In the option View > Products, a list appears with all the products and the number of units available in stock. For example of the Puppy Bed, there are 6 units:
If you select a product, you will see the product file, where all the information about the product is.
By clicking on the Stock Adjustment option you can configure an automatic warning, when the stock (or available units) is less than an amount. For example, less than 10, less than 2, ...
On the home page, you will see a notice with all products that have a Stock alert under:
As you have several products with low Stock, we will place an order to the supplier.
You can write orders for the products you need and send this order form to your suppliers directly by email.
You will know that of the "product x" you have no units in stock but you have already made an order to the supplier and it is planned to receive it, for example within 2 days.
From the New > Order option, select the supplier or add it if it is a new one.
Your contact information appears, if you have invoices pending payment and if you have your orders pending receipt
If you click on the name of the supplier, you will see the supplier file
If you click on the small notes and important information buttons, you will be able to see that information from the supplier
By clicking on an unpaid invoice, it opens
By clicking on the arrow icon of a pending order, it opens.
Now we will complete the order details:
You can indicate a code or reference for you, that is, so that you can identify the order
The payment method
The expected date for delivery.
Notes or comments for you
On the home-page you will see the notice that today you are expected to receive these orders and you can write them down directly as soon as you receive them to include the products in your inventory or stock:
We will select THE PRODUCTS that we want to include in the order:
Search for the product and click to add it
Select the number of units
You can delete it by clicking on the trash icon
The last price at which that product was purchased appears
When you have finished adding all the products, click on the save button to write down the order
You will see the orders you have made, the expected delivery date and their status. Then, when you receive the order, on the home-oage or in the option View > Orders, you can convert that order into a purchase and the products will be included in your inventory or stock.
You can enter a new purchase:
If you have previously placed an order
If you have not placed an order
In our case, as we have already placed the order, we simply select it and it is already filled.
We fill in the information about the purchase (taxes, invoice number, paid / pending, etc.)
We will review the products. For example, if we have ordered a product but the supplier has not sent it, we remove it from the list.
We write the number of units and the price at which we bought it (because it can vary with respect to the order).
For perishable products, it is highly recommended that you also fill in the lot number and expiration date, so that the software automatically notifies you when a batch of products is about to expire
Click on the Save button to write down the purchase+ Info: When saving the purchase, what does the software do internally?
Add those products to your stock (for example +4 balls or +2 houses
It will change the "last purchase price" of that product, and now it will be the new one that you just entered
note: in the magic desk or product card (See> products) you can see a history with all the prices you have bought that product and the detail, in this way, you can see the suppliers that offer you better prices or variations of prices that a product has suffered.
It will show on the home page, a warning when that lot is about to expire
If the invoice is paid, you will enter the cost in the Cash on the date you have selected as payment date (for example, today - 30$ for the purchase of these products.
In the option View > purchases, you can see all the purchases that you have added and change the status when the payment of the purchases that you have "pending payment" is made.