Inventory
Do you know how to perform a GRN against PO? and currently, is the GRN done against the PO?
Purpose of GRN (Goods Receipt Note) It is an essential document in inventory management and supply chain processes. Its primary purpose is to document the receipt of goods or products into a business or organization. 1.Confirmation of Receipt ...
Do you know how to add new values at an article hierarchy level?
What is Category Value: The Base category is broadened by Category Value, which functions somewhat like a subcategory. Benefits:The Creating item category values under specific categories allows you to assign a purpose or intent to each category ...
Do you know how to setup purchase and transfer UOM for a product or set of products in bulk?
Purpose of UOM : UOM (Unit of Measure) is defined as the standard unit of measurements used when accounting for stock, and expressing them in quantities. For example :- KG, Grams, Unit, PCS, PAC, ML, Ltr, Box etc. Benefits of UOM : Accuracy: Unit of ...
Do you know how to create a new article hierarchy level?
Purpose of Item Category : An Item category is like a special group of things that share similar features. It's a way to organize and group similar items together, so you can easily set prices and create reports for them. Benefits of Item Category : ...
Do you know how to assign items to the article hierarchy in bulk?
Purpose of Item Category : An Item category is like a special group of things that share similar features. It's a way to organize and group similar items together, so you can easily set prices and create reports for them. Benefits of Item Category : ...
How to setup Kit Products in TruePos ?
What is a KIT Item? In retail business, a KIT item is a product that is sold as a collection of individual items or components that are packaged together to create a single unit. The components of the KIT item are typically related to each other and ...
How to perform a stock audit at your store in TruePos ?
What is the purpose of Stock Audit ? Purpose : Stock audit, also known as inventory audit, is a process of verifying and validating the physical stock of goods or materials held by a company or organization. It involves comparing the physical stock ...
How to setup Products for Repacking bulk to Child/Repack ?
Purpose : Repacking is an arrangement of converting bulk package into the small package of items (e.g. packing of sugar from a bulky bag of 100Kg to smaller packets like 1KG, 500 gm, 100 gm etc) depending on the requirement and demand. It is commonly ...
How to create, define and apply Price Level in RetailEasy on-cloud?
Using the Price Level the Selling price for a particular customer can be increased or decreased by a fixed percentage or value on Cost price, Selling price and MRP. The Price level is reflected in the Sales bill for the customer to whom it is ...
How to Create Bulk/Repack item and map Repack item with Bulk item in RetailEasy on-cloud ?
In a Retail store items are bought in bulk from wholesale dealers and they are repacked into items of smaller quantity.The repacked items are priced a little higher than the proportional price which is inclusive of ...
How to Ship from a different Branch in RetailEasy on-cloud?
Sales Quotations are created to provide a prospect with an estimate of his purchase. RetailEasy on-cloud has the feature by which, a Sales Quotation created in one Branch can be shipped from the other Branch. This can be useful when a Sales Quotation ...
How to add a New Shipping Address in RetailEasy on-cloud?
Customers might want to make an Order from one branch and get the goods delivered to another Branch. So a single customer can have more than one Shipping Address. In RetailEasy on-cloud, you can add a new shipping address to the Customer from the ...
How to check the Stock Update Detail in RetailEasy on-cloud?
RetailEasy on-cloud has the Reports features, covering all business operations, providing comprehended results from the data. Stock Update Detail is the Report that covers the data on Stock Update Entry and corresponding approvals. Benefits of ...
How to make a Stock Update Entry in RetailEasy on-cloud?
Stock Update Entries are made to update the stock count in the Inventory. It is one of the stock update features of RetailEasy on-cloud through which the stock count can be modified, fleeing Purchase Invoice. To avoid any misuse of the feature, all ...
How to make an Opening Stock Entry in RetailEasy on-cloud?
RetailEasy on-cloud has provisions for both bulk and individual Opening Stock Entries. In RetailEasy on-cloud, Stock updates are done to inventory through Purchase Invoice, Opening Stock Entry, Stock Update Entry with respect to scenarios. Benefits ...
How is Opening Stock [By Serial No] Master Migration done in RetailEasy on-cloud?
RetailEasy on-cloud supports both individual and bulk Opening stock update entry. The Opening Stock update entry via Master Migraton can be done in three ways based on the Product Type. Standard Item Stock Update can be migrated by Item Name EAN Code ...
How to add Assembly Ingredients in RetailEasy on-cloud?
In RetailEasy on-cloud, the component items of the Assembly are called Assembly Ingredients. Items can be designated as Ingredients (from the drop-down of the Packing field) while creating the Item. The Items marked as Ingredients will appear in the ...
How to map the Items with the Supplier in RetailEasy on-cloud?
The Supplier Vs Item feature of RetailEasy on-cloud is used to map Items with the Suppliers who supplied the Items. The Item creation screen maps the Supplier to the Item while the Supplier Vs Item screen maps the Items with the Supplier. Benefit ...
How to set Item Properties in RetailEasy on-cloud?
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 ...
How to Filter, Edit, and Delete a Supplier in RetailEasy on-cloud?
RetailEasy on-cloud maintains the record of Suppliers you have purchased from, along with the Items. The Filter option in the Supplier screen makes it easy to find the Supplier you are looking for. Any incorrect entry in the Supplier data can be ...
How to Re-Register a Node?
Node re-registration is a second layer of security, provided by RetailEasy on-cloud. Ensure that the below-mentioned pre-requisites are met before re-registering a Billing Node/Counter. Prerequisites to Re-Register a Billing Node/Counter: The ...
How to create Node Users in RetailEasy on-cloud?
RetailEasy on-cloud has two types of User classifications - Node User and Anywhere User. A Node User's login credentials can be used to access the domain only from Node that the User is registered with or has Re-Register access. A Node is a system ...
How to register a New Billing Node/Counter in RetailEasy on-cloud?
Setting up Nodes or Counters in RetailEasy on-cloud, with a web browser, Node license and a RetailEasy on-cloud domain name is a simple process. Setting up a new Billing Node/Counter hastens the billing process and enhances customer satisfaction. ...
How to add and map a Relationship officer?
Relationship Officer/Dealers are often parts of businesses that involve a supplier and a distributor. The Dealers help businesses win the right customers. In return, they are paid a share of the sales made to the customers. RetailEasy on-cloud ...
How is Opening Stock [By EAN Code] Master Migration done in RetailEasy on-cloud?
RetailEasy on-cloud supports both individual and bulk Opening stock update entry. The Opening Stock update entry via Master Migration can be done in three ways based on the Product Type. Standard Item Stock Update can be migrated by Item Name EAN ...
How is Opening Stock [By Item Name] Master Migration done in RetailEasy on-cloud?
RetailEasy on-cloud supports both individual and bulk Opening stock update entry. The Opening Stock update entry via Master Migration can be done in three ways based on the Product Type. Standard Item Stock Update can be migrated by Item Name EAN ...
How to edit Assembly Items in the Sales Bill screen?
The sales of the Assembly Item appears in the same way individual items are sold. The Assembly Item can be chosen from the list of Items pop-up. The on-hand stock of the Assembly Ingredients will be deducted from the Inventory when the Sales Bill is ...
How to create a Designation in RetailEasy on-cloud?
In RetailEasy on-cloud, the domain users, (employees of your store) can be assigned a Designation, based on which the access can be classified. This will define the access hierarchy to your domain, and enhance the domain security. If the managers ...
How to create a Department in RetailEasy on-cloud?
RetailEasy on-cloud lets you add the Departments of your store to your domain. Adding Departments to the domain lets you, group employees, at the time their addition to the domain. Adding Departments, indirectly helps you in building the domain ...
How to create a Role in RetailEasy on-cloud?
Every Retail business involves people working in different roles to smoothly forward the business. This classification is important to define the responsibilities and the capacities of the employees. RetailEasy on-cloud lets you add employee Roles to ...
How to enter EAN/UPC code in RetailEasy on-cloud?
RetailEasy on-cloud supports both UPC and EAN code. The choice of EAN/UPC codes depends on the country. Updating the Item EAN/UPC code enables the barcode scanning feature, using which the Item barcodes can be scanned to get the details on the Sales ...
How to add a Brand in RetailEasy on-cloud?
RetailEasy on-cloud lets you add Brands to your domain in two ways. One way is to add the Brands from the Brands screen of the Master section. The second way is to add the Brands from the Create Item screen. This lets you add a new Brand without ...
How to Quick add Customers from the Sales Bill, Quotation or Order screens in RetailEasy on-cloud?
RetailEasy on-cloud has the feature to add customers during billing. Customer details can be directly saved from the Sales Bill, Sales Quotation, and Sales Order screens with direct Keyboard shortcuts. Benefits of the Quick add feature to add ...