Inventory (Parts)

[webSAM] Creating Purchase Orders
How to add a new purchase order for stock items, jobs and expenses. We can't reiterate enough the value of doing purchase orders; they help you ensure...
Tue, 19 Nov, 2024 at 12:41 PM
[webSAM] Add new Stock Item
How to add a new stock item to the parts inventory Stock items are parts that the business physically holds stock of. They are not one-off purchases or ex...
Wed, 22 Nov, 2023 at 10:35 AM
[webSAM] Stocktaking - How to add more parts to an existing stocktake
Appending more products to a stocktake in progress... From time to time you might need to add items to an existing stocktake, rather than deleting an exis...
Wed, 3 Nov, 2021 at 1:59 PM
[webSAM] Stocktaking
Pt 1: Starting a Stocktake Stocktakes are an important part of your business process, to help you identify any imbalances between physical stock and the s...
Wed, 3 Nov, 2021 at 1:59 PM
[webSAM] Stocktaking - Pt 2: Entering Stocktake Results and Finalising
How to add the counted items to a stocktake and finalising the stocktake to update the stock balances So you've started a stocktake, and now you'r...
Wed, 3 Nov, 2021 at 2:04 PM
[webSAM] Creating orders using 'Suggested Buy'
Overview Suggested Buy makes it easy to figure out what stock needs to be ordered. Instead of you checking the shelf or going into the software to check ...
Thu, 2 Dec, 2021 at 5:28 PM
[webSAM] Adjust Stock Quantity
How to adjust on-hand stock quantity? Stock figures are generally corrected en-masse when you do a stocktake, but from time to time you may need to adju...
Thu, 21 Jul, 2022 at 11:30 AM
[webSAM] Crediting a Purchase Order
How to do a partial or full credit of a Finalised Purchase Order? At times, we tend to order more parts than we require or order the wrong parts by mist...
Thu, 18 Aug, 2022 at 12:34 PM
[webSAM] How to enter your Workshop Expenses?
Items that are bought for Workshop but are not directly sold to your customers can be loaded into the system as an Expense Order. This includes items like G...
Wed, 15 Mar, 2023 at 11:48 AM