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Inventory can be imported from third party software applications. SummaryBusinessMan contains a detailed product and stock/inventory system, where you can enter all the items you need for quotations, invoices and purchase orders.
Features
Screen shotsProducts, Stock and Inventory Management 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.
The discount view allows users to set discount groups for groups of products. Discount groups can apply a discount within a range.
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.
Products, Stock & Inventory Management OverviewFrom 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. | |||||||||||||||
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