|Use the navigation panel to go to Company/Maintenance/Preferences. |
‘Preferences’ is used for selecting standard inventory management settings.
(Click on screenshot to enlarge).
The ‘Sales orders’ and ‘Purchase orders’ boxes can be used to determine how much the user would like the sales and purchase orders to influence the inventory module.
Stock management: Select between ‘Nothing’, ‘Reserved’ and ‘Movement’.
Set ‘quantity’ to one: Check this box to always set the quantity of items to one when order lines are created.
Edit Delivered: Check this box to edit the ‘Delivered’ field in the order lines.
Check EAN: Check this box to always check the EAN number.
Shows on-hand information for the item: Check this box to show stock availability of items on the order lines.
‘Deliver now’ decides quantity to be delivered: If a check mark is placed here, then the ‘Deliver now’ field in the order lines will be active. Consequently, if ‘0’ or nothing is entered in the ‘Deliver now’ field in the order line, then nothing will be delivered. So if this box is checked, then it is important to type in exactly how much should be ‘Delivered now’ on each order line.
Invoice. Show lines not delivered: If this box is checked, the items that are ordered but not yet delivered, will also be shown on the invoice.
Update order lines with changes in cost prices: If this box is checked, then any open order lines are automatically updated whenever cost prices are changed. This will also change the price for repeating subscriptions. NOTE: before cost prices can be updated, the user needs to recalculate the cost prices under ‘Inventory/Maintenance/Variants/Recalculate the cost prices‘. Once the cost prices have been recalculated, be sure to close the order lines window and open again in order to update the prices.
Read more about sales orders and sales order lines here.
Stock management: Select between ‘Nothing’, ‘Ordered’ and ‘Received’.
Set ‘quantity’ to one: Check this box to always set the quantity of goods to one when purchase order lines are created.
Edit received: Check this box, to be able to edit the order received.
Read more about purchase orders here. (Link in English coming soon).
Account on stock transactions: Select whether stock transactions should be accounted for in the ‘Invoice account’ or the ‘Delivery account’ (the actual customer account). Read more about choosing a different ‘Invoice account’ for a customer versus the ‘Delivery account’ (actual customer account) here.
Negative stock: Check this box if Uniconta should accept negative stock levels in the inventory module.
Update the item with the latest cost price: Check this box if the item should automatically be updated in the inventory module with the latest cost price.
Read more about the inventory module here. (English link coming soon).