Other W/H Transactions

Price adjustment

By adjusting prices, you have the ability to massively change the prices of stock items.

You can adjust prices in stock items as follows, from Entities/Other W/H Transactions/Price adjustment,

By selecting the code field, all items are mass selected. However this can also be done individually and by clicking the items one-by-one, press

In the update parameters, specify:

Price adjustment: Select increase or reduction

Rounding: Select the rounding units

Price type: Select an amount or value

Price: Type in the price

Wholesale / Retail price / Price 1: select the prices you wish to update.

From the search filters you can search for the items to be updated with the following filters:

Code: you can type part and/or all of the code of one or more items to bring only these items to the list.

Description: you can type part of the description of one or more items to bring only these items to the list.

Type: you can select one or more options, e.g. Goods

Family: you can select one or more options (add options for table Family from Settings / User-defined fields => Settings / Grouping tables, as described in the relevant section).

Group: you can select one or more options (add options for table Group from Settings / User-defined fields => Settings / Grouping tables, as described in the relevant section).

Category: Category: you can select one or more options (add options for table Category from Settings / User-defined fields => Settings / Grouping tables, as described in the relevant section).

Then, you can view this icon for Data Export, i.e. a sheet in “xlsx” (excel) file format.

At the end of the Documentation you can find the “Instructions & Tips” section, where you can see in detail the export steps of the files.

From the items list you can get information such as the item code/description/MU. However, you have the option to display any other information you wish in the list via the column selector:

to add the appropriate column, as you can save it to be available every time you log in, by selecting the star icon at the top left of the screen.

Serial numbers

Serial numbers help manage stock items and invoice them faster.

To create a serial number go to Entities/Other W/N Transactions/Serial numbers, select

Serial number input fields

Serial number: filled-in based on the automatic default codification provided by the application. You can change it or remove it from the Launch Wizard (there are detailed instructions in the corresponding quick configuration section through the Launch Wizard ).

Item: select from the list the stock item for which you wish to enter a serial number

Location type: Select serial number from the list

Location: select from the list. This option is determined by the location type. For example, if you select a serial number location, the serial numbers available to select will be displayed.

*Address

*Type

*Trade acc. Address

*End user

Measurement units: re-filled item base

Lot: choose the merchandise lot

Color: choose the color that can monitor the item

Size: choose the size that can monitor the item

Quantity: type the quantity

Weight: type the weight

Volume: type the volume

Technical features: type the possible special technical features of the item

Serial number List:

From Entities/ Other W/H Transactions/ Serial numbers,

The “Serial numbers” page opens. All items with a serial number are displayed here.

Serial number search filters, you can search in the following ways:

Serial number: by entering the serial number

Item: by selecting the item

Location type: by selecting the location type specified in the series.

Colors

From the colors section you can create the colors that monitor the stock items.

Create a New color

From the application full menu, in Entities/Other W/H Transactions/Colors,

You select

SEQ. NO: the color numbering is by default in ascending order

Code: type the code you want to display the new color with

Description: type the color name

Alternative description: type the foreign language description of the color

Image: Populated automatically after entering the description depending on the color you create

Barcode: type the color barcode

Inactive: select it in case you want to disable the color

Color charts

Color management is a very important function for businesses whose stock items monitor color charts, e.g. clothing stores.

Create a color chart

There are 2 ways to create color charts

1^st way

Go to the application full menu in Entities/Other W/H Transactions/Color charts, select

Code: enter the preferred code for the color chart

Description: type the description e.g. the item description

Alternative description: type the alternative description, it can be the same as the description

From button add the already existing colors that make up the color chart.

2^nd way

From the item tab, select

In the Color field, add the item and with +, the colors that will make up your color chart.

Sizes

In the Sizes section you can create the sizes that monitor the stock items.

Create a New Size

From the application’s full menu, in Entities/Other W/H Transactions/Sizes,

select

SEQ. NO: the size numbering is by default in ascending order

Code: type the code you want to display the new size with

Description: type the size name

Alternative description: type the foreign language description of the size

Barcode: type the size barcode

Inactive: you select it if you want to disable the size

Size charts

Create size chart

Go to the full application menu, in Entities/Other W/H Transactions/Size charts, select

Code: enter the preferred code for the size chart

Description: type the description e.g. the item description

Alternative description: type the alternative description, it can be the same as the description

From button , add the already existing sizes that make up the size chart.