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Optionally you can keep track of orders that users have placed for goods. This could be for consumable items such as inkjet cartridges, floppy discs or help desk software. The system keeps a list of items that can be ordered and allows an order to be created based on the items selected. A history of orders can be used to facilitate the addition of items to an order. Stock Items Items are grouped together using generic categories that you define in options/setup. When creating a generic category use the tick box to indicate that the category contains items that can be ordered. Items are created by first clicking on the main left hand menu bar 'items', and right mouse clicking on the required category. The item screen is shown. The item details screen shows: Item ID - assigned by user, or automatically assigned Status - can be active or inactive Generic Category 3 Descriptions Notes Quantity in stock, on-order and issued this year Base price Goods in units - the unit of measure used for receiving goods into stock from suppliers Goods out units - the unit of measure used for sending to the customer/user In-Out Pack size - defines the number of goods out units in a single goods in unit. In the example, we see that there are 10 single cartidges in one box of cartridges purchased from HP. An item can be deleted if there are no orders for it in the system. Or it can be made inactive using the menu bar. Orders Orders are created by using the 'new order' button at the bottom of the main screen, or by right mouse clicking on a user and choosing 'new order'. The order entry screen is displayed as shown below on which items can be added. New items are added using the 'add items' button. The screen initially shows a history of all items ordered. Click the tick-box to see all items. Once added the items appear on the main order screen where the quantity can be changed. To delete an item press the delete key on the selected item. New items are ordered in the shipping unit of measure. This can be overridden if a whole case or box of the item is required. Once the order is entered, click on the 'print delivery note' button to print a delivery note and update the stock on hand. The status of the order will change to completed. To amend the order, use the file menu item to change the status of the order. Receiving Goods In Goods can be received into stock when they arrive from the supplier. Either choose 'goods in' from the main file menu, or go to the item list and right mouse on the selected generic category. Enter the amount of goods received and the stock will be updated by adding onto the current count. To enter the initial value of stock, or do a stock take, tick the box at the bottom of the screen and the values entered will replace the value on file. Enter a value of -1 to zeroize an item. Regular Customer contact / call plan The call plan screen is accessed via the search main menu item. It lists out all sites that have not had a call for the number of days specified for that site. |
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Our powerful help desk software system and web interface helpdesk help desk software allows your company to run a more efficient helpdesk. It comes complete with a knowledge base, change management, and inventory management. |
