Setting up Stock

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Setting up Stock

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In order to use the Stock Module effectively, you will need to do some configuration.  This configuration includes setting up stock locations or configuring the MYOB Stock Integration and setting up your handheld and Desktop Order Entry System user profiles.

A small amount of configuration will need to be completed to get the Stock Module working for you.

 

Setting up the Desktop Order Entry System Profile        Setting up the Desktop Order Entry System Profile

The stock tab in Desktop Order Entry System is disabled by default.  In order to enable it you will need to configure the user profile by configuring the settings listed in the table below:

Setting Name

Setting Type

Description

Value

Required?

Allow Stock

Profile Setting

Controls whether stock transactions can be created

Yes

Yes

Show Quantity On Hand

Profile Setting

Displays current stock level for selected location.

Yes

No

Stock Adjustment / Stocktake / Book Out / Book In / Stock Request /Write Off / Write Back / Stock Concern / Stock Check

Sales Types

Stock transactions.  One or more of the listed stock transaction types must be selected.

One or more of the listed stock transaction types must be selected.

Yes

Setting up the Handheld Profile        Setting up the Handheld Profile

The stock tab on the handheld is disabled by default.  To enable it and functions relating to stock management, you will need to configure the user profile by altering the settings listed in the table below:

Setting Name

Setting Type

Description

Value

Required?

Allow Stock

Profile Setting

Controls whether stock transactions can be created

Yes

Yes

Show Quantity On Hand

Profile Setting

Displays current stock level for selected location.

Yes

No

Live Stock on Handheld

Profile Setting

Updates stock levels on the handheld as transactions are completed.

Yes

No

Send Stock Levels to Handheld

Profile Setting

Enables stock levels to be viewed during stock transactions on the handheld

Yes

No

Stock Adjustment / Stocktake / Book Out / Book In / Stock Request /Write Off / Write Back / Stock Concern / Stock Check

Sales Types

Stock transactions.  One or more of the listed stock transaction types must be selected.

One or more of the listed stock transaction types must be selected.

Yes

See Also:

Profile Settings

Stock on the Handheld

Stock Locations