BusinessMan includes FileMaker Pro inventory management software. The inventory software (including invoice billing software) is essential for small businesses to process and manage inventory tracking at any stage. The inventory system is integrated with the CRM software module.
Inventory can be imported from third party software applications.
Stock Sales Report
Stock Allocation
Stock Tracking
Min/Max Re-Order Level
Low Stock Report
Stock Categories
Lowest Price Ever Paid
Images and Text Description
Dimensions/Weight/Images
Assemblies / Bill Of Materials (BOM)
Pricing Fluxuations
Warehouse Management (Optional)
Summary
BusinessMan contains a detailed product and stock/inventory system, where you can enter all the items you need for quotations, invoices and purchase orders.
Product and stock templates called assemblies can also be created and saved.
No matter what you call Stock or Products or Inventory, this can be given a custom name and changed to your requirements in the BusinessMan settings.
Tasks can be assigned to resources, for example vehicle servicing. Resources can be created from stock items, for example renting/hiring a equipment. This resource can then be scheduled for a finite amount of time and charged to the customer.
Features
New Stock Item
Delete Stock Item
Duplicate Stock Item
Find Stock Item
Inventory Tracking
Categorising/Grouping of Stock
Full Managed Stock Control
List view of Stock
Stock Levels
Allocated Stock
Cost and Sell Price
Stock Value
Accept Delivery to Stock
View Stock Items in need of attention
Sales History
Purchase History (Highlights previous cheapest source)
Stock Audit History
Change Module Name (i.e Stock/Products/Inventory)
Inventory Management
Full inventory auditing
Specific dimensions and weight both in and out of packaging.
Assemblies / Bill Of Materials
Create Resources from Stock (For hiring equipment, etc)
Full product, stock and inventory management. Stock is grouped into categories and can be collapsed or expanded to show the stock within each category. See all availale stock, stock levels and stock value.
The products category view allows users to add and remove stock within categories. Users can also navigate around the folder structure going up and down levels.
Items on Order displays a list view of products that are outstanding or overdue. This view allows users to to adjust delivery dates of the products that are overdue or outstanding.
This Treeview allows users to drag and drop stock items from categories to other categories. It is similar to Category View however it allows drag and drop.
From the purchase order processing area we can now move to the stock control area. On the top menu there is a button labelled Products, which when selected will take you to the stock control area. You will now be presented with a view of the stock listed by category. Selecting one of these categories will expand it to show all of those stock items within that category. Selecting the yellow folder next to that stock item will bring up the details for editing.
Stock / Products / Inventory items can be stored in folders known as categories. If you haven't imported stock into the system you will be met with 2 buttons (create stock and create category).
It is usually best to create a category first however if you have limited stock you may wish to keep it all on the root level of the filing structure.
When adding a category just right click "new category" and fill in the name of the new category and it will be created.
When adding a stock item some of the fields are compulsory like Internal Stock Code, Description and Tax Code.
Once you have added your first stock item or category you can right click and add more. New items will be added at the bottom of the table.
A stock item can be right-clicked or double clicked to edit. To move stock around the folder structure just highlight the stock item and drag it to its new folder location.
To move multiple items hold ctrl or shift (cmd or opt) and select multiple items then drag and drop them to the new folder location.
To sort a column you can click the column title which will sort the contents of your table ascending click again for descending. You can also filter your stock by using the search box under the category and internal stock code column.
When removing items from the table the folders have to be empty. You must reallocate or remove the stock from the system to delete the category/folder. If you remove all the stock and categories from the system you will be presented with the 2 buttons (create stock and create category) to get you started.
The second tab in that view will list any stock items that are in need of attention, such as low stock levels or high stock levels.
Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.
