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The Automatic Sell Fast setting enables users to mark on-hand products with a lightning bolt icon so the sales team will know 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.
Info: If the sell-fast markup is not set, the system will keep the inventory prices as they are.
Tip: 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.
How to set it up?
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Step one: Enable the Setting
Go to Setup and select Settings.
Click on Inventory Options.
Enable Automatic setup of Sell Fast and Local Inventory
settings.
If you don’t set the sell-fast markup, the system will keep the inventory prices as they are.
Step two: Set when a Product becomes Sell Fast
The Sell Fast must be set for each product, do the following instructions to set a product’s Sell Fast Aging:
Go to Setup and select Products.
for each of the items that you want the system to mark automatically, please do as follows:
Search the product.
Click on Edit from the Actions column.
Set the number of aging days the system will require in order for a product to be marked with the "Sell Fast" icon.
Click on Save
.
When you use this option, products will automatically become Sell Fast once they reach a predetermined Aging.
Optional: Set the Markup for a specific Customer
Finally
, remember 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
you
would like to set the price markup for
under the "Actions" column
and click on Edit.
In
the top left corner, click on Advanced.
Locate the Sell Fast Markup option on the right-hand side of the screen.
Set the markup amount
by a percentage or dollar amount (positive or negative amounts can be used)
.
Click on Save.
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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. |
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