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Still coming or will be in new release Bill of Materials (BOM) multiple import This will allow for multiple BOM imports from one Excel sheet. Go to Inventory > Configuration > BOM setup Click on Print/ Export drop down and select Import BOMs   Select y...

Inventory> Configuration> Bill of Materials Setup This is where you will setup the Bill of Materials Recipe based on your manufacturing items. In order to create a BOM item you need raw material stock type items, custom type items and or as well as Service t...

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  Import Bill of Materials Help Imports items into the Bill of Materials recipe from a CSV File that has been prepared with the fields as indicated below. Select File Allows the user to browse the computer to find the CSV file to be imported. ...

This function updates custom or service items found in the selected BOM

The three options in the dropdown, 1 Request for Purchase Order 2 Request for Quote 3 Request Create Job Picking Slip Are simply a suggestion from the Stock Request originator to the recipient of what action must be taken when pr...

It is a function available on our webatar app that allows the user to count inventory using their mobile devices this data is then synced to the main system. Upon syncing the user will go to the main system Inventory> Activity> Stock Count    Stock count ...

  The stock count function is a feature on the Webatar App that allows one to do stock takes or cycle counts. These counts can then be processed to various documents including stock takes. On the Webatar App, go to Inventory, Stock Counts   There are Mul...

Video training manual 2021 - Click Here This section of the system uses the ScanSKU device to scan for stock take and stock count and import into the stock count. Open up the Scan SKU window from Scan SKU button. Once window is open, drag your scanned CSV f...

Video training manual 2021 - Click Here Processing of stock counts to a stock take Print Functions Process Actions

Go to section ScanSKU for how to do Click here  

Stock request usually imply requesting stock items from your warehouse. Stock Request process Within the Webaccounting system, stock requests can be used for 3 reasons: RFQ – Request for Quote Request stock from warehouse (Picking Slip) Request Purchase...

Stock request document types

There are certain rules that apply on stock requests relating to Documents. In most cases this is a great way for staff to capture a document telling admin and accounting staff what has happened to stock. Stock request to Invoice This will not update any li...

Capturing a Stock Request manually This option will typically be used when you wish to request stock which may not necessarily be for a job, example for holding stock or to initial a Purchase order. Inventory Module> Activity> Stock Requests Click the Add...

Returning stock back onto a job If job line is not locked or invoiced, then we are doing a manage job line with a negative quantity to remove the quantity off the job that was managed. This is the same for a stock item. However if the line is locked because...

Once the Stock Request has been promoted to the Stores, the Storman will search the respective stock request: Remember, the Picking slip has already been printed by the requester. Thus, the Storman would have collected the Picking slip from the designated tr...

Job Costing Assign Job Line manage Rule Below are some examples of how the stock should be handle when trying to manage (WIP Allocation) them onto the job There are two conditions before promoting a quote to a job 1 Allow to Exceed Value 2 Allo...

Use this option to return stock back onto the job. This will check the job and where possible it will unmanage the stock or custom items on the job. Custom item If the custom item is unable to be taken off the job, it will create a new line with positive qu...

Inventory >Activity>Stock Level Adjustment To create a stock level item click on the Add button fill in the header information of the stock level adjustment and then click on Save. Click on Add to insert lines. In this window search for the stock item ...