Help

Support

• ★ Contact our Support Team
• Book a Training session
• End of Period Procedures
• Daily Notifications

Admin Tools

• Package Location Mapping
• Supplier Location Mapping
• Product Location Mapping
• Share data across locations
• Create Location Groups
• User Gadgets
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Stock Taking

• ★ Stocktake
• Rolling Stock
• Product Stores
• Line Count
• Stock Review

Suppliers

• Add / Edit Supplier
• Supplier Display

Sales

• Sales Import
• Sales by Period
• Sales by Category
• Update Sales PLUs

Batches

• Batch Transfer
• Bulk Batch Update
• Manual Batch Processing
• Creating a Batch
• Batch Template
• Auto Batch Processing
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Recipes

• Creating a Recipe
• Quick Update - Recipes
• Edit Recipe / Batch
• Recipe Details
• Creating & Linking Batches/Recipes from Recipe Template
• Bulk Product Update
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Deliveries

• ★ Uploading invoices - Web & App
• Supplier Returns from Deliveries
• Edit Deliveries
• List Deliveries
• Accepting Deliveries
• Pending Deliveries
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Front Page

• ★ Home Page
• Review Bot
• Dashboard Details
• Dashboard Setup
• User Profile
• Pending Items

Transfers and Adjustments

• Editing Adjustments
• Pending Transfers
• Transfers and the Transfers List
• Quick Transfer
• Returns
• Request Transfer
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Setup

• Package size set-up
• Inventory Valuation - Current Value vs Weighted Average
• Product Category Setup
• Sales Category Setup
• Tax Setup
• Stock Stores Setup
See all 10 articles

Orders

• Standing Order
• Order Templating
• Create New Order from Previous Order
• Shopping Basket
• Approve Order
• Full Product List (By Supplier or Category) / Create Order Request
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Products

• Adding a new package & updating pack-size of the product
• Adding a new Product
• Quick Update - Products
• Archiving/Retrieving Products & Batches
• Updating product details
• Display Product
See all 10 articles