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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview

Excerpt

The system allows you to configure the way as the inventory section will work for your company. This page explores what options can be customized.

  • Go to Setup>Settings
    • Click on Inventory Options under Inventory title
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    ui-expand
    titleAllow users to confirm temporary AWBs in the Staging Area screen

    In order to allow users to confirm products with temporary AWBs from the staging area, you can enable this option. This option also allows printing shipping labels even if they are temporary. For further information please read How to Create a Temporary AWB.

    Instructions

     

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    Go to Setup >> Settings, click on the Inventory Options link.

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    Ui step

    Check the box Allow users to confirm temporary AWBs in the Staging Area screen

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    This option also allows printing shipping labels even if they are temporary. For further information please read How to Create a Temporary AWB.
    Ui step

    Click on Save to finish.

     

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    ui-expand
    titleAutomatic sell fast optionSell Fast Option

    The sell fast option allows the users to mark on hand products with a lightning bolt icon 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:  

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    Go to Setup > Settings > Inventory Options.

    Once

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     Once you're on the pop-up window check the Automatic setup of Sell Fast and Local Inventory option.

     

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     2.


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    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 number of aging days the system will require in order for a product to be marked with the "Sell Fast" icon.
      • Save your changes.

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    Ui step

    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 the 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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    Info
    titleInformation
    -
    • 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.
    -
    • If the sell fast markup is not set, the system will keep the inventory prices as they are.
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    titleLocal After Option

    This setting allows transferring products to the local inventory once they have reached the max age setup per product or per category. 

    Ui steps
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    Ui step

    Go to Setup > Settings > Inventory Options.

     

    Ui step

    Once you're on the pop-up window check the Automatic setup of Sell Fast and Local Inventory option and click on Save.


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    Go

     

     

    Ui step

     Go to Setup>Products. Locate the product and under the Actions column click on Edit (or click on Add Product).Enter the number of days after which the product will be moved to the local inventory. Notice that this setting also determines the Max Age for the E-commerce and Future inventory. For further information please read How to

    set up

    Set Up the Max Age for the E-commerce

    products?

    Products.

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    E.g: The current day is 10/28/2016. A product has arrived the 10/26/2016 and we set up a Local After for this product of 2 days. This mean that this product will be moved to the Local Inventory from tomorrow (the third day).

    Ui step

    This setting can be also setup per category (be aware that prevails the value per product, if exists). For set up this setting per category, go to  Setup>Products and click on the categories option.


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    Then click on Edit or Add category. In the local after box enter the number of days after which the products will be moved to the Local Inventory. Once you are done, click on Save.


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    Info

    Please note this task runs overnight; reason as to why the product will show up as Local

    After

    the following day.

    ui-expand
    titleHold on Confirm

    In order to allow the users to view the product available on inventory once it is confirmed from the Staging Area or automatically placed On Hold.Instructions 

    Instructions

     

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    To configure this option, go to Set Up

     - 

    >>Settings, click on the Inventory Options link.

    Ui step
    It

     It displays an option called Hold on Confirm, choose Automatically placed on hold if you want to hold the product once is confirmed in the

    staging area. Choose

    Staging Area.

    Ui step

     Choose the Available in the Inventory option, if you want to allow the sales people to view the product available. Finally, click on Save.

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    titleRelated Articles

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