Inventory
The place to manage your stores items and stock.
Item Maintenance
- 🧭 Understanding the Tabs in an Item
- ✏️How to create an item
- 📋Quickly create new items by cloning
- 🍎Setting up produce items
- ⚖️ Creating Deli Scale Items
- 📏Using Unit of Measure in Your Items
- 🦘 Setting Up Country of Origin Labels (COOL)
- 🔍 Understanding & Decoding Random Weight Barcodes
- 🗑️ De-Activating and Deleting Items
- 🚫 Setting “Do Not Order” Status on Items
- ❌ How to Deactivate Items Using Mass Action
- 🗑️Setting a Delete Date and Purging Items
Fast Price Entry
Promotions
- 🪙 Checking Loyalty Customer-Only Promotions
- 📋 Managing Promotions in the Grid
- 💰Creating Discount % Set 1 Offers
- 💰Creating Discount % Selected Sets Offers
- 💰Creating Discount $ Selected Sets Offers
- 💰 Creating Normal Promotions
- 🛠️Additional Tools in Promotion Batches
- 📊 Setting Up Lead In and Out Promotions
- 💰 Creating Total Price Offer Promotions
- 🔄 Creating Superseding Offer Promotions
Orders/Invoice Entry
- 📚 Orders & Invoicing Fundamentals Part 1: Getting Started
- 📦 Orders & Invoicing Fundamentals Part 2: Creating and adding to an Order
- 📤Orders & Invoicing Fundamentals Part 3: Sending Orders to Suppliers
- 📝Orders & Invoicing Fundamentals Part 4: Creating Invoices from Scratch
- 📥Orders & Invoicing Fundamentals Part 5: Importing Electronic Invoices
- 🔄 Orders & Invoicing Fundamentals Part 6: Converting Orders to Invoices
- ✅Orders & Invoicing Fundamentals Part 7: Updating Invoices
- 🔍 Ordering Final Checks: Last Chance
- ⏳ Ordering Final Checks: Wait On
- 📊 Ordering Final Checks: Sales Factor
- 🛠️ Ordering Final Checks: Order Tools and Options
Automatic Ordering
- 🧾Automatic Ordering Part 1: What is it?
- 📋Automatic Ordering Part 2: Getting Started
- 🔗Automatic Ordering Part 3: Linking Parent and Child Items
- 📊 Automatic Ordering Part 5: Doing a Stocktake
- 📦Automatic Ordering Part 6: Generating Your First Order
- ⚙️ Automatic Ordering Part 7: Advanced Options Explained
Recipes
Stock Adjustments
- ➕ Creating a Stock Adjustment Batch (Manual Entry)
- ➕ Creating a Stock Adjustment Batch (Using Your Convenience PDE)
- ➕ Creating a Stock Adjustment Batch (Uploading Items from Your Legacy PDE)
- 🔄 Updating Your Adjustment Batch
- 🔁 Transferring Stock to Another Store (Controller Stores)
- 🏷️Creating Stock Adjustment Types
- 📊 Viewing Reports on Your Stock Adjustments