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Overview

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Excerpt

The Automatic Sell Fast setting enables users to mark on-hand products in the Open Market Inventory with a lightning bolt icon so the sales team will

be aware

know that those items need to be sold as soon as possible.

Info

The Sell-Fast Option does not invalidate other markups.

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 will have to follow in order to make this work properly: 

Ui steps
sizesmall
Ui stepFirst, you need to go to Setup > Settings > Inventory Options. Once you are in the pop-up window select the 

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Step one: Enable the Setting

To use the sell-fast option, you need to enable the setting. To enable this setting, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Inventory Options.

  3. Enable Automatic setup of Sell Fast and Local

Inventory option in order to enable it. Ui step

 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

  1. Inventory settings.

If you don’t set the sell-fast markup, the system will keep the inventory prices as they are.

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Step two: Set when a Product becomes Sell Fast

The Sell Fast must be set for each product. To set a product’s Sell Fast Aging, do the following instructions:

  1. Go to Setup and select Products.

  2. Search the product.

  3. Click on Edit from the Actions column.

  4. Set the number of aging days the system will require in order for a product to be marked with the "Sell Fast" icon.

  5. Click on Save

your changesFinally and keep in mind

  1. . 

Ui step

When you use this option, products will automatically become Sell Fast once they reach a predetermined Aging.

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Optional: Set the Markup for a specific Customer

Finally, remember that this last step is optional

,

; set the markup for the customers

that

who will buy these items if needed. To do so,

please follow the steps below

do the following instructions:

  1. Go to Setup

> Customers, select

  1. and select Customers.

  2. Select the customer

that

  1. you

will

  1. would like to set the price markup for

and under the "Actions" column click on Edit

  2. Click on Edit from the Actions column.

  3. In

the top left corner

  1. the top left corner, click on Advanced.

  2. Locate the Sell Fast Markup option on the right-hand side of the screen.

  3. Set the markup amount

either

  1. by a percentage or dollar amount (positive or negative amounts can be used)

and save your changestitleRelated Articles

  1. .

  2. Click on Save. 

Panel
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.

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cqllabel in ( "sell-fast" , "order-entry" )
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Info
titleInformation

If the sell fast markup is not set, the system will keep the inventory prices as they are.

TipOnce 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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