Overview
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The Automatic Sell Fast and Local Inventory option allows options allow the users to mark on hand products with a lightning bolt icon and will transfer to the local inventory so that the sales team will be aware that those items need to be sold as soon as possible. |
You can configure this option to make the system do it automatically depending on the aging of the items.
How to set it up?
There are three easy steps that you should follow in order to make this work properly:
- Go to Setup > Settings > Inventory Options. Once you're on the pop-up window check the Automatic setup of Sell Fast and Local Inventory option.
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2. Once this is done, go to Setup > Products and for each of the items that you want the system to automatically mark please do as follows:
- Locate the product and under the Actions column click on Edit.
- Set the amount number of aging days the system will require in order for a product to be marked with the "Sell Fast" icon.
- Save your changes.
3. Finally and keep in mind that this last step is optional, set the markup for the customers that will buy these items, if needed. To do so, please follow the steps below:
- Go to Setup > Customers, select the customer that you will like to set the price markup for and under the "Actions" column click on Edit.
- In the top left corner click on Advanced.
- Locate the Sell Fast Markup option on right-hand side of the screen.
- Set the markup amount either by percentage or dollar amount (positive or negative amounts can be used) and save your changes. Click on Save.
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If the sell fast markup is not set, the system will keep the inventory prices as they are. |
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Once you have completed the setup process, the sales team will be able to identify those items on the Order Entry Inventory and quote their customers based on the markup price. |