Pre-requisite questionnaire for The Eye (for RetailEasy 7 customers)

Pre-requisite questionnaire for The Eye (for RetailEasy 7 customers)

Activation of The Eye trial or Subscription:


To know how to access The Eye license, and procedure for experiencing The Eye click the link here.

Pre-requisite questionnaire:
​
Below topics are to be known in advance in RetailEasy7 for effective use of The Eye solution.

SUPPLIER MASTER

 

S.No

Topic

Help document link

Help video link

1

Setting up a Primary Supplier for an item or set of items in bulk

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-set-up-a-primary-supplier-for-an-item-set-of-items-in-bulk

2

Setting up a Secondary Supplier for an item or set of items in bulk

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-set-up-a-primary-supplier-for-an-item-set-of-items-in-bulk

3

Setting up a Supplier calendar for a supplier

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-setup-a-supplier-calendar-reorder-days-for-a-supplier-in-retaileasy

 

ITEM MASTER

 

S.No

Topic

Help document link

Help video link

1

Deactivating Purchase for a product or set of products

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-purchase-deactivate-an-item-or-set-of-items-in-the-item-master

2

Creating an item hierarchy level

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-create-a-new-item-hierarchy-level

https://www.youtube.com/watch?v=Pn1UZM7s4rI

3

Adding new values to an item hierarchy level

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-add-new-values-at-an-item-hierarchy-level

4

Assigning items to item hierarchy in bulk

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-assign-items-to-the-item-hierarchy-categories-in-bulk-21-12-2022

5

Setting up Bulk/Repack items and Kit items

https://community.gofrugal.com/portal/en/kb/articles/creating-bulk-repack-item-in-item-master

 

PURCHASE ORDER

 

S.No

Topic

Help document link

Help video link

1

Setting up Purchase Order expiry days for a supplier or set of suppliers in bulk

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-set-up-the-purchase-order-expiry-days-for-a-supplier-or-set-of-suppliers-in-bulk

2

Setting up Purchase UOM and Transfer UOM for an item or set of items in bulk

https://community.gofrugal.com/portal/en/kb/articles/concept-of-conversion-and-its-usage-in-purchase-module-part-i-conversion-master-po-generation

3

Cancelling a Purchase Order

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-cancel-a-purchase-order

4

Editing a Purchase Order

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-edit-a-purchase-order-which-is-open

5

Printing a Purchase Order

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-print-a-purchase-order-in-the-pos

6

Making GRN against Purchase Order

https://community.gofrugal.com/portal/en/kb/articles/do-you-know-how-to-perform-purchase-entry-against-a-purchase-order-can-we-restrict-the-purchase-entry-with-a-purchase-acknowledgement-process

 

INVENTORY

 

S.No

Topic

Help document link

Help video link

1

Performing stock audit at the store

https://community.gofrugal.com/portal/en/kb/articles/physical-inventory



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