Stock Tracker 4
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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

Adding Items

Stock items can be added using either the Drops or Stock sections.


Add a Collection Item via Drops

Step 1 - Create Drop (a drop is a collection and/or delivery of items from/to a single address)

Note: A progress bar may appear briefly while the contacts/addresses data is first indexed.

Step 2 - Enter Drop Address

 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.

Step 3 - Smart Job Match

If any future jobs (a "job" being a collection of drops or a "van run") are going to the same address or a similar post code, the window below will appear showing a list of similar existing drops.

Step 4 - Add Item(s) to Drop

 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.

About Drops Lists

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.


Add an Item Directly from the Stock Items section

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.

Step 1 - Create Item

Note: A progress bar may appear briefly while the contacts/addresses data is first indexed.

Step 2 - Enter Supplier (or Donor) Address

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.

Select Item's Category and Type

Check Item Details and Save

 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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