MINI-‐GUIDE: Using Stock in Kitomba
Contents
1. 1 Page www kitomba com V1011 Ukitomba E SALON AND SPA SOFTWARE 1 Sell stock in Kitomba by invoicing your customers through their appointment on the calendar or if they do not have an appointment you can create an invoice for them through the Cards tab For more details see pages 19 22 and 28 29 in the latest Kitomba User Manual If you don t have the latest User Manual you can download it from www kitomba com Support and select the User Manual PDF 2 Order Stock through Kitomba using a Suppliers Order OJ lt Cards f i Mes arch s To do this e Click onto the Cards tab e Click on the Working with Suppliers icon e Select the supplier that you would like to create an order for e g L Oreal e Click onto Order O k Generate Order xs Supplier s Order Order level O iMin O Max Amount Sold Used Since 16 Jun 11 Product selection Product Type All Product Category All z Create Order Automatically Create Order Manually e Choose how you would like to order e g min max levels or the amount you have sold used since the chosen date e Click Create order automatically 2 Page www kitomba com V1011 Ukitomba E SALON AND SPA SOFTWARE e You can adjust this order until it is right for you and then click Commit When you have created your order it shows under the supplier like this vy Q 27 Jun 11 oRD1889 3 Check Stock in Re2. eA a Change all prices for this Category Generate Barcodes for this Category tly Set Max Min amp OrderLot levels for this Category D Set Supplier for all Products in this Category Yal Run Stocktake report for this Category t4 Stocktake Category and enter stocktake results as an Adjustment 6 Page www kitomba com V1011 Ukitomba E SALON AND SPA SOFTWARE Or you can edit each product individually Retail Product Name AV Blow Dry Lotion 200ml Type Retail z Category ADDVOLUME z Description 200ml Code 4044900000000 Web Address Alternate Code Supplier Details Supplier KMS Min Level Supplier Code Max Level b Stockon Hand 0 0 Order lot Price Details Price incl GST Margin in excl GST Standard Cost excl GST Margin as g Trigger Magic Marketing when sold Create Concession Charge 7 Page www kitomba com Vioil
3. RICHESSE SERIE EXPERT SERIE NATURE TECNIART In this example we are doing a stock take for the whole of L Oreal but you could also do this by the smaller sub categories e g Richesse e Click onto Run stock take report for this category Deactivate Reactivate all items in this Category r Move all items from this Category Eal em E7 Change all prices for this Category Generate Barcodes for this Category Run Stocktake report for this Category tly Set Max Min amp OrderLot levels for this Category I Set Supplier for all Products in this Category r gf Stocktake Category and enter stocktake results as an Adjustment Clicking this button will take you to the Reports tab and give you a stocktake report for the chosen category 4 Page www kitomba com V1011 Report runfor LOREAL Expected Barcode Name Amount DULCIA TOHICA UYU TUM ANU I utcia advanced resistant o 3 0 dresistant U1 UMD AV IMM YY Dulola advanced resistant to natural 40 dnormal Dulcia advanced natural sensitised 2 2 0 WMVINY OULU ONIU MO UI TI presifon 1 0 3474633003962 IHOA Loreal UNV UD ANU AN a INGA 1 6 5 int Ukitomba E SALON AND SPA SOFTWARE Actual Amount Variance 0 0 U L a Print this report and take it with you as you record your actual amounts Once you have completed the stocktake you can adjust your actual amounts in Kitomba To make an adjustment Click the category that you would li Ss Deact
4. Ukitomba E SALON AND SPA SOFTWARE MINI GUIDE Using Stock in Kitomba What is Stock Stock includes any physical items you sell to your customers e g shampoo conditioner oils candles etc Stock also includes any disposable items you use to run your business e g colours massage oils hand wash Working with stock There are five key areas around working with stock in any business This mini guide will cover how to manage each of these areas on your Kitomba Selling stock Ordering stock Checking stock in receiving stock Checking stock out for internal use Stocktake ee YE How do set up Kitomba to keep track of my stock Kitomba already keeps to track of every item you sell to customers however if you wish to control ordering of stock you need to setup a few things so that Kitomba can keep track of your stock accurately When you first have Kitomba installed we ask you some questions about your suppliers and the stock items you use This is a starting point to tracking your stock Quick overview of stock tracking e Correct any e Stocktake what cae items you Information currenty have in p R e Delete products store e Enter supplier not needed e Create a Stock contact details e Add products adjustment to not listed match Kitomba e Set min and max to your stock stock levels levels NOTE If you have just started using Kitomba your on hand stock amounts may not yet be correct You should do a stocktake first
5. ceipt Stock d Q 27 Jun 11 ORD1889 e When the order arrives click on the order e Go through the order to check everything has arrived e Inthe bottom right corner you can click on Check In and then Commit This will turn the order icon to brown create a Suppliers Invoice and update your stock on hand levels TP Loreal R J 30 Jun 11 521 56 O 27 Jun 11 oRD1889 b If you haven t created the order in Kitomba you can create a Suppliers Invoice Wil c You will also need to enter the order manually in Kitomba 4 Check Stock out for internal use nh lt Cards Reports Help V7 Admin earch D S g ey ah eT e Click onto the Cards tab e Click onto Check out stock for Internal Use 3 Page www kitomba com V1011 Ukitomba E SALON AND SPA SOFTWARE e Enter all products you re checking out for internal use e Click Commit 5 Stocktake e Stocktaking and making adjustments can be done by category rather than stocktaking your entire inventory in one go For example doing one category per week is a faster more manageable way of stocktaking To stocktake for a category Go to the Cards tab click onto the Work with Products and Vouchers icon lt Cards L Cards Mes acn 8 9 E Click onto the category that you would like to stocktake DULCIA TONICA INOA Loreal LOREAL BASIN STOC MAJI MECHE MAJIBLOND MAJICONTRAST MAJIREL MAJIROUGE PEROXIDES PLATINUM PLAYBALL
6. ivate Reactivate all items in this Category EJ Change all prices for this Category tly Set Max Min amp OrderLot levels for this Category iy Run Stocktake report for this Category When you click on this button it will take y prepopulate all products for the category 5 Page www k ke to make an adjustment for DULCIA TONICA INOA Loreal LOREAL BASIN STOC MAJI MECHE MAJIBLOND 9 MAJICONTRAST 9 MAJIREL MAJIROUGE PEROXIDES PLATINUM 9 PLAYBALL RICHESSE SERIE EXPERT SERIE NATURE TECNIART Click onto Stock ake Category and enter Stocktake results as an Adjustment Move all items from this Category EA Generate Barcodes for this Category Set Supplier for all Products in this Category tt Stocktake Category and enter stocktake results as an Adjustment ou directly to the adjustments screen and itomba com V1011 Ukitomba E SALON AND SPA SOFTWARE 24 50 3 1 2 49 00 24 50 4 24 50 2 22 26 1 0 1 22 26 e Make your adjustments then click Commit You have now updated the L Oreal category to your actual stock amounts For automatic stock ordering in Kitomba You need to do the following things e Set your suppliers e Set min max stock levels e Make sure your products are all in the right category with the correct cost and retail price This can all be set in the Category Actions Deactivate Reactivate all items inthis Category Move all items from this Category 5
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