code be managed by WESS at reference code setting.

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Related: Define supplier's code in running sequence.

How to Add stock quantity?

How to Add stock quantity?
  1. Select INVENTORY.
  2. Select STOCK IN.

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Select NEW to add stock in.

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Select SUPPLIER or BRUNCH.

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Enter the mandatory fields marked with *. and other important information.

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  1. Enter the product name.
  2. Enter the quantity.
  3. Enter the price.
  4. Press the "+" button for each item.
  5. Select APPROVE to save the stock in.

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How to Deduct stock quantity?

  1. Select INVENTORY.
  2. Select STOCK OUT.

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Select NEW to add STOCK OUT.

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Select SUPPLIER or BRUNCH.

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Enter the mandatory field marked with *. and other important information.

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  1. Enter the product name.
  2. Enter the quantity.
  3. Enter the price.
  4. Press the "+" button for each item.
  5. Select APPROVE to save the stock out.

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How to do Stock Take and Adjustment?

  1. Select INVENTORY.
  2. Select STOCK TAKE.

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Select NEW to add STOCK TAKE.

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Filter the stock that you want to search then select GENERATE.

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Enter the mandatory fields marked with *. and other important information.

  1. If the stock quantity is same as your stock balance then tick the box for =.
  2. If the stock quantity is not same as your stock balance, key in the correct quantity at COUNTED QTY, the adjustment will auto help you calculate the quantity need to adjust.
  3. Key in special information in the REMARK.
  4. Select APPROVE to save the stock take.

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How to use Purchase Order?

To use Purchase Order, for the case below, the branch that is issuing the Purchase Order is stated as Branch A. The other branch that is preparing to deliver the order will state as Branch B.

  1. In Branch A, Select INVENTORY.
  2. Select PURCHASE ORDER.

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Select NEW to add PURCHASE ORDER.

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Select SUPPLIER or BRANCH.

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Enter the mandatory fields marked with *. and other important information.

  1. Select Issued to branch.
  2. Select Ship to branch.
  3. Select Bill to branch.

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  1. Enter the product name.
  2. Enter the price.
  3. Enter the quantity.
  4. Press the "+" button for each item.
  5. Select Save when done. The Purchase Order will appear on the Order Received of the particular branch.

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Related: How to use Order Received?

How to use Order Received?

  1. At Branch B, Select INVENTORY.
  2. Select ORDER RECEIVED.

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Select the order received from Branch A.

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  1. Select the Issued by the employee.
  2. Select the Stock Movement.
  3. Select APPROVE.

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Generate Invoice. No or Delivery Order.

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In Branch A, When the order received, the status will change.

  1. At status change to 'Processing (Delivered)'.
  2. At Purchase Order Listing page, click on the pencil to edit.

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Select Stock In.

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  1. Select the Issued by the employee.
  2. Select the Stock Movement.
  3. Select APPROVE.

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How to create Issue Coupon?

Under Inventory, select Issue Coupon to access the issue coupon Listing.

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Select New to create a new Coupon.

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Enter the mandatory fields marked with *.

  1. Coupon: Select to use the coupon.
  2. Issued: Control the coupon are sold or issued the coupon.
  3. Prefix: Set the prefix characters.
  4. Starting No: Set the starting number.
  5. Min Length: set the min length for the coupon.
  6. Suffix: Set the suffix character.

Select APPROVE, when done.

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Related: How to create discount coupon?

Related: How to sell coupon with Serial control?

Related: How to use discount coupon?

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