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Results for “items” — 20 results

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Filters and options in the Goods on the Way report

A reference guide to filtering and customizing the Goods on the Way report for your needs.

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Storekeeper: daily workflow

The complete day from receiving goods to counting stock and recording movements.

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Storekeeper: your first day

Get oriented: what a storekeeper does and the core inventory tools.

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Storekeeper: quick reference cheat sheet

One-page lookup: menu paths, barcode workflow, and daily checklist.

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FAQ: Refunds & Returns on Cash Purchases

Quick answers to common questions about returning items and getting money back.

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FAQ: Allocation

Common questions about how to allocate landed costs across inventory items.

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How bills move stock: inventory receives

Learn how a bill with line items updates your inventory and general ledger.

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FAQ: Refunds & Returns on Bills

Quick answers to common questions about returning goods and refunding bills.

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Running the Goods on the Way report

Track items you have ordered but not yet received to monitor your incoming inventory.

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How purchase refunds post to the ledger and stock

Learn how a vendor refund affects your general ledger accounts and inventory balance.

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Handling returns at the POS

Process a customer return or exchange of goods at the point of sale.

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Refunding an invoice (partial refund)

Return part of the invoice amount and adjust inventory for returned items.

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Refunding a bill (partial refund)

Return goods to your vendor and record a partial credit back to your account.

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Editing a cash purchase: what changes are allowed

Know which fields you can change and when, depending on the purchase status.

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Marking a bill as received (stock into the warehouse)

Receive goods and add them to your warehouse inventory when a shipment arrives.

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Choosing the warehouse on a bill

Specify where purchased inventory items will be received and stored.

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Returning goods to a vendor

Create a return for damaged, defective, or unwanted items and remove them from your inventory.

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Filters and options in the Sales by Item report

Reference for all available filters and parameters to customize your report results.

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Adding lines: products, expense services and landed cost charges

Populate a bill with inventory items, one-off services, and shipping or duty charges.

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Bill vs cash purchase vs purchase order: which document to use

Understand the three main purchase documents and when to use each one for different buying situations.