RetailEasy on-cloud lets the User to control the Item properties like minimum or maximum quantity, visibility in the sales and purchase screens, etc. as detailed below. Item property setting is a location-based feature, i.e the Item properties can be edited based on Branch, Area, etc.

Benefits of Item Property Setting:

Based on the Branch, State, Area, or Circle we can enable/ disable the Sales and Purchase of the Items and this will enable/disable the Item from appearing on the Sales and Purchase screens. Similarly, the Sales Return and Purchase Return for the Item can also be enabled/disabled and accordingly the Item's visibility will be enabled/disabled from the Sales and Purchase return screens. The Allow Negative Stock can be enabled/disabled for a particular Item.

How to set the Item Properties?

Step 1: In the main tab of RetailEasy on-cloud, click on Master > Item

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Step 2: From the drop-down of the Item section, select Item Property Setting

Step 3: Fill in the fields of the Item Property Setting

Refer to the field descriptions given below.

• Based on - Select the location Based on which you want to set the Item Properties, from the drop-down

• Name, Address - Press Enter on the Name field and choose the Name of the location from the list of values appear and the address will be auto-filled

Note: If the Based on location is Branch, the pop-up list will contain only Branch Names. If the Based on is Area, the pop-up list will contain only the Area Names that were already stored in the domain.

• Item Status - Select the Status from the dropdown.

• Active - The Item list will contain only the Items with the Active Status

• Inactive - The Item list will contain only the Items with the Inactive Status

• All - The Item list will contain all the Items irrespective of the Status

Step 4: Tick/Un-tick the Checkboxes to enable/disable the Item in the modules

Refer to the descriptions given below.

Note: 

• Click on > or < to move to the next or previous page of the Item list, respectively

• Click on >> or << to move two pages forward or backward of the Item list, respectively

• Min Qty, Max Qty - Click on the field to type the minimum or maximum count of the Item that you want to maintain in the store. Note: Indent (Demand) is an exclusive feature of RetailEasy on-cloud, which auto-generates the list of purchase items and the purchase quantity based on the on-hand Stock quantity, Min Qty and the Item's Max Qty. Indent is useful when offering or selling items without storing stocks at your storage or distribution point. 

• Sales, Purchase

• Tick the check box to enable Sales and Purchase for the Item. The Item will be available in the Sales and Purchase screens

• Untick the check box to disable Sales and Purchase for the Item. The Item will stop appearing in the Sales and Purchase screens

• Pur.return, Sale.return

• Tick the check box to enable Sales and Purchase return for the Item. The Item will be available in the Sales and Purchase return screens

• Untick the check box to disable Sales and Purchase return for the Item. The Item will stop appearing in the Sales and Purchase return screens

• Allow Negative Stock - Select Yes/No from the field drop-down

• Yes - Allow Billing irrespective of stock availability

• No - Allow billing only if there is stock availability

Note : Allowing Negative Stock will allow billing even during stock unavailability. This should be set carefully as the stock will be in negative for billed items in Reports.

• Tax inclusive

• Tick if the Item's net value is inclusive of Tax and no additional tax would be collected from the customer

• Untick if the Item's net value is exclusive of tax and additional tax has to be collected from the customer

• Store PickUp - Store pickup is used for online ordering. Say, an online seller does not deliver to your area, you can opt for Store pick-up and collect it from the nearest outlet of the seller.

Step 5: Click on Save

Any edit made to the Item Property Setting will be reflected in the Sales, Purchase, and Return screens.