To add Opening stocks, click on the [Add New Opening Stocks] button in the Opening Stocks app or press F8 keyboard key.
Define the invoice information (all fields are required):
- Description
- Category
- Date
- Department
To create invoice and save changes click on [CREATE] button or press F9 keyboard key, or click on the [CANCEL] button to ignore changes.
After you create the document, you can add items and define prices.
Items can be added via Item Name (F8) field. Search for the product in the stock by name or SKU. You can use bar code reader to add items faster. There are additional options in the document menu to bulk add items to the document.
- SKU
- Item
- Unit
- Quantity
- MAC
- Purchase - purchase price. If the price is greater than 0 it will be added to the default price list once the document is approved.
- Retail - retail price. If the price is greater than 0 it will be added to the default price list once the document is approved.
- Wholesale - wholesale price. If the price is greater than 0 it will be added to the default price list once the document is approved.
Quantity is required field and it's also very important to enter correct MAC amount because it is used in reporting and calculating profit margins.