You can do a quick search for a Stock Item to view stock pricing & cost price and margin details. This is a useful screen to efficiently access everything you need to know about a selected Stock item.
To view this, click the Quick Search icon from the quick nav (the purple area on the right-hand side of the screen).
Here you can enter a stock code and a receivable account code to get a super quick overview of that item in relation to that customer.
The cost price information is hidden by default. That way, if a customer is standing next to you they won't see that. You can tick the 'Show pricing' checkbox to make it visible.
You can also view the receivable account details, create a quote or an order directly from this screen and view last bought and last sold info in relation to this customer and for the same item in relation to all customers.
When viewing Last Bought you can double-click on a row for the payable invoice details or double click in the purchase order pending section to see a copy of the PO. On the Last Sold screen, you can double click on a row to view the Sales Order details.
In the bottom of the main Quick Search screen, you can also see availability for the branches and key metrics around whether the system thinks the item might be overstocked. You can also see if it's on backorder. On the right-hand side of the screen you can see all the receivable contracts as well.
|
Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com. Thank you. We love to hear from you! |