Items - Advanced

Do Not Track

No tracking of items is done at all. Inventory adjustments are automatically done on the oldest item. When you receive stock you do not have to select specific items. When you sell items you do not have to select specific items.

Track Our Serial Numbers

Tracking of individual items is done based on a number generated by the system. As an item is received, you need to create a record for each individual unit of stock. Each of these records is assigned a unique number. When you sell the item you need to select the individual items to use.

Track Supplier Serial Numbers

This is basically the same as the Track Our Serial Numbers but instead of using our generated number, you use the supplier's serial number.

Track Batch/Use By Dates

This option is used for items that are shipped in batches or have expiry dates. Its of most use in a warehouse. As items are received you specify a single record for all items, where this record contains the batch# and/or use by date. When you transfer items from one location to another, you are able to select the batch to transfer. When you sell items at POS, you are not asked for the specific items. The system simply assumes the oldest items should be used.

This Store - In Stock

The item is taken from stock currently held at the store.

This Store - Transfer

The item will be delivered from this store but we need to raise a Transfer Request for the stock to be transferred from another store. If you select this option, the POS will change the transaction to a paid order. When the stock has delivered the item, the transaction is recalled and the goods released.

This Store - PO

The item will be delivered from this store but we need to raise a purchase order. Note, if the system determines the item should be transferred from the warehouse rather than purchased directly from the supplier, the system will raise a Transfer Request not a purchase order. From the user's point of view they just need to indicate that they want to order stock, regardless of where it needs to come from.

If you select this option, the POS will change the transaction to a paid order. When the stock has delivered the item, the transaction is recalled and the goods released.

Direct From Warehouse

The item will be delivered directly from the warehouse. If you select this option, the POS will change the transaction to a paid order. When the warehouse has delivered the item, they will recall the transaction and release the goods. The sales will be recorded against the original location but the stock will be decremented from the warehouse.

Direct From Supplier

The item will be delivered directly from the supplier. The system will raise a purchase order with the delivery address being the customer's delivery address. If you select this option, the POS will change the transaction to a paid order. When you receive notification from the supplier that the item has been delivered, the transaction is recalled and the goods released.

Direct From Other Location

The item will be delivered directly from another location. The user will have to select the location that will deliver the item. If you select this option, the POS will change the transaction to a paid order. When the location has delivered the item, they will recall the transaction and release the goods. The sales will be recorded against the original location but the stock will be decremented from the delivery location.