Stock Tracker 4 |
Stock Tracker 4 Home |
Using Stock Tracker 4 |
Getting Started Guide |
Initial Setup |
Operator Login |
Overview |
Adding Items |
Selling Items |
Managing Contacts |
Reference |
Client Options |
Administration Area |
Printing |
Using Barcodes |
Networking |
Backup Instructions |
Product Registration |
Stock items can be added using either the Drops or Stock sections.
Note: | A progress bar may appear briefly while the contacts/addresses data is first indexed. |
Tip: | You can save typing time by searching for a post code or road name. Even if the person does not exist in the database you can highlight an existing address in the same road and press Add Contact at Same Address. Then simply enter the new name and change the house number. |
Tip: | The item's initial status can be easily set using the drop down box at the bottom. Tick the box to use this status next time. |
A drops list or "driver's job sheet" can be printed at any time by pressing the Print Drops List toolbar button in the Drops section. This will print all of the visible drops (it is advised to pick a specific van and time slot first), to change the visible drops adjust the calendar date and/or Van & Drop Time Slot filters.
Items may also be added directly using the Stock Items section, this is typically for "walk-in" donations or other stock that does not require collection.
Note: | A progress bar may appear briefly while the contacts/addresses data is first indexed. |
It is generally good practice to store each donor/supplier's address were possible as this information may be used for Gift Aided items and/or reporting purposes.
If the supplier's address is unknown or anonymous press Cancel and a "blank" donor/supplier address will be used for this item.
Otherwise...
Tip: | You can search other fields too (such as address and post code) by dropping down the Search Within box in the Advanced tab. |
Tip: | The item may not appear in the Stock items section stock list if no search is active or the filter criteria does not match the newly created item's details. In most cases simply pressing List Items will make your new item(s) appear. |
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