The Ideal Stock Control Software
Easify has inbuilt stock control software to ensure that your stock levels stay
correct at all times.
First of all if you’ve been using Easify for a while and you have already put your
stock levels in there, it’s a good idea to ensure that your stock levels are correct
by doing a stock take. You can print off a Stock Take report for this under Reports,
Products, Stock Take (as shown below) – this will provide you with an easy way of
checking your physical stock levels against what is shown on Easify.
In Easify there are three different types of stock control – Manual, Semi-automatic
and Automatic.
Under the Automatic option, Easify will take control of your stock levels, allocating
products to orders as necessary and removing them from stock when sold. If it is
important to you that your stock levels stay correct, then I’d recommend that you
use the Automatic stock control option and let Easify do the hard work for you.
This may be found under the Tools->Options->Products menu as shown below:
In Easify there are two ways of selling products – through the Point of Sale (POS)
or through the Orders & Quotes screen.
Every time you complete a sale through the Point of Sale, Easify will automatically
remove the product from your stock levels. To complete a sale you will need to click
on the F12 button to take payment and complete the sale.
Tip: If you add a product to the Point of Sale and close the Point of Sale
without completing the sale or removing the product from the Point of Sale window,
it will be saved as an In Progress Shop Sale in the Orders & Quotes window. Stock
will have been automatically allocated to the sale and you will need to remove the
allocation or cancel the order if it is no longer valid.
You can also sell products through the Orders & Quotes window. Any product that
is moved to delivered will automatically have its stock levels reduced, as shown
below:
Tip: If you return a product, Easify will not automatically put the product
back into stock for you. This is because many businesses will need to check and
test the returned product before adding it back into stock. Once you are ready to
add a returned item to stock you will need to manually re-adjust the stock levels.
Not only can Easify remove products from stock, but it can also add them into stock
through the Purchasing system. Once you’ve checked the order in the Easify purchasing
system will automatically add the products into stock. Please see our
comprehensive
online help for more information.