Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

Linking Products to Assets

In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Creating Serialised Assets Admin Guides: Items & Stock Control Related Guides: Receiving Stock for Serialised Products & Delivering to the Customer Products/items can be linked to serialised assets for sales orders, and after consignment will show against the customer's […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Tiered Pricing

In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process Admin Guides: General Settings (Billing)  Items & Stock Control Related Guides: Creating Quotations  Sales Orders What is Tiered Pricing? Tiered pricing is using different prices based on the number of units of a […]

Setting Price Overrides Per Supplier at Product Level

In this guide we will cover: – How to create price override options based on supplier – How to create price override options based on customer For each item, the price can be set to change based on the customer purchasing the item, or the supplier providing it. Setting an override will provide you with […]

Automating Product Changes and Updating Recurring Invoices

In this guide we will cover: – Enabling Recurring Invoice Product Changes – Updating Product Names – Previous Value Matching – Force Changes without Value Matching – Bundled Product Updates Admin Guides: Items & Stock Control Recurring Invoices Related Guides: Recurring Invoices Note: This feature is available on v2.176.1 onwards. Enabling Recurring Invoice Product Changes  […]

Creating Projects from Products

In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order Associated Admin Guides: General Settings (Project Management) Ticket Templates  Linking a Product to a Project Template You can create a project from a sales order in a few easy steps. First head to […]

Billing for Products

In this guide we will cover: – Adding Products to Quotations/Sales Orders – Invoicing for Products – Issuing Products on Tickets Associated Admin Guides: Actions  Items & Stock Control Related Guides: Products Adding Products to Quotations/Sales Orders Products can be added to quotations and subsequently sales orders with the "Add Product" button. Fig 1. Add […]

Stock Control

In this guide we will cover: – What the configuration settings for stock control do. – How to make a site a stock location. – An overview of product stock control. Stock control allows you to manage your stock of products. For an extensive list of configuration options along with descriptions, for stock control, checkout […]