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user manual version 6

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1. 5 54 FTP uploads report 89 6 55 5 COMEFOIS lt 5 90 FISUrE S56 Statistics 92 Analyze se EE Eea ada aiana Ea eea Ea 94 Version 6 15 01 123 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Figure 58 General settings administration ec eecesceeeseceseceeeeeceeeeeeneeceaeeeeaeeceeeeseneecsaeeeeaeecaeeeeneeceaeeesaeecaeeseaeecaeeeeaeecneeeeeneees 95 Figure 59 Label format 98 Figure 60 Seta command NI Me 99 Figure 61 Activation of additional areas in customer 103 Figure 62 Setting of extension items 105 Figure 63 Settings of tracking and tracing ccccecccscesseeeeeeeeeeeeseeceseceseceaeceaeceaecaaecaeesaeeeaeseeeeseeeaeseeecsaeesaecsaecsaecaesaeesaeeeaeeentees 106 Fig
2. 44 15 1 Create a SUPPller OF Ob 44 15 2 Add an item in the supplier 45 15 2 1 Entering a batch number a serial number an expiry date eee eeeeeessecseeceeseeceeeeeeseeceeeeeenaeceeeesaaeeeeeeeeaaeenee 45 153 Update an item in the supplieh Order siiscs 45 15 4 Deleteanitem in the supplier Onder ae 45 15 5 Change the buying price or the logistic coefficient of an item during a supplier order cccccecssecseseeesteceteeeeseeeees 46 155 RECEIVE 46 15 7 Comment lines of supplier order cee ceescecsseceescecsseceeececsaecseeeecaeceeeecsuecseeecsaeceseeecsuecseesesueceeeescsuecseesessaeceneesesaeenea 47 15 8 ClOSE aSUPPHEM Od Oli vncd cede ces PAE RERE 47 15 8 1 Partial receipt OF am Order si ceeccshccedsscneensd ess 47 15 9 Printing from the supplier OFer cccceesccssecseccecsseceeececseecseeeecueceesecsueceeesecaeceesecsuecseeescsueceneesesuecseeeseaaecneeeseaaeese 47 15 9 1 Print OF th FECCPTIO 47 15 9 2 Generated ECE PLO 48 15 9 3 rieneke 48 15 9 4 Printing the item s labels of the Order cceecces
3. 26 5 ltem FIELAS AESCFIPTION ssi EEES 26 6 SCANMLEMS TOM A QUICK 29 7 Items 29 10 Categories 8 33 101 JERE ATE a CALE E 33 a CALC SONY 34 105 Deleteacateg Ory kesise 34 11 Management of the picking 65 35 11 1 Entering addresses and Consultation sccsesesescecsseeeesceceseeeenceceeeeencecsanesenaecssseseaaessseeseaaecseeseaaesssseseaaeseeesenaesegs 35 11 2 Assigning an address CO AN MOM 6 ccrseseessscessreesectesosesicccescessaceaseseatsicesessedasdensbaedscassscetsaceasebestalanbsssaaadaassoneaienseooeaeas 36 12 SUPPER MESCHIPTION ii cseccaten steni cgecscns cogsien
4. esd 65 42 1 6 66 Figure 43 Import window of a file of various movements cceeceseceeeceseceeecseeeaeeeeeeeeeeseeesecesecsaeceaeceaecaaecaeeeaeeeaeeeeeseneeenseeneesees 68 Figure 44 Movements file aisea co sni naain Ekai EaR Eians 70 Figure 45 Confirmation of Saving movements cceecceesceceseceeseeceseeeeneeceaeeeeneecaeeeeaeecsueeseneecaeeseaeecaeeseaeecaeeseaeecaeeseaeeceaeeeeneess 71 Figure 46 CUSTOMER QUOTE 73 Figure 47 EEEa naa 77 Figure 48 Consult of inventory with tracking tracing Criteria ecceceeesecsceeeeeeeeeeeeeeeeeeeceeecsaeceaecsaecaaecaeesaeeeaeseeeseeeeeeseneeeaees 79 Figure 49 Transfer of items between warehouses cccecceeceeeceeeceseceaeceaecaeecaeecaeeeneseeeseseeeseeesaeseaecsaesaaesaeesaeeeaeseeeseeeeeeeeeeeaees 80 Figure 50 a E des stun 81 Figure 51 update the inventory of an item qualified with tracking tracing Criteria s esccesceeeceeeceeeseeeeeeeeeeeeeeeeeeeeeeeaees 82 Figure 52 Upload file by sen 85 Figure
5. SIULKA II EASY Stock It Easy 6 User manual STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 1 Table OF CONTENTS aeo 2 2 Installation of our inventory management software Stock It 85 96 11 2 1 USC E 11 2 1 1 ClASSIC E EAER 11 2 1 2 Specific licenses EXteNSIONS 11 2 1 3 Network USE lt gt a 11 3 General feature sis shicciasscccciessesstnasatansnesaigccnss sea suvasndsod oi EEEO EE EE ESEE Eea iiness d auewanaseduaseaseceavatdasbessian 13 3 1 DOS CRIPUIVE ia 13 3 2 Inventory REESE E Ea 13 3 3 Management of 14 3 4 Management of customer orders and back orders ccsceseceeeesesceeeceseceseceaeceaeceaecaaecaeeeaeeeaeseeeeeeeeeeseeeeeeeceaeeeaeeaaesaes 15 3 5 6 15 3 6 heyy 15 4 17 4 1 Sam 17 4 2 General principles of inventory management ecceecceeeceeeceeeceaeceeeca
6. STOCK IT EASY 5 VERSION 6 USER MANUAL D STOCK IT EASY VERSION 6 USER M L 2012 02 08 Via the main menu in the section Consultations click on Statistics Moverene per m OOO ooo ee 9 r aia Warshowuia Customer Figure 56 Statistics per item The statistics cover all movements of items which cause changes in the inventory and also incoming and outgoing of item The evolution of the WAP can be analyzed and the origin of the various movements that have been fluctuations in the inventory of the item To scan an item select the appropriate warehouse and double click on the item selected You can narrow your search by transaction type incoming outgoing Input or output By selecting one or more suppliers you expand the list of items according to their suppliers You can include or exclude from the list of warehouse movements of the item A start date and end date allows you to target periods of movements between these terminals The latest selections of dates are stored Right click in the table opens the graph of development of the stock of the item You ll find the trend of the inventory of the item and its average and minimum quantity in the inventory Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 28 1 Scan items for a quick search If you use a barcode reader you scan the barcode of the item the area of selecting the drive to be
7. Figure 49 Transfer of items between warehouses The stock transfer can be done from two different places v Main Menu Inventory inventory Transfer File Inventory Transfer between warehouses Select the source from which to store the items and the warehouse of destination to receive the items You can select one or enter a proof this proof will be drawn in each movement produced by the transfer Then click the button Encode Only items available at this time in the warehouse source appear in the list You can select the items manually by searching the list or helping you with a barcode reader Once your encoding is complete simply register the transfer and confirm with yes on the confirmation message Then you are prompted to print the transfer the print is only available at this time though you can save it from the print preview The movements of inputs and outputs for the transfer of stock are registered Version 6 15 01 D STOCK IT EASY VERSIOI SER MANUAL 2012 02 08 Via the main menu in the Administration group click Update inventory Fle Warehouse Search Search items with scan reader Supportin Supporting 2 j 5 B z Search items manualy in the table Reference Item ref 9 Supptier ref Wording Theoretical stock Updated stock Picking adress C martcharp1 rtcharp_78a Marteau charpentier screwdriv abxi25 8 Tournevis cruci
8. we Wording management Series Wording Supporting 2 Supporting Supplier reference Sample 1 Supplier Name Sample 2 Supptier Code The supplier s window will appear like that gt pa Description he N Sampe 2 This feature allows you to customize the software to any vocabulary used in your business STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 30 7 Layout sheets of labels Figure 59 Label format description By clicking the Labels button a window opens This allows you to configure your pages to fit any label layout by default The sheet is always taken into account in A4 format By clicking in the appropriate box you can add your logo in the label 30 8 Management of user access If you are logged in as administrator you can choose not to manage the application access default In this case the ADMIN user will always be the default with administrative rights on the application 30 9 Re index the database Clicking this button will re index the database Depending on the size of it this action may take a long time several minutes If you notice any delays or malfunctions in the application you can do this action It is possible to force the re indexing the database each time you launch the application Right click on the shortcut STOCK IT EASY 6 Select Properties v Add the word INDEX in Target as shown below STOCK IT EASY VERSION 6
9. 52 16 5 1 Warning The amended price depends on control mode set in the general 53 16 6 Prepare a CUStOMER orden iesirea savas 53 54 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 16 8 Scan items to achieve a customer OFel cesesseseeceseeeesceceseeeesceceseesencecsseeeeaeecaseseacecesseseaaesaeeseaaessseeseaaesesseseaaeseas 54 16 9 Comment on the CUStOMer OFder LIM sei scccnsascsiscsnisecnsaeiccsnessdaccenndsdudedensocstusacsabnasslaeshoosdantuansiacdtanscscuiaadbecnasndaesbopnian 54 16 9 1 Additional control with the SCaMMe Fcscascccieccasdccidssesetnasscacenseadacteganedautcnadsecuaareanbaasudacanesosdanhanseseshdaassesbaateaabeasetaa 54 16 10 Put an order in 54 16 10 1 Howto skip status pending an order eecesecesecsceeseecseeeeeeeeeeeeceeeeseesaeceaecsaecsaecaaecaeeeaeeeaeseeesenseenseneeeaees 55 16 10 2 What is meant by adequate 55 16 11 Print from the CUSTOMER 55 16111 Printof the Pick e a 55 1611 2 lt GENERATIE pick ticket file
10. Attention in this mode the reference for file name must always be completed in the item record and should never be the same for different items in which case it would not be possible to distinguish them Beware also that when using the reference item or supplier if these references contain accented characters they will not be copied correctly on the website server 26 2 5 SEE THE RESULT OF SENDING FILES The summary table of the exported files can detect for Warehouse website if a file is sent or not its name its sequence its start and end consideration of amendments and additions and the quantities of items added or updated and the number of photos updated If problems have happened when sending and it failed read the report table of outgoing FTP To do this select File Report FTP uploads The following window appears STOCK IT EASY VERSION 6 USER MANUAL D TOCK IT EASY VERSION 6 USER M 2012 02 08 Message if 1 Figure 54 FTP uploads report If sending fails or failure of generating the file this screen will be helpful to see error messages and correct them to achieve their future mailings Version 6 15 01 STOCK IT EASY 5 VERSION 6 USER MANUAL D STOCK IT EASY VERSION 6 USER M L 2012 02 08 Via the main menu Administration section click on various controls 5 rrea a T Figure 55 various controls It is possible to perform various tests on items in the inven
11. Operating principle client server http blogs pcsoft fr post awp title principe fonctionnement hyperfilesql Version 6 15 01 119 STOCK IT EASY VERSION 6 USER MANUAL clientserveur 7 225 Operating principle classic in a network http blogs pcsoft fr ost awp title principe fonctionnement hyperfilesaql classic reseau 7 224 Version 6 15 01 2012 02 08 120 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 37 PORTABLE INSTALLATION OF THE INVENTORY MANAGEMENT SOFTWARE STOCK IT EASY 6 1 By default STOCK IT EASY 6installs on a computer and the database is unique to the computer and shared by different users of the computer 2 Itis possible to use several databases on a single computer for example if you want to differentiate some of your activities 3 Todo this follow these instructions 4 Install STOCK IT EASY 60n the computer 5 Launch the application and then close the application 6 By default the database and other directories are created in the directory C Documents and Settings All Users Application Data StockltEasy change your explorer settings if you don t see this folder 7 Move the contents of this folder in the installation directory of the application by default the program is in the directory C Program Files StockltEasy You can if you want to move entire directory and created a new directory of your cho
12. STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 16 7 Close a customer order The order once type approved may be terminated via the button Close the order 16 8 Scanitems to achieve a customer order If you use a USB barcode reader you scan the barcode of the item the area must be green if it is not the case type F11 and an item is automatically added in the order If you want to add more than one item in a single barcode reading type the desired quantity followed by in the barcode reader and then scan the item When an item is scanned the scanner beeps but you also hear the beep of the application an error beep item not found or a tone of success added item 16 9 Comment on the customer order line Until the order is completed status TER you can comment every line of it A column by default placed on the extreme right of the control removable is available for an entry of 50 characters You can then retrieve this comment or in consultation with the order or in consultation with the statistics of movements and or movements per item 16 9 1 ADDITIONAL CONTROL WITH THE SCANNER In status AT1 PRE AT2 a button control preparation appears in the toolbar that opens a new window You can scan items to control the order orders made or prepared or pending A button is used to compare quantities scanned quantities of the order if order QTY REA or AT1 and QTEPRE if order PRE or AT2 The differenc
13. print back order Check the appropriate check box and click print 18 9 3 PRINT THE INVOICE If the back order is in status TER you can print the credit note STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Click Print back order Check the appropriate check box and click print 18 10 Send by mail the back order Read 16 12 Emailing the customer order 18 11 Select a back order In the input screen of a customer return click on View list of back orders Double click on the return to view the current window closes and displays the back order in the newly appeared window 6 USER MANUAL 2012 02 08 Since the window choice of customer orders click the menu File Edit a sales report or from the main menu click File Output Sales Order Edit a sales report The following window appears Ei Breakdown Status In progress 2 Finished i lune Prepared Receipt On standby Figure 39 Edit a sales report Make your selection and click on Print or Sending mail Sending mail is done by default to the recipient designated as responsible for approving purchase orders The report is based on sales orders and customer returns not other inputs and outputs entered into the limits that you specify in your selection If the payment methods are activated their breakdown is at the bottom of the document If you want the report broken down by
14. Taxe number Free zone 1 Free zone 2 Figure 21 Supplier descriptive SUPPLIER CODE is the primary key this code cannot be taken for more than one supplier COMPANY NAME FOR EXEMPLE SA SPRL NAME STREET NUMBER BOX LOCALITY ZIP CODE STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 THE NAME OF THE CONTACT PERSON THE COUNTRY CODE COUNTRY THE PHONE N THE FAX N THE TAX N EMAIL ADDRESS THE PAYMENT TERMS OF THE SUPPLIER NOTES Inthe second tab you can add notes to the supplier and lay out the notes like in a text editor STOCK ASY 9 VERSION 6 USER MANUAL D K IT EAS ERSION 6 USER M 2012 02 08 Via the main menu in the descriptive group click on Warehouse Wireh uses Cesta enn Carper rare Company code Customer neme Figure 22 List of the warehouses 13 1 Add a warehouse Select the tab Warehouse Click Add Enter data and confirm by pressing OK or Cancel as appropriate 13 2 Update a warehouse Select the tab Warehouse Select the warehouse and then click Edit Enter data and confirm by pressing OK or Cancel as appropriate 13 3 Delete a warehouse A warehouse can be deleted if it has not referenced orders Version 6 15 01 STOCK EASY 9 VERSIO gt USER NUAL a TOCK IT EASY 5 VERSION 6 USER M 2012 02 08 However you can disable it therefore no longer appear in the various lists of the program To reactivate simply uncheck the
15. The supplier order is the basic measure that can increase the inventory of ordered items Qusnttt Met Figure 25 Supplier order An order can exist in 4 different status behaviors vary with these status 1 REA the order is in progress 2 PRE the order is being received 3 RAR remains to be approved the order is partially received 4 TER the order is type approved and therefore finished All buttons are accessible by a keyboard shortcut shown in the tool tip on each of them to get used to know them 15 1 Create a supplier order Via the main menu in the group Inputs click on Supplier Order Select supplier Select the warehouse where are stocked the items Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Click on Create Order 15 2 Add an item in the supplier order By double clicking in the table reference search on the desired line you add 1 piece of it in the order If you want to enter more than one item you can click as many times as necessary in the table reference search but you can also change the quantity in the quantity of the order If you use a USB barcode reader you scan the barcode of the item the selection box must be green if it is not the case type F11 and an item is added automatically order If you want to add more than one item in a single barcode reading type the desired quantity followed by in the barcode reader and t
16. If for an item in a warehouse part of its quantity in inventory is not qualified by criteria of tracing and tracking this quantity will not appear in this detail You must enter the amount in the general table of correction Example Item 00001 Warehouse E1 Total inventory 200 Retail inventory batch 1 120 Retail inventory batch 2 50 Then 200 120 50 30 pieces are not qualified by criteria of tracing and tracking If the amount of batch 1 or 2 must be corrected correct from the screen below in the corresponding row If the amount is not qualified by the criteria of tracing and monitoring has to change for example 25 instead of 30 change the window in general update inventory by replacing 200 by 195 5 5 Theoretical stock Stock updated 8 0170172017 01 01 2017 01 61 2018 Figure 51 update the inventory of an item qualified with tracking amp tracing criteria s 25 1 2 PRINT THE INVENTORY Select the menu File print Before printing it may be useful to sort the columns in the window Indeed the printing of items is based on the sort in the window it is probably worthwhile to print based on the reference address or the wording of the item depending on your organization 25 1 3 GENERATE AN INVENTORY FLAT FILE Before creating the file you may want to sort the columns in the window Indeed the sort file is based on the sorting window it may be interesting to print based on the reference
17. USER MANUAL 2012 02 08 Propri t s de StockItEasy G n ral Raccourci Compatibilit StockltEasy Type de cible Application Emplacement StockltEasy Cible ogram Files StockltEasy GestStock exe INDEX D marrer dans C Program Files StockltEasy Touche de Aucun faccourcl Ex cuter Fen tre normale Commentaire Rechercher la cible Changer dic ne Avanc Figure 60 Set a command line 30 10 Use 1 or 2 tax rate By default the application uses only one tax rate In some countries it is useful to have 2 different rates and it is likely that these charges do not bear the name of VAT in each country You can choose to use 2 rates in this case all the screens and printed documents requiring 2 rates will be adjusted automatically The method of calculating rates of 2 is as follows Sales price 1 Rate TVA1 100 1 Rate TVA2 100 Example with a sale price excluding VAT of 100 a first rate of 7 5 and another 5 100 1 7 5 100 1 5 100 112 875 By renaming the default names of taxes you see the new name for each of the taxes in any application and print documents 30 11 Email administration Select the tab Mail 30 11 1 YOUR MAIL SERVER If you wish to send documents by email you must set the following data USERNAME MAIL STOCK IT EASY VERSION 6 USER MAN
18. the description of each of these characteristics es Article 000010 Assiette plate bord bleu ee Picking address Stock Composed item Categories Specific Specific 2 Reference 0 Number of labets Code Ean 13 Mnemonic plate bord bleu Item ref Supptier Supptier ref Rate VAT Net buying price 0 Logisitic cc Logistic price 0 99 Sale coefficient Sale price packaging emballage in R Packaging unit 1 00 Creation date 10 Creation hour 12 41 Modification d 03 Modification houf 12 51 User ADMIN Figure 9 Item window THE REFERENCE is calculated automatically during import This reference is specific to the software and serves as a unique identifier in the software THE CODE EAN13 is automatically calculated based on the reference However you can enter another EAN provided it is unique and valid STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 MNEMONIC CODE section This area is used in the functions of sorting items you can specify either a surname item a statement mnemonic THE NAME ofthe item THE SUPPLIER IDENTIFICATION CODE is the link between the item and its supplier THE SUPPLIER REFERENCE THE RATE OF VAT applied on the item THE SECOND VAT RATE Applied on the item visible if defined as such in general settings THE NET BUYING PRICE EXCLUDING VAT If the logistic coefficient is filled and the net buying price is met these 2 data s have increased the logistic price
19. 6 ACTIVATION OF ADDITIONAL AREAS IN CUSTOMER ORDER Additional area 1 in customer order Rename first additional area in customer order in Supporting E Enable zone Additional area 2 in customer order amp Ena one Additional area 3 in customer order E Enable zone Additional area 4 in customer order E Enable zone Figure 61 Activation of additional areas in customer order To enable an optional area check Enable complementary zone corresponding Write the name you want in this area for example Site All uses of this area are now called Site To learn more about the management of these areas see the chapter 16 14 Add four types of additional information in the customer order These areas can also serve as proof of the list of movements in and out to do this check the box right next to the corresponding zones 2 maximum you want to use as proof list 30 14 7 SORT OF BARCODE READ STOCK IT EASY 6 can read different types of barcode We recommend reading the barcode European EAN13 All readings will be based on the format specified here Version 6 15 01 103 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 EAN13 The European EAN13 or Item Number is the most popular format of barcode in Europe This is the barcode used on the majority of products found in commerce If you choose this type of barcode and you use a barcode reader with the application do not program a carriage ret
20. Figure 50 Figure 32 unlink an item for tracking and tracing in a 52 Figure 33 Price update in Customer Order Step 1 ou eeesesssceecessseceeccecsseeeeccecsseeceaaecsseeeacecsaeeeeaaecsaeeceaeessaeseeaaessaeeeeaeeseeeeeaaees 52 Figure 34 Price update in customer Order step 2 eee eesceceseceeneeceseeeenceceseeesaeeceaeeeeneeceaeeeeneecaeeeeaeecueeeeneeceaeeseaeecaeeeeaeecnaeeeeaeees 53 Figure 35 Price update in customer Order step 3 ceeesessseceeccessseeeeececseeeeeececsseeseaaecsaeeeeaaecsseeeeaeessaeececeessaeeeeaeessaeeeeaeesaeeeeaaees 53 Figure 36 Selection Of a customer OFC ce seeeseesessseeeeececsseeeencesseeeeeaeecsaeeeeaeessaeeaeessaeceeacessaeeeaeessaeeeeaeessaeeeeaaessaeeeeaeesnaeeeenaees 57 Figure 37 Additional areas in the customer 58 Fig re 38 QUICK CUSTOMEOF GEM unseen snes 59 Figure 3g Edit ASAlES 63 AO Sales HE 64 FIGUre 41 OLMER INCOMING
21. MANUAL 2012 02 08 1 Encoding supplier order 2 Encoding customer back order 3 Encoding incoming 4 Import movements from a file 5 Doing updates from the transaction quick update of the inventory 6 Transfer inventory from a warehouse to another 4 2 3 OUTGOING FROM INVENTORY To reduce the inventory there are several options 1 Encoding customer order 2 Encoding outgoing 3 Import movements from a file 4 Doing updates from the quick update of the inventory 5 Transfer items from a warehouse to another 4 2 4 INCOMING AND OUTGOING The incoming is an entry in inventory in process particularly a supplier order that is created but not yet received or a customer back order created and not yet approved The outgoing represents an output of inventory in process particularly a customer order is created but not yet shipped STOCK IT EASY 8 VERSION 6 USER MANUAL a OCK IT EASY VERSION 6 USER M 2012 02 08 An incorrect calculation a bug information or a misunderstood Give all the necessary information to help you is not easy With free support a wizard guides you step by step and harvests this information we will help you as quickly as possible Support requests made using the tool free support embedded in STOCK IT EASY 6 main menu 2 Free support are given priority Identify yourself The email address entered here is one to which we will respond complimentary support and your request will
22. The state will be REA this means that you can modify the contents of this back order before the close A single order can be turned several times 18 2 Add an item to the back order By double click on the desired line in the table reference search you add it in the back order You can then encode the order quantity and the type of item Newer O or Used N Validate the line by pressing ENTER The characteristics of tracing and monitoring are identical to the sales order 18 3 Change an item in the back order Just change the quantity on the desired line and the characteristics of tracing and monitoring 18 4 Delete an item from the back order Click on the line item to delete from the back order Click Delete Row Confirm with YES or NO message appears 18 5 Receive a back order Quantities returned by the customer are not necessarily the amount you receive In this case it is useful to validate each line of the return and if so change the quantity received To receive a return click on Receive the return STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 A new column will appear next to the column Quantity Qty rec By default the content of the column Qty rec is identical to that of the Quantity column You can change the amount returned if the quantity received is different If you received an item that was not ordered you can add it 18 6 Scan item in back order If you use a USB
23. This price is the price that reflects the purchase price from the supplier THE LOGISTIC COEFFICIENT represents the coefficient to be added to the net buying price to be the logistics cost If the logistic coefficient is filled and the net buying price is met these 2 data s increased the logistic price THE LOGISTIC PRICE represents the purchase price increased logistics costs This award is one that is taken into account in calculating the weighted average price If the coefficient of sale is completed and that the logistic price is met these two data s are multiplied and correspond to the selling price THE COEFFICIENT OF SALE If the coefficient of sale is completed and that the logistic price is met these two data s are multiplied and correspond to the selling price THE SELLING PRICE is the price used in the customer quote and order according to the general setting QUANTITY MINIMUM OPTIMUM AND MAXIMUM IN THE INVENTORY For an item quantity per warehouse you can set inventory alerts and calculate the replenishment orders These quantities are definable warehouse by warehouse THE NUMBER OF ITEM S LABELS Printed by default is used if you need to mark up shelves rack or may tag the item PACKAGING Section is used for information THE PACKAGING UNIT Section is used for information PICKING ADDRESSES Section in each of its stores can sort the listings based on this information useful for verifying a set radius command fo
24. allowed If it is allowed and that the quantity of item in inventory is insufficient the order will be converted AT1 status but instead of REA STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Automatic replenishment orders can be generated to replenish stock quickly and based on predefined criteria 22 AUTOMATIC REPLENISHMENT Via the main menu click replenishment Alternatively you can order replenishment for items with the quantity in stock 0 For items with the minimum value of the stock if it is lt gt 0 in the item record for the warehouse defined is lt to the amount present in each respective warehouse Forall items You can also specify not to consider the quantities in incoming purchase orders in progress and or in outgoing customers orders in progress By default the quantities incomings and outgoings are taken into account The default order quantity is the difference between the actual quantity in inventory and inventory minimum optimum maximum of the item depending on your choice of selection The quantities in incomings and outgoings are also considered based on your selection Example Item 000001 warehouse L001 Minimum stock 100 Quantity in stock 10 Incoming 50 Outgoing 40 The basic formula is Quantity in Stock minimum replenishment Quantity in stock incoming outgoing If I am mindful of incomings and outgoings default Quantity replenishme
25. be handed primarily Figure 2 Free support request screen 1 Take care to accurately describe your request If your request relates to specific cases give us references to reproduce your environment If the application has encountered a fatal error an error window appears and a button Copy will copy the error message into the clipboard of your computer Copy message CTRL V into the description fields of the second screen of free support request Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Figure 3 Free support request screen 2 You can send your support request directly from the tool recommended option To do this you must have entered your contact mail server in the general settings or you can always enter it in this screen If your application requires sending your database to our support check the appropriate box your database will be used only for help with your application it will then be destroyed on our computers If you check attach the log file the file that outlines the various manipulations of the program over the past week will be attached to the mail This file can sometimes help us to explain a highly specific mode of operation of the program You can even prepare a file containing screen prints a fuller explanation save it to your computer and attach to your message via the button Attach a file Your complete request is now visible in the right pan
26. fast search ossis 79 23 10 Export your inventory to Excel or Cal ccssccecssssececseececeeseeeecseaececseeeeceeaeeeceeaeececeeeeeceeaaeeeceeaaeeesseeeeceeqeeeseeaaeeess 79 24 Transfer of items between Warehouses s cesccesccesecesecscecaeeeseeeeeeeeeeseeeseceeeceeeceaeceaecaaecaaesaeeeseseaeseeeseeeeeeseeeseaseeaeeaeeaaeaes 80 25 Seiz r of inventory OF rapid UPA ALC 81 25 1 1 Seizure of an inventory with tracking and tracing 81 25 1 2 Print the INVENTORY 82 25 1 3 Generate ah INVENTOLY i e 82 26 Upload of items pictures and inventory to a web Site ecescccssecssecssceecsseceeeeecsaecseeeeceaeceseeecsaecseeeeceaeceeeecuecseeseseaeenaees 84 26 1 Principle Of Upload By FTP 84 26 2 Upload data on the web 85 26 2 1 Created CSV 86 26 2 2 Delete a CSV 86 26 2 3 CSV structure of the 86 26 2 4 picttire s item By FIP c ORAA Eai 88 26 2 5 S
27. flag of the database instance The executable uninstall v The help files Some files needed to run the application The application data are stored in subdirectories of the file Stock It Easy created in Documents and Settings All Users Application Data Windows or C ProgramData StockItEasy data Windows 7 Are included in this directory v The subdirectory data containing the database application The subdirectory data img containing pictures of items the logos of various stores listed on the corresponding documents v The subdirectory log containing the log files using the application The sub directory archive Files automatically back up the database The sub directory template contains skin templates install by yourself The subdirectory Synchro and other subdirectories depending necessary for specific use cases v The subdirectory Print contains document templates install by you MANAGEMENT OF THE REGISTRY The data for the parameterization of the local user of the application are stored in the Windows registry at the key HKEY_CURRENT_USER Software Stock It Easy Here we find v The user s language v The choice of access management v Management initialization file And HKEY_CURRENT_USER Software GestStock Here we find The parameters of the IHM application size and position of windows etc Version 6 15 0
28. green if it is not the case type F11 and the item will be selected if is found When an item is scanned the scanner beeps but you also hear the beep of the type of application an error beep item not found or a tone of success added item D STOCK IT EASY VERSIO SER MANUAL 2012 02 08 From the main menu click movement era of aeren 1 Figure 57 Analyze movements From this window you can perform powerful searches of movement on many criteria These searches can be longer or shorter depending on the chosen criteria the number of lines displayed you choose the bottom right of the screen and the size of your database Version 6 15 01 Via the main menu in the Administration group click Settings Select the tab Settings this window opens i Tracking Orders Composed items i Settings se Imports Language English Secondhand Managed Coeficient No Yes Invoice method Buying price or weighted average price sae price Users E Stop manage access rights Use of 1 VAT rate Use of 2 VAT rate Figure 58 General settings administration 30 1 Enable or not the opportunities Some items are considered undervalued Stock warnings Network S Users Mail x Scanner Logs Wording Quantity managment Number of decimas OB Updates Don t check again Rename first tax rate in Rename second tax rate in These items should be included as s
29. is advisable not to leave the option checked as long as necessary to avoid consuming unnecessary resources For more details on the automatic import read20 6 Chapter Programming the automatic import of files 30 22 Change the look of Stock It Easy 69 It is possible to apply a template to Stock It Easy 67 Since our website download a template and save it on your computer In the Appearance tab click Install and follow the instructions Then click in the list the name of the template installed it is directly applied If you want to find the original template you must click on the button Re boot and then restart the application Figure 65 Stock It Easy skins 30 22 1 RESTORING THE DISPLAY SETTINGS In some cases it may happen that the display of certain windows is more optimized overlaps etc By clicking the Reset button panel display settings tab Appearance all the display settings of windows and tables will be restored by default 30 23 CHANGE OF STATE MODELS Version 6 15 01 108 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 A statement is a document produced by Stock It Easy 6 5 There are 17 types of different states New reports are regularly available on our website You can download and install new statements by clicking the Install button in the tab Templates documents Once the model is installed simply choose the type of model installed in the Explorer left select the desired template in th
30. management STOCK IT EASY Y VERSIO JES INCI 2012 02 08 In order to better segment items it is possible to assign one or more categories A category is a classification tree All items belonging to an element of the tree belong to its default upper elements From the main menu click File Descriptive Categories the following window appears K Categories e es File Add Update 8 Delete Category 9 Sort Order Gardening Figure 15 Categories management 10 1 Create a category Click the menu Add Enter a name for the category if it should be under another category in the tree click the parent category in the selector to the left If you do not select a parent category the category is created as a top level category like Kitchen Tools and Gardening in the example below By default the categories displayed in alphabetical order within the same tree level if you want to change the display order please enter a sort order 0 1 2 3 Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Select parent category Sif Kitchen Name fmm Plates fa Other Sort Order Figure 16 Create a category You can create as many categories as many levels as necessary When your categories are complete close the window 10 2 Change a category To edit a category you can change its name or sort order directly from the window of category management If
31. of the order Click Print Order STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Check the appropriate check box and click print 16 11 4 PRINT THE INVOICE If the order is in status TER you can print the invoice for the order If you have printed the delivery note closing the print preview of it answer yes to the following message is displayed Otherwise Click Print Order Check the appropriate check box and click print 16 12 Emailing the customer order By clicking the Submit Order if all of your email settings are defined in the administration you send the order to the customer as an attachment to an email You can customize the text accompanying the order and re used for subsequent orders in the window that appears at this time 16 13 Select a customer order In the input screen of an order click on View a list of orders Double click on the order to display the current window closes and displays the order details in the newly appeared window Tota tax not Date order Date cetivery arehous Total tax ndate ate statu Figure 36 Selection of a customer order 16 13 1 SELECT A CUSTOMER ORDER Various filters to select the order are achievable in addition to the usual selections in the columns You can select the storage source of your choice or all warehouses 16 13 2 PREPARING MULTIPLE ORDERS You can prepare all the orders in status REA for a selectio
32. serne 55 161153 Print thedelivery NOTE A ante eveusnss 55 16114 Print THE INVOICE 56 16 12 Emailing theC Ustomerorden esse 56 16 13 Selecta customer orders 56 16 13 1 Select acustomer ordef vsiik 57 16 13 2 Preparing multiple Orders oi siine eE aotea snis sas siss 57 16 1333 Enine akeas 57 16 14 Add four types of additional information in the customer 58 17 QUICK 59 18 Customer backorder enrarir eseina ni E aeS aa E EEEa OA Ea EE E EEE enas 60 18 1 Created back Orde lisicas SEEE 60 18 2 Addian item to the 60 18 3 Change an item in the back Order enren eieiaeo isit ta tateei atk teii iieii 60 18 4 Deletean
33. stock immediately v Complete reception close all the lines of the order 15 8 1 PARTIAL RECEIPT OF AN ORDER In case of partial receipt of an order this one will have the RAR status Lines of received items become not editable and colored in green References Item ref Supptier ref Wording Quantit Detiv Deliv Net buy Logisil pedo 45 i i tire 27 mb Figure 28 Partial reception of supplier order 15 9 Printing from the supplier order 15 9 1 PRINT OF THE RECEPTION If an order is in status REA REC or RAR you can print a receipt to assist in the receipt of the order in the warehouse Click print receipt In case of partial acceptance the status of various lines is listed on the document and the date of receipt of any of each line STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 22062011 Verification of receipt BIKEINNO Figure 29 print a reception 15 9 2 GENERATE A RECEPTION FILE It may be helpful to have an order is received in the form of flat file e g to load this file to a portable terminal This is possible by selecting it from the order window supplier Menu File Create reception file A file containing the various columns of the table is created in the directory Synchro Export br The file is named using the following convention br followed by an underscore followed by the number of the order and with an extension csv For example the
34. the price a message asks if you want to save it in the information about the item you can answer yes or no Figure 35 Price update in customer order step 3 If the price of the item was modified in the customer order the information in the column Origin of the price for this item will be PCC Customer order price You know well that the item set in this order is individual or in any case changed when entering the order The price may be changed as many times as necessary until the order is complete 16 5 1 WARNING THE AMENDED PRICE DEPENDS ON CONTROL MODE SET IN THE GENERAL SETTINGS If you order in WAP mode the price you enter in the order is the buying price you update in the item description The buying price will be specifically taken into account in computing the WAP item If ordering in selling price mode the price you enter in the order is the selling price you update in the item description 16 6 Prepare a customer order Preparation by the warehouseman is not necessarily the quantity that you ordered To prepare an order click the Prepare Order Anew column will appear next to the Quantity column Pre Qty By default the contents of the column Pre Qty quantity prepared is identical to that of the Quantity column unless the parameter is reset to 0 in the preparations is chosen You can change the quantity prepared if it is different If you have prepared an item that was not expected you can add it
35. to him It is possible by selecting the appropriate checkboxes to filter on addresses free occupied or both THE SUBMIT PICKING ADDRESS TAB allows you to encode remove or edit addresses from the warehouse selected in the list Two identical addresses cannot coexist for the same warehouse Up Picking atirei management o Figure 17 viewing the picking addresses Version 6 15 01 STOCK EASY 9 VERSIO gt USER NUAL o TOCK IT EASY VERSION 6 USER M 2012 02 08 Figure 18 Create a picking address 11 2 Assigning an address to an item Via the window Item descriptive in the tab Address select in the drop down list for the warehouse of your choice the available addresses addresses only available for this warehouse are shown Leaving the window you answer Yes when asked for confirmation if you want to validate your changes It is also possible at this level to enter an address for an item A check will be conducted on the possible presence of an identical address in the address table for the warehouse concerned if so you will be prompted to change the address you entered you cannot have two identical addresses for the same warehouse otherwise the address entered is registered to this warehouse and is assigned to the item If you delete an address it is deleted from the file section but still exists in the table address only it becomes free Max min in stock General Categories Specific Speci
36. when importing on two conditions the image must exist and the extension must be 1 JPE Suppliers customers and warehouses are modified on the basis of imported code if the code is not found in the database the row is added to that table To validate the import click the Save button Version 6 15 01 113 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Via the main menu in the Administration group click Save SETUP THE BACKUP OF YOUR DATA A backup of the database can be created 4 different ways AUTOMATICALLY When closing the program the database is stored in directory ARCHIVES directory under the program The last 10 backups are kept MULTI USER MODE The automatic backup to the closure is achieved only when the last user exits the program because it is not possible to make a backup while records are being blocked by some users MANUALLY Via the menu ADMINISTRATION Create backup Choose the directory on which to save the database Click Backup IN BACKGROUND With parameter ARCHIVING start run browse and select the program gestock exe in the command line after gestock exe leave a space then type ARCHIVAGE The advantage of this mode is that you can plan for example run daily at night BY SENDING VIA EMAIL If the support is Email make sure you are connected to a mail server and you specify the data required to manage emails under Administration Settings Cli
37. whether during the preparation of a customer order if the prepared quantity of each item is copied from the quantity ordered default or whether this amount is reset to 0 Version 6 15 01 102 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 This second option is useful if you re scan all your items during preparation when you close the order a message optional warns you if the quantity ordered and prepared are not identical TOLERANCE OF PREPARATION You can choose whether the amount should be prepared to be the same to the quantity ordered or if differences are allowed by default 30 14 5 ACTIVATE THE MANAGEMENT OF PAYMENT METHOD If you check this box at the closing of a customer order in classic mode or quick order mode you will be prompted to select a payment method for this order If you have not entered any form of payment the window creation payment methods open to allow you to create at least one This window is accessible from the main menu menu File Description Payment Customer Order To create a payment method just encode it in the column Payment Method You can also encode a numerical value in the column sort order this allows the sorting of payment in the order you specify If a payment is assigned to a control and the management mode of payment is activated the mode of payment is included in the sales order window and in the last column of the selection window of customer orders 30 14
38. you also want to change the parent category you must select the category in the category management window and click the Edit menu 10 3 Delete a category Select the category from the category management window and click the Delete menu You cannot delete a category having child categories in this case you must first remove them The deletion has no effect on items that they are no longer affected D STOCK IT EASY VERSIOI SER MANUAL 2012 02 08 It may be useful to define a number of addresses in a storage warehouse While you create items these addresses can be assigned to them By this way you can see which storage areas are still available in your warehouse To facilitate handling during startup if the previous version is lt 5 05 04 the program copied all the addresses already entered for each pair item warehouse in the new table address If duplicates exist at the addresses previously entered for the items more than once with the same address for an item in the same warehouse these addresses are adjusted and you can open the LOG file to view changes 11 1 Entering addresses and consultation The window for entering addresses is available in 2 ways From the menu File storage addresses of the window Items From the menu File storage addresses of the window Inventory In this window you will see two tabs THE VIEW TAB allows seeing for a warehouse selected in the list the addresses assigned
39. 03 30 15 INU cee inp caer 104 30 16 104 30 17 The settings for the management Of compound IteMS ceeeceeeeeceseeeeeeeeeeeeeeeeeeeeeceeecsaecsaecaaesaaesaeeeaeeeeeeeeeeeeeees 104 30 17 14 Print Of the preparation TE POMT sisstin ace cbbbbanbensesadadren s 105 30 17 2 Print PICK ticket bens 105 80173 Print nents 105 30 18 Setting of the tracking and tracing 8 5 105 30 18 1 Set 1 of 3 criteria to qualifying tracing Of 106 30 18 2 Set of criterias for tracking and tracing INVENTOIY ccccescesecesecececeeeseeeeeeeeeeeceeeeesecesecaeceaecsaesaeesaeeeaeeeetees 106 30 18 3 Warnings based on expiration 106 30 19 Delete all the criteria for tracking and tracing eccsecessceseeeeeceeeceeeceeeceae
40. 1 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Figure 6 customize the main menu 6 1 Six major groups Each group represents one subject we distinguish INCOMING Order Supplier v Back order v Other entries v Automatic replenishment OUTGOING v Customer order v Customer quote v Other releases DESCRIPTIVE Suppliers v Customers v Warehouses v Items 6 2 Menu CONSULTATIONS v Inventory v Movements v Statistics v Tops THE INVENTORY v Update Inventory vy Various controls Transfer between warehouses THE ADMINISTRATION v Imports v Backup v Restore Settings v User management v Drop the database instance The menu lets you choose the application language you can select French or English It can also display help to access the publisher s website to check the version information disable or enable the display of many tool tips using the application access the window for entering the license number and enable or disable the display windows Did you know a window very useful to learn many tricks of the software that significantly improve your efficiency 6 3 Basic information s In the lower left corner of the screen displays the version number it is important to provide assistance if requested and the access level of the current user STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 7 SOFTWARE USERS Via the main menu in the
41. 1 116 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 MANAGING GENERAL PARAMETERS OF THE APPLICATION Common settings for different users of the application are stored in the database The management of directories and the registry is respectful of the recommendations of the UAC User Account Control in Windows Vista and Windows 7 For updated versions prior to version 5 it is possible that all the application directories are located in the installation directory default program files Version 6 15 01 117 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 36 1 Simple network installation 36 NETWORK INSTALLATION STOCK IT EASY 6can be used by multiple users simultaneously on several computers on a network To do this you must install the program on the server or computer server and on users computers just use a shortcut to the program installed on the server 1 Install STOCK IT EASY 6 on the server 2 Start the application and then close the application 3 By default the database and other directories are created in the directory C Documents and Settings All Users Application Data StockltEasy 4 Move this folder to another disk partition mandatory e g the partition E 5 Share this new directory and all subdirectories so that other computers in the group can access reading and writing 6 By default the program is in the directory C Program Files StockltEasy 7 I
42. 6 2 2 ENCODE A BATCH NUMBER A EXPIRY DATE OR A DATE OF OPTIMAL USE If the extension tracing and tracking is enabled you can enter the batch and or a date and or the date number 2 of the quantity of item desired If for example you take out the inventory 100 items belonging to batch X and 100 other items belonging to batch Y you do the following Add the item A in the order and enter 100 in quantity manually or by barcode reader Click the drop down list in column batch existing batches for this item in the warehouse of the command appear in the list select the batch Y in the list this batch must first be returned to the warehouse for this item Re add the item A and answer no to the dialog box that appears a new order line is created click the drop down list in column batch existing batches for this item in the warehouse command appear in the list select the batch X in the list this batch must first be returned to the warehouse for this item At 100 items will be assigned to batch X and another 100 to batch Y The principle is the same for the other criteria for tracking and monitoring to define the broad parameters of the application STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 The amount authorized to be output will be limited to the available quantity of the item in the warehouse and that batch stocks are also taken into account ou want to add quantity to the exi
43. Administration group click Users Create in this window a user The privilege indicates their level of access to Stock It Easy 6 If you no longer wish to manage access tick the box provided for that purpose the current user will always have full rights to the software 7 1 Rights and levels of the users Figure 7 User s management There are 3 levels of access to the program 1 Administrator 2 User 3 Visualization Depending on the level of user access certain features of the program and duties are different These are managed using the selector Rights of the window user management ADMINISTRATOR MODE AD The management of all program functions is permitted USER MODE UT The management of administrative functions is prohibited DISPLAY MODE Only consultation and editing documents or emails is possible The level of the current user is informed of the start window of the program Main Menu STOCK ASY 9 VERSION 6 USER MANUAL D K IT EAS ERSION 6 USER M 2012 02 08 There are three ways to reach the windows item s management 1 Viathe main menu in the descriptive group click on Items 2 Viathe main menu file descriptive list of items 3 Since the identification of the supplier via the menu items You can view details edit or delete with some reservations an item To assist you in selecting an item you can filter by supplier and by category Via the column header is still possible to narrow your s
44. Disable or in the list either in its form Select the tab Warehouse Select the warehouse and then click Delete If the warehouses haven t any order referenced it will be deleted without prior confirmation otherwise the message Referenced warehouse will report that it is not possible to delete it 13 4 Description of the warehouse data s y ription eNotes Code WH4 Mnemonic LOND Code society Company name Easy Logistic SA Contact Mister Magoo Street Valley Road Numero 1452 E Postal code Londo PP 33 Country code UK United Phone Fax Taxe number Mail address Free zone 1 Free zone 2 o Figure 23 Descriptive of the warehouse THE IDENTIFICATION CODE warehouse is the identifier of the store throughout the application THE MNEMONIC COMPANY NAME for example Limited company THE NAME is the real name of the warehouse OTHER FIELDS are the same as the supplier s fields LOGO of the warehouse if you want another logo as the logo of your business generally imported from the settings window shown on the documents released to the warehouse To import a logo click the Logo and follow the instructions The logo must be in jpg format Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Via the main menu in the group Description click Customers 14 CUSTOMER DESCRIPTION 14 1 Add a customer Select Customer via the tab Warehouse Customer Click Add E
45. F THE RECIPIENT IN HIDDEN COPY OF THE CUSTOMER ORDER Specify here the recipient will be generic hidden copies of customer orders You can specify multiple recipients by separating the email addresses with a This is useful for example to send you a copy of your sent mail in your personal email account 30 11 9 MAIL OF THE RECIPIENT IN COPY OF THE CUSTOMER QUOTES Specify here the recipient will be generic copies of customer quotes You can specify multiple recipients by separating the email addresses with a 30 11 10 MAIL OF THE RECIPIENT IN HIDDEN COPY OF THE CUSTOMER QUOTES Specify here the recipient will be generic hidden copies of customer quotes You can specify multiple recipients by separating the email addresses with a This is useful for example to send you a copy of your sent mail in your personal email account 30 11 11 MAIL ARCHIVE The email of the backup database will be sent to that email address 30 12 Barcode reader Select the tab Scanner Version 6 15 01 101 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 If you want to work with using a barcode reader plugged into the USB port select USB otherwise select No default 30 13 Administration of documents Select the tab Documents You can Choose the currency on invoices Choose the wording on invoices and credit notes Choose the numbering of invoices and credit notes Write a text an
46. IT EASY VERSION 6 USER MANUAL 2012 02 08 v Removed from the inventory if order in status TER 23 5 The evolution of the inventory during the different of the quick customer order Depending on the status of the order items will be considered Removed from the inventory if order in status TER 23 6 The evolution of the inventory during the seizure of another outgoing Items entered via other outgoing are removed from the inventory 23 7 Check the inventory Via the main menu click on inventory Select suppliers for which you want to count the inventory Enter the warehouse where you want to count the inventory Select whether you want to include deleted items or not Check here if you want to view outgoing and incoming items Check if you wish to view the addresses of storage Check if you wish to view the items without quantities in inventory for the selected warehouses Click Calculate For each warehouse you can view and export Inventory Theoretical inventory Incoming Outgoing Amount in purchase price 4 4 4 5 Amount in sale price 23 8 Consult the inventory according to the criteria for tracking and tracing If the extension tracing and tracking is activated click the menu Tracking and tracing the next window opens In it you choose to visit the warehouse Items with stock quantities defined with criteria for tracing and tracking appear in the table The list of criteria defined in the g
47. LES OF AN INSTALLATION IN CLIENT SERVER MODE You install a server or a PC always connected to the network and accessible from the client 1 A server database and a management console of the database 2 A reference application for the installation of STOCK IT EASY 6 on the client Note These two facilities can be performed on different servers From the client you must have access to the installation directory of the application run the installer it will automatically install the software on the workstation At its first launch you must specify the address of the server hosting the database and connection information to it This procedure is repeated on all the items to connect to the database 36 2 1 1 UPDATE THE REFERENCE APPLICATION By purchasing the license to use client server you receive a link to download the reference application This link is valid for 1 year it allows you to update the application based on improvements and bug fixes over version 6 of Stock It Easy You put together to update the application reference and possibly the server database 36 2 1 2 UPDATE THE CLIENT APPLICATION When the user launches the application on his computer it automatically checks if a newer version exists on the server installation if so it can launch the update itself 36 2 2 CLIENT SERVER OR CLASSIC Client server or classic http blogs pcsoft fr post awp title hyperfilesql clientserveur classic reseau 7 227
48. P configuration 26 2 1 CREATE A CSV FILE EXPORT If since the last file creation for the warehouse you have created or modified items or inventory a file containing those data s will be created when you click the Export button A message will then be prompted to send the file via FTP to the website defined for the warehouse Click Yes or click No in this case you can always return the file later by double clicking in the corresponding row in the table of exported files When the file is sent the date of mailing is completed and is on a green background in the table of exported file otherwise the mailing date is empty and is highlighted in red If you right click in the column file a menu opens and allows you to file the corresponding line to edit it or delete it 26 2 2 DELETE A CSV FILE EXPORT Right click the file column on the desired line a shortcut menu opens and click on delete file If the file is the latest file for this warehouse it will be deleted If it is not the last you can remove that by removing all other files from this warehouse from the last one desired in order to maintain the consistency of files to be integrated into your website Note that the removal is done only at your workstation not on the website To remove the website you must do it using your FTP client The suppression can be regenerating files from a specific date because the criteria for start date in the creation of a file are delet
49. Patabase sci icaicoccssssccsetcstacsevensossaevdens snedesdeedehtaeusteddardadondegredadeadobentaahedsndasuacsascasatedandbedevdacs sheceanasdstines 98 30 10 Use Torz tax 99 30 11 Email administratio iias asiakas alae 99 80111 YOUR 99 30 11 2 Supplier order approval Mail aE EEEE 100 30 11 3 Mail of the recipient in copy of the supplier 100 30 11 4 Mail of the recipient in hidden copy of the supplier 100 30 11 5 Mail of the recipient in copy of the supplier order cceccccssscesscecssecseseeceeceeeeecsaeeseeeeceaeeeeeeecsuesseeeesnaeeeeeeess 100 30 11 6 Mail of the recipient in hidden copy of the supplier Order ceccccscecesseeeceeseececeeeeeeeeeneeeeseaeeesseaeeeseeeeeeees 101 30 11 7 Mail of the recipient in copy of the customer OLE cescceescesscecseeeseseeceeeeeeeeeceeecseeeeceaeeeeeeecsaeseeeeeseaeeeeeeess 101 30 11 8 Mail of the recipient in hidden copy of the customer 101 30 11 9 Mail of the recipient in copy of the customer QUOTES ccceescss
50. Select the category you want to assign to a series of items 2 Click the check box All above the category tree 3 Select the desired items by left clicking in each row affected by holding down the CTRL key or CTRL A if you want to select all items 4 Right click on the category selected in 1 and click the menu Replace the category TO DELETE A CATEGORY OF SELECTED ITEM 1 Select the category you want to delete from a series of items 2 Click the check box All above the category tree 3 Select the desired items by left clicking in each row affected by holding down the CTRL key or CTRL A if you want to select all items 4 Right click on the category selected in 1 and click the menu Delete Category 8 6 Scan items for a quick search If you use a USB barcode reader you scan the barcode of the item the area of selection must be green if it is not the case type F11 and the item will be selected if found When an item is scanned the scanner beeps but you also hear the beep of the type of application an error beep item not found or a tone of success item found 8 7 Items in thumbnails view If you use images to illustrate your items you can list them visually through the list of scanned items i STOCK IT EASY VERSION 6 USER MANUAL From the main menu click on File Descriptive Items list thumbnail view oe a e kd Figure 11 Item s lit in thumbnail mode Double click the t
51. UAL 2012 02 08 This is the SMTP Username of the account used by the SMTP mail installed on the computer You will find this name in the account settings in your mail messaging software MAIL SERVER NAME This is the name of the mail server provided by your manager to access email or your network administrator You will find this name in the account settings in your mail messaging software DEFAULT SENDER If you have not specified an email address for the user to STOCK IT EASY 6 through the management of users you can use a global address which will be that defined all consignments of emails written by the application PASSWORD USER S MAIL SERVER OPTIONAL If a password is set for the account of the user s mail server insert it here PORT OF MAIL SERVER OPTIONAL If no port is specified port 25 is assumed otherwise you must encode here the port number of your mail server TESTING THE MAIL SETTINGS Click the button Test Mail if the test is successful a mail is sent from the address sender to the same address In case of failure a complete message of the error is displayed 30 11 2 SUPPLIER ORDER APPROVAL MAIL The purchase order will first be sent to this recipient if you choose when sending it by email to send to the recipient for approval This is useful if you want to validate the controls of an employee before final submission to the supplier an You can specify multiple recipients by separating the email addr
52. Y VERSION 6 USER MANUAL 2012 02 08 The lines without error messages will be recorded and will replace the quantities of the inventory This action is therefore final 20 items movements registered in the stock OK Figure 45 Confirmation of saving movements 20 6 Programming the automatic import of files STOCK IT EASY 6can imports automatically or semi automatically file of incoming or outgoing or inventory defined in the previous chapter To do this just check the appropriate boxes in the general settings Before you set up automatic import of files it is important to test these files with the conventional import in which case you could program importing files unreadable by the application Automatic import will use the same settings file read order of columns separator as defined in the previous window It exists in the directories of the application a directory named SYNCHRO Put in the subdirectory containing the files IN the movements you wish to add in the inventory Put in the directory containing the files OUT movements you wish to remove from the inventory Put in the subdirectory inventory files including inventory that you wish to update To determine the warehouse on which the movements are to be charged you must specify the code for it in the file name directly surrounded by dashes For example if the code of your warehouse in Paris defined in the identification of warehouses is the c
53. ame procedure for itself but if some quantity exists in the inventory for the item you will finish every movement and put its inventory to 0 MODIFY A COMPOUND ITEM A compound item changes as another item If you want to change its composition however requires that current orders containing this item compound should be completed on the old composition of the item or you can delete the order line of the compound item then add a new one Control check when adding a compound item to an order that its composition remains the same during the evolution of this same order CATEGORIES OF AN ITEM STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 An item may belong to zero one or more categories To assign an item to a category double click on the desired category in the category explorer existing categories To unassigned the item to a category double click on the desired category in the list Selected Categories To create and organize categories see Chapter Managing categories TO ADD A CATEGORY TO A SELECTION OF ITEMS 1 Select the category you want to add to series of items 2 Click the check box All above the category tree 3 Select the desired items by left clicking in each row affected by holding down the CTRL key or CTRL A if you want to select all items 4 Right click on the category selected in 1 and click the menu Add Category TO REPLACE THE CATEGORY SELECTED TO A SELECTION OF ITEMS 1
54. and impossible to change this movement cannot be saved If the item is a compound item it will be displayed highlighted in red and impossible to change this movement cannot be saved It is however expected to improve the use of this function to such items The imported file is copied to the subdirectory Synchro archive of the application D K IT EASY VERSION 6 USER M 2012 02 08 a ei J l umean D 7 Fie OT Inventor fe KITEA ELisyectroMPORT ARCO a voor 20 4 a et secarator Decimas separator ten ref sas Sto ventory Figure 44 Movements file imported 20 5 3 CHANGE THE QUANTITIES IMPORTED At this stage no movement of stock is still registered in Stock It Easy you can still line by line go to modify the quantity read from the file If you chose to import a release the new quantity entered will be reassessed to determine if the stock is sufficient for the requested outgoing If you do not want to record the movement of a section of the file simply enter 0 in the quantity column Changes made to the screen do not alter the original file or the saved file 20 5 4 RECORDING MOVEMENTS Click the Save button The lines without error message and having a quantity gt 0 will be recorded as movement of incoming or outgoing This action is therefore final 20 5 5 REGISTER THE INVENTORY Click the Save button Version 6 15 01 STOCK IT EAS
55. any free tools or not are available on the market depending on the type of commercial site you have Ask your webmaster how to integrate these files 26 1 Principle of upload by FTP STOCK IT EASY 6allows you to export your data to one or more websites The website should be considered a warehouse If you must handle the items and the stock of several websites you must create as many warehouses correspondents STOCK IT EASY 6will memorizes each export demand that you create site by site If between two exports new items were created items were modified inventory have changed pictures of items have been added or updated The export will create a structured file containing all this information and will send it on the website as you have defined To perform the export click Export WWW in the inventory section of the main window Eaported tie Warehome d Lower bound Sound to wore Version 6 15 01 F STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Figure 52 Upload file by FTP 26 2 Upload data on the web site Select the warehouse web site If no parameter of the FTP connection is established for this warehouse a window to update these settings opens You must enter the correct settings before connecting FTP server Name FTP account name FTP account password FTP port FTP directory for files FTP directory for pictures Figure 53 FTP settin
56. b 74 21 7 Convert A QUOTE INTO ONG OP sic itanuiiss e Aaaa RERE ENESE aieia 74 22 AUTOMATIC replenishment rnaar ARE EEEE EEE ERAEN EROE Eaa EEA EEEE e EEE EE EEE ESEE 75 23 SAVEMORE Ea A EEEa E Ea a SO a eS E E O E EEEREN EG 77 23 1 The evolution of the inventory during the different status of the supplier order ssssssessesssesssesrsssrssrssrrssrrssreersseee 77 23 2 The evolution of the inventory during the different status of the customer back 77 23 3 The evolution of the inventory during the seizure of another 77 23 4 The evolution of the inventory during the different status of the customer 77 23 5 The evolution of the inventory during the different of the quick customer 78 23 6 The evolution of the inventory during the seizure of another 78 23 7 78 23 8 Consult the inventory according to the criteria for tracking and tracing cecccecessceeseeeeeeeeeereeeeceeeceseceaeesaeesaeeaee 78 23 9 Scan items for a
57. barcode reader you scan the barcode of the item the area of selecting the drive must be green if it is not the case type F11 and an item is automatically added in return If you want to add more than one item ina single barcode reading type the desired quantity followed by in the barcode reader and then scan the item When an item is scanned the scanner beeps but you also hear the beep of the application an error beep item not found or a tone of success added item 18 7 Comment the lines of the back order Until the back order is not complete status TER you can comment each line A column by default placed on the far right of the back order removable is available for an entry of 50 characters You can then further retrieve this comment in the back order or in consultation with Statistics movements and or movements per item 18 8 Close a back order The back order after receiving can be closed by clicking on the Finish button 18 9 Print from a back order 18 9 1 PRINT THE RECEIVING REPORT If an order is in status or REC REA you can print a receiving report to help you put it back in inventory The order will be printed items returned will be the order being in the back window You can modify this order in the window before clicking the button print receiving report Click print receiving report 18 9 2 PRINT THE PICK TICKET If the back order is in status TER you can print the pick ticket Click on
58. ce the quote The price of the item is not a fixed price The price is not the price of an item but a real price variable position back in control as a cost of labor When you are in sales order entry and until the order is not complete you can right click in the column row price of the item you want to change the price The cursor is then entered in the price area of the item After changing the price a message asks if you want to save this award in the information about the item you can answer yes or no If the price of the item was modified in the sales order the information in the column Origin of the price for this item will be PCC customer order price You know well that the item set in this quote is individual or in any case changed when entering the quote The price may be changed as many times as necessary until the quote is complete 21 6 Print a customer quote Once finished the quote may be printed Click on print 21 7 Convert a quote into order If the quote is accepted by the customer there is no need to enter it again in customers order With a simple click on the button Convert to order the quote is automatically converted to customers order You find this order in the selection of customer s orders status in REA If the stock items in the warehouse of the quote were insufficient an informational message will prompt you to reorder the inventory to convert the quote if waiting mode is not
59. ceaeceaeceaecaeecaeesaeeeeeseeeseeeeeeseeeseeseeeeaees 107 30 20 Setof inventory oid 107 30 21 Automatically importing FICS 108 30 22 Change the look of Stock It 108 30 22 1 RESTORING THE DISPLAY SETTINGS c cc ccccssscccctcssescensesceueeveeseeanseseetonsssnateetaevevebsnsestoesenesvenvanncdensereevensennstente 108 30 23 CHANGE OF STATE MODELS i pda ve cis 108 General features for the Printings ics 110 import of external data in 111 Setup the backup 114 115 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 35 Directories and files of 5 816 116 36 WeEtWOFK instalation 118 36 1 Simplenetwork 118 36 2 Installation in client server MOdE ccccesceessecsssceessecssscecseecsscecseecssscesseecsascessecssecesseeceaecesecesaececseecsaececstecsaaeeeaes 119 36 2 1 Principles of an installation in cl
60. ck By Email Version 6 15 01 114 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Via the main menu in the Administration group click Restore 34 RESTORE A DATABASE An earlier version of the database can be restored however if the latter version is earlier than the current version it will automatically update During a restoration the restored database will overwrite the current database Select the source to be restored from an automatic archiving visible only compatible versions or from a directory where you made a manual backup Click the Restore button In the end you will be prompted to restart the application MULTI USER MODE If multiple users are connected a warning message is displayed in the window restoration Make sure that no more user is in session at the time of restoration If you restore a database and some users still block access to certain parts of it restoration may be performed partially and can therefore become unstable or incoherent Version 6 15 01 115 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 35 DIRECTORIES AND FILES OF THE SOFTWARE DIRECTORIES The executable is installed by default in a subdirectory Stock It Easy of the directory Program files Are included in this directory The executable Y Bookstores v The initialization file In the INI file are stored under the roads sub directories of the application and the deletion
61. customer check Breakdown If you choose to manage customer order complementary areas they will be available in the selection of your report Version 6 15 01 8 STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 Sales report 2052011 ii CAS Roner Si SA Easylapisic SA Customer 8 Rue de amp montagne 100 18 101 h Pas 5000 From samedi 91 janwer 2000 France To dimanche 01 janvier 2012 Ta 0812020020 Fac 081 202021 VAT BE 9123 458 789 Erai jean jesn prenie net fone Fomine om roar ase ha a noms framessenu ese erm aso om ome Unspecified method paiement back order 14 49 TOTAL 14 49 m Figure 40 Sales report STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 20 OTHER INCOMING AND OUTGOING 20 1 Other incoming Another incoming is an entry in the inventory of an item that s not coming from an order or a back order Via the main menu click on other incoming Figure 41 Other incoming 20 1 1 ADD AN ITEM IN THE INVENTORY Select the warehouse Select the item using the tab Find item or by scanning the label with the barcode reader if you have configured Encode the quantity Select type of item if the method used is set Encode or select a proof Confirm your entry by clicking the button Submit Entry 20 1 2 SUPPORTING MOTION CUSTOM Y
62. d a description of your data in another format Warning If the import instructions defined in the help are not strictly adhered to you could have an inconsistent database see unusable This tool comes only in order to save you time recopying an existing database please still devote the time necessary for its proper functioning Version 6 15 01 D STOCK IT EASY VERSIO SER MANUAL 2012 02 08 The import will be from a flat file text or CSV You are free to choose the field separator for csv files it is the semicolon for text files it is often a tab You can also specify the decimal separator used and indicate if the file contains a title line thus avoiding the need to import The easiest way is to start with an Excel or Open Office Calc or are you paste content into the notepad or you save the file in CSV format You do not have to move all the columns in your file but specify no column in the import window opposite the respective zones It is possible to reposition column values initials by clicking on the button Re initialize Select the table you want to garnish with your data file by selecting the appropriate tab item supplier and customer Check Skip the first line if it contains the column titles in order to avoid import Select the column separator to CSV tab or other Select the decimal separator SN N A Enter the column numbers corresponding to the values in your file if th
63. d its formatting This text will be repeated on the footer of invoices The reference to an item back on the following documents may be amended by default it is always the internal software You can per document invoice quote packing slip or picking ticket choose to print the internal reference or reference item or reference supplier 30 14 Administration of the customer orders Select the tab order 30 14 1 ORDER IN WAITING MODE See 16 10 Put an order in 30 14 2 CHECK AVAILABILITY OF ITEMS IN THE INVENTORY Inventory control of items is the basic operation of STOCK IT EASY 6 but in some cases it is useful to allow the outputs so that the available quantity of an item is inadequate e g when you do not have time to encode the inputs and outputs must be encoded emergency You can therefore by clicking No to disable the control of availability in the inventory Please note in this case will appear negative quantities in the inventory the outputs are still included and calculating the weighted average price of an item in such a situation may become inaccurate 30 14 3 MANUAL SEIZURE OF THE PICK TICKET NUMBER If you select this option you will need to be able to close a customer order enter the pick ticket number This option is useful if you send your orders by carrier to keep the ID associated with sending the order in the database 30 14 4 PREPARE THE CUSTOMER ORDER ORDERED QUANTITIES You can choose
64. d warehouse web site 28 Stock maximum In the selected warehouse web site 29 Creation date 30 Creation hour 31 Update date 32 Update hour 33 Last inventory update date 34 Last inventory update hour 35 Processed before export to HTML increasingly the characters Optional field 1 are replaced by 36 Optional field 2 37 Optional field 3 38 Optional field 4 39 Optional field 5 40 Optional field 6 41 Optional field 7 42 Optional field 8 43 Optional field 9 44 Optional field 10 45 Numeric identifier of the categories associated with the item ID Categories separated by a STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 26 2 4 UPLOAD OF PICTURE S ITEM BY FTP It is possible to send along with the CSV file created pictures of item being added and or changed since the last upload to the warehouse website To do this you must check the box Send Pictures and it is mandatory that an FTP directory for the pictures is defined in the FTP settings of the warehouse The pictures are then sent to the directory entered In order to automatically link to the page item on your website you may want to rename files not on the basis of the reference STOCK IT EASY 6 but on the basis of the reference item supplier or EAN code In this case select the desired naming mode before exporting your file names on your computer will not be changed The file extension will always be Jpg
65. e browser right right click and select Set as Default You can also select Preview to preview the selected template Version 6 15 01 109 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 31 GENERAL FEATURES FOR THE PRINTING Many documents can be edited with STOCK IT EASY 6 Many opportunities are offered by the print preview include among others Email this v Export to PDF Export to Word Export to Excel Retouching Annotations Searches LN NNN Version 6 15 01 110 Via the main menu in the Administration section click on Import File Separator Decimals separator m a Suppliers EAN 13 Mnemonic Wording Supptier Supplier s reference Taxe rate Taxe rate 2 Net buying price Logisitic coefficient Logistic price Sale coefficient Ignore the first row Re init gt ha ustomers Warehouses Sale price Minimum qty in stock Optimal qty in stock Maximum qty in stock Qty of labets Packaging Packaging unit Picking adress Weight Specific 1 Specific 2 Specific 3 2 Specific 4 Specific 5 Specific 6 Specific 7 Specific 8 Specific 9 Specific 10 Picture Item reference 2012 02 08 Figure 66 Imports You can import external data into the database Suppliers Customers Warehouses Items SN NNN Movements see 20 5 Perform other incoming and outgoing by importing file This is to save you valuable time if you ha
66. e information does not exist in your file type 0 Y Click on import The data required optional controlled or automatically generated by the same rules as when creating manual see the relevant chapters for details Your data before being imported into the database are verified and presented in a second screen to verify if the import is correct and also to change what is still needed Figure 67 Check previews of imports Various controls are available blocking controls put the relevant line in red and its import will be impossible non blocking controls such as double reference provider will be highlighted by an orange color in the cell concerned Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 The import will automatically set if the lines are imported to add or change This information is dependent on what you import Items whether the item reference is imported into the file the program checks its existence in the database if the item is found on the basis thereof the line is shown in green while saving all data item except the addresses of storage will be replaced by the present on the green line even the blank areas If the reference is not found or if it is not imported the line item will be colored and will be an added line On items it is also possible to import photos from these by specifying the path of the image corresponds to the item to be imported A copy of the image is made
67. e orders are created You can find them via the menu supplier s orders in the status In Progress you can still edit add delete items change quantities annulment of the order and then finish them and send them D STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 Figure 47 Inventory 23 1 The evolution of the inventory during the different status of the supplier order Incoming if order is in status REA Incoming if order is in status REC based on quantities received Incoming if order is in status RAR and order row not closed yet Add in the inventory if order in status RAR and order row closed Add in the inventory if order in status TER 23 2 The evolution of the inventory during the different status of the customer back order Depending on the status of the back order items returned will be considered Incoming if back order is in status REA Incoming if back order is in status REC based on quantities prepared SASS Add in the inventory if back order in status TER 23 3 The evolution of the inventory during the seizure of another incoming Items entered via other incoming are added in the inventory 23 4 The evolution of the inventory during the different status of the customer order Depending on the status of the order items will be considered Outgoing if order in status REA or AT1 v Outgoing if order in status PRE based on quantities prepared or AT2 Version 6 15 01 STOCK
68. eahnets 65 20 1 1 AAA ANiter ih 1 6 est rE aeea PEE NEREA ENERE NE AAEE AERE 65 20 1 2 SUPPORTING MOTON CUS TO M erae aa E aaa a r Eaa Ra raa ae aa n a A E a AAR aa En aae n A cane EEEE AER iea iNES 65 20 1 3 Tracking tracing a various MOVEMENL ee eeecceeseceeeeeeeeceeeeeneeceeeeeeaaecaeeeeaeeceseeseneeceaeeseaaeeneeesaaeenaeeeeaeeene 65 20 2 Use a barcode reader to add an item with the other incoming MENU sssssssssessssrssrssessrissriesrteireritrinsrinsrinsrrnsinesenent 65 205 LORMEPOULSOING anre en E EAER EAE E R 66 20 3 1 Remove an item from the inventory cceseecccsessececeeececeeseneeceeqeeeeceeeeecseeeeeceeueeeceeaeececseeeceeaaeeeceeaaeeeeeeeeeceeea 66 20 3 2 SUPPORTING MOTION 66 20 3 3 Tracking tracing a various 66 20 4 Use a barcode reader to remove an item with the other outgoing 67 20 5 P
69. eceipt of your payment license key will be sent to the email address registered with your purchase Encode this license key in the window accessible from the menu License or when opening the software 2 1 2 SPECIFIC LICENSES EXTENSIONS If you want to activate the extension for managing compound items simply purchase a license via our website and upon receipt of your payment license key will be sent to the email address registered with your purchase Encode the activation key in the window accessible from the menu License or when opening the software making sure to select Compound items extension above the submit button If you want to enable the extension to manage the tracing and tracking of items batch serial numbers expiration dates the deadline for optimal use production date etc simply to acquire a license through our website and upon receipt of your payment license key will be sent to the email address registered with your purchase Encode the activation key in the window accessible from the menu License or when opening the software making sure to select Tracing and tracking extension above the submit button If you want to enable the extension to manage the upload on web site of all your items pictures and simply to acquire a license through our website and upon receipt of your payment license key will be sent to the email address registered with your purchase Encode the activation ke
70. ed with it 26 2 3 CSV STRUCTURE OF THE FILE CREATED In order to operate from your website you must know the structure of the CSV file generated from the STOCK IT EASY 6 web export Here in ascending generated columns a column heading is always included in the first line of file N of column Data Valid values 1 Added item 1 if new item 0 otherwise 2 Updated item 1 if existing item updated 0 otherwise 3 Update inventory 1 if inventory updated 0 otherwise 4 Reference STOCK IT EASY 6 reference 5 For example use this reference as unique key with the Item reference reference website 6 For example use this reference as unique key with the Supplier reference reference website STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 7 For example use this reference as unique key with the EAN13 barcode reference website 8 Mnemonic 9 Name of the item 10 Supplier code 11 Buying price 12 Coefficient of sale 13 Sale price 14 Tax 15 Second tax 16 Weight 17 Compound item 18 Number of labels 19 PCB 20 SPCB 21 Conditioning 22 Unit of conditioning 23 Picking In the selected warehouse web site 24 Dead items 25 Stock quantities In the selected warehouse web site 26 Stock minimum In the selected warehouse web site 27 Stock optimum In the selecte
71. ee the result of 88 a 90 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 27 1 1 Control Inventory of the 90 27 1 2 COMPO A 90 27 1 3 Update 91 28 Inventory item Movements eena can vedededse ies 92 28 1 Scanitems TOKA QUICK SEARCM ccs 93 30 General settings administratio M s 95 30 1 or not the Opportunities eccesceceessececseeeececseeeeceeueeeceeeaececeeeecseaaeeecsecaeceseeneeceesaeeeceeaeeeesseeeeesesetesseaaees 95 30 2 Eanguageofthe SoftWare gree E EE Ea ee REEE AAEE REREN 95 30 3 Customer order invoiced in weighted average price or in sale PIiC ccceesescccseseececseececeeseeeeceeaeeeeceeneeesenneesseaaees 95 30 4 Ara A bane AS E E RERE A aNs 96 305 COMPANY S deed bebecushenteceshuedeertagetntedbonte 96 306 CHANGE e AE ER SNRA ESAE 96 30 7 98 30 8 98 30 9 IREINAEX thE
72. eecaeesaeeeeeeeeeeeeeeeeseceaeceaeceaecaaesaesaeesaeeeeeteeeees 17 4 2 1 Firstencoding cucveusccecetuneeceseauceasdensdec sates cuteesducevaeceanecventealaein E cial 17 4 2 2 Incoming iM er 17 4 2 3 18 4 2 4 Incoming and 18 5 FV EC SUP PORE 19 6 essa a aiae Eaa 21 6 1 SIX major EE na 22 6 2 22 6 3 MATION 22 7 aN 23 7 1 Rights and levels of the 23 8 Item awe acco dann 24 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 8 1 COMPOUMGS sates 24 2 PAD 25 8 3 EGG AM TRO Misses 25 4
73. efficient of an item during a supplier order It may be useful to change the price of an item when entering a supplier order for various reasons e The price changes from one order to another e You are informed of the new price at the time you place the order e The price of the item is not a fixed price e You use the coefficient attributed to logistics import costs that you only know the receipt of the order When you are in the supplier order and as the order is not complete you can right click in the column row price or coefficient of the item you want to change the price The cursor is then entered in the price area of the item After changing the price or the coefficient a message asks if you want to save this award in the information about the item you can answer yes or no Do you want to update the item with coefficient 1 As Logistic price 10 6 As Net buying price 10 6 L Figure 27 Supplier order price update 15 6 Receive a supplier order The quantities ordered from a supplier are not necessarily the amount you receive In this case it is useful to validate each line of order and if necessary change the quantity received To receive an order click on receive order Two new columns appear next to the column quantity QUTEREC and STAT By default the contents of the column QTEREC type approved quantity is identical to that of the Quantity column You can change the quantity ordered if the q
74. el If your email settings are correctly completed select the send from the application and attachments that you have selected will be automatically added to your message If you do not know your email settings select the second option If an email application installed on your computer open a message and address subject and object are automatically completed you will then need to manually select any attachments If you do not have email installed on your computer the message is copied to the clipboard and you should copy it CTRL V in the mail that you prepare for your mail on a web server You must send this message to the address support stockiteasy com taking care to include any attachments Figure 4 Free support request screen 3 L 2012 02 08 The main menu of STOCK IT EASY 6 is compound of 6 main groups comprising each of the buttons to application windows Stock It Easy 6 ale fe Ewe Se G 4 L Supplier order Back order outgoing Customers inventory k Pa qT t Automatic customer incoming teplenishment order Transfer Controls Os inventory Export WWW Figure 5 Main menu Potentiometer located in the upper right corner of the screen to set the opacity of the 6 menus You can via the General Settings window set a specific background color for each of them Stock It Easy 6 Fe AL Edt We Lenguges 7 upplis Version 6 15 01 2
75. election In barcode reader mode you can directly select the item by reading the barcode Updete Oelete 4 Refine your selection Soper Heferendy c Figure 8 List of the items 8 1 Compounds items A compound item is an item that contains other items For example the item Computer will consist of 1 motherboard 2 memory sticks 1 box 1 fan a DVD player The items in the item computer in our example will be named components items Consider a second example with decimals the compound item hamburger contains following components items Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Compound item hamburger Quantity Component item 1 Slice of meat 1 Slice of cheese 0 015 kilograms of onions 0 020 kilograms of ketchup 1 bread The creation of compounds items saves valuable time in managing your inventory and customer order entry Needless to encode each time all the items that compose a whole You avoid the same mistakes during the seizure If an item is a component of compound item it can still be ordered separately in a customer order Example You can order the compound item hamburger for a customer and the item component slice of meat A compound item cannot be also a component of another item compound Example the compound item hamburger cannot be a component of an item Menu hamburger Compounds i
76. enabled 20 4 Usea barcode reader to remove an item with the other outgoing menu If you use a barcode reader you scan the barcode of the item the barcode area must be green if it is not the case type F11 and the item will be selected if it is found If you want to add more than one item in a single barcode reading type the desired quantity followed by in the barcode reader area and then scan the item When an item is scanned the scanner beeps but you also hear the beep of the type of application an error beep item not found or a tone of success added item Note compounds items are administered via the other incoming and outgoing each component are added or removed from the inventory from entering the corresponding compound item Note 2 Management of tracing and tracking is not possible for a compound item 20 5 Perform other incoming and outgoing by importing file Since the window Other incoming or Other outgoing you select the menu File Import from file A window Import Movements opens From this window you can import stock movements from text files This can for example is useful if you want to reproduce incoming or outgoing that you were given via a spreadsheet like Excel or if you want to get out of control from your website E commerce D STOCK IT EASY VERSIO SER MANUAL 2012 02 08 q O Wix n i Refreni Hem ref Figure 43 Import window of a file of various movem
77. eneral settings is supplied by the warehouse selected You can refine your choices by making selections in these lists STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 7s 5 Fle 2 Warehouse bi ENT1 g Wording Supplier ref gt Item ref Warehouse DOU ENT He 17017201700 O08 60 00 ENT1 DEF 17 ENT1 Figure 48 Consult of inventory with tracking amp tracing criteria 23 9 Scan items for a fast search If you use a barcode reader you scan the barcode of the item the area of selecting the reader must be green if it is not the case type F11 and the item will be selected if is found When an item is scanned the scanner beeps but you also hear the beep of the type of application an error beep item not found or a tone of success added item 23 10 Export your inventory to Excel or Calc Via the menu File Export to Excel you can export the inventory as displayed in the window in a Microsoft Office Excel or open office calc to the location of your choice The created file contains the title of the columns all table rows the total amount the columns in the order shown in the table The hidden columns that you are not repeated i STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 It can be very useful to transfer items from a warehouse to another Original weretouse T destination warehouse om ugpotng partin 1 Referente e Wordng
78. ents 20 5 1 ENTER THE DETAILS OF IMPORT You must first specify on which warehouse you wish to make the movement Then choose the case of an entrance or exit If you have chosen to manage the used items you can select if a file of new or used items By default the program will read the reference section in the first position of the line of the file and the amount of movement in the second These positions may be specified by you indicating the number thereof in the boxes Reference and Quantity respectively If you used the tracing and monitoring the boxes batch expiry date and optimal date of use will appear under your management criteria defined in the general parameters of tracing and monitoring In this case also specify the column numbers where find all information if such information doesn t exist in the import file delete the contents of the boxes concerned An expiry date and optimal date of use must be in the format YYYYMMDD in the import file for example January 15 2010 should be written 20100115 You must also specify what will be the column separator to interpret the file If your quantities contain decimals also specify the decimal separator All these choices are saved you will not have to enter it each time Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Then select the file using the button 20 5 2 UPLOAD FILE Then click the button Impo
79. er outgoing 20 3 1 REMOVE AN ITEM FROM THE INVENTORY Select the warehouse Select the item using the tab Find item or by scanning the label with the barcode reader if you have configured Encode the quantity only item with a quantity gt 0 in the inventory are listed Select type of item if the method used is set Encode or select a proof Confirm your entry by clicking the button Submit outgoing 20 3 2 SUPPORTING MOTION CUSTOM You can make the completion of the proof required or optional with the checkbox in the header of the column proof It is also possible to manage an optional second proof see general settings To make more specific evidence of the input or output you can replace the existing lists default custom lists To do this in the general settings tab order select one or two of the four complementary areas sales order check box on the right column Supporting These lists now replace the default lists To fill them go to the main menu File Descriptive Zone additional customer 1 to 4 20 3 3 TRACKING amp TRACING A VARIOUS MOVEMENT STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Based on the criteria of the features enabled in tracing and monitoring general parameters you can should select the item which corresponds in the drop down list that includes all the existing monitoring criteria for the selected item in the warehouse this list appears only function of the general settings
80. erform other incoming and outgoing by importing 6 67 20 5 1 Enter the details OF UMPOME tsvana Saisin ninesi oiia 68 20 5 2 Upload ess teva edna 69 20 5 3 Change the quantities 70 20 5 4 EEER EEEEE 70 20 5 5 Register the 70 20 6 Programming the automatic import Of files oe ee cee sence eeteeeeeeecseeeeeneecaeeeeaeecaeeeeaeecsaeeeeaeecaeeseneecaeeeeeeesnaeeneneees 71 20 6 1 Automatic Or S Mi AUTOMATIC rinenda eaaa ii iaaii aiao eiiiai 72 21 Customer Quotes edi ind odin 73 21 1 Create rn iA Pa ARSE ENEGA 73 21 2 Add AN item EO 73 21 3 Update an Item in the 74 214 Deleteanitem fromthe 74 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 21 5 Update the price of 8 item in the Quote eecececeecseeeseeeeeeeeeeeceseceseceaeceaecsaecaaecaeecaeeeaeseaeseneeeeeeeeseaeseaeeeaseaeeaaeaes 74 21 6 Pint a CUSTOMEN QUOLE iii ccscssisccissscesnsssicesiacnccctoassicossuseasasners iaesneseaacdnepss snes svascbnacyiaesnas deenas
81. es are on a red background in the 2 respective windows and items quantities identical green background An order will be properly checked if all the boxes quantity of the order are on a green background or white or red When closing this window the order is found in the initial status REA AT1 AT2 or PRE 16 10 Put an order in standby It s possible to close an order with insufficient stock of item if the global setting of the administration page allows it By default this feature is disabled This status is an intermediate status informed by AT1 or AT2 code of a customer order An order is pending if one or more of the items that compose it are not in sufficient stock at the time of creation AT1 and or preparation AT2 thereof By extension a prepared statement will be completed status B only if all the items that compose either in sufficient quantities in stock at the time of the preparation during the transition to PRE status to TER We can imagine that you order the last 10 items of a stock The command is REA During preparation we replace the ordered quantity of 10 prepared by a quantity of 11 the stock is therefore insufficient and control passes to the status PRE gt AT2 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 16 10 1 HOW TO SKIP STATUS PENDING OF AN ORDER v Back in inventory the missing items Reduce the amount of items out of order Delete items out of order N
82. esses with a 30 11 3 MAIL OF THE RECIPIENT IN COPY OF THE SUPPLIER ORDER APPROVAL Specify here the recipient will be generic copies of supplier orders approval nn You can specify multiple recipients by separating the email addresses with a 30 11 4 MAIL OF THE RECIPIENT IN HIDDEN COPY OF THE SUPPLIER ORDER APPROVAL Specify here the recipient will be generic hidden copies of supplier orders approval You can specify multiple recipients by separating the email addresses with a This is useful for example to send you a copy of your sent mail in your personal email account 30 11 5 MAIL OF THE RECIPIENT IN COPY OF THE SUPPLIER ORDER Version 6 15 01 100 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Specify here the recipient will be generic copies of supplier orders You can specify multiple recipients by separating the email addresses with a 30 11 6 MAIL OF THE RECIPIENT IN HIDDEN COPY OF THE SUPPLIER ORDER Specify here the recipient will be generic hidden copies of supplier orders You can specify multiple recipients by separating the email addresses with a This is useful for example to send you a copy of your sent mail in your personal email account 30 11 7 MAIL OF THE RECIPIENT IN COPY OF THE CUSTOMER ORDER Specify here the recipient will be generic copies of customer orders You can specify multiple recipients by separating the email addresses with a 30 11 8 MAIL O
83. est Screen 20 Figure S Main MOM veces 21 Figure G CUStOMIZE THE main K aeii ioii 22 Fig re7 USES 23 FIGURES List ofthe 24 Figure g Item WIMAOW sssini Ee ai suis causes AE 26 Figure 10 Add components to a compound item ee eeececeseceeneeceeeeeeseeceseeesaeeceseeesneecsueeeeaeecsaeeseaeecaeeeeaeecaeeseaeecaeeseaeecnaeeeeneees 28 Figure 11 tem s 30 Figure 12 choose the 30 Figure 13 Movement via 31 Figure 14 Additional data management eccesececeseeeenceceeecesaeeceseeeeneeceaeeeeaeecaeeeeaeecsaeeeeaeeceseeseneecaeeeeaeecaeeseaeeceaeeeeaeecnaeeneneees 32 Figure 15 Categories MaMageMeNntaccc cccpccssiceersecdeenegerctocevtceveatsucunseuenceonsieyshosucersovouceutareceutubacteosbocascadeoeedeustasenecuaesedabenesenencesested 33 Figure 16 Create a CALE BONY 34 Figure 17 viewing the picking addresses ceessesssceecceseseceeececseeeeacecsaeeseacessaeeseaaecsaeeeacessaeeeaeessaeeeeaee
84. fic 2 Image Stock Composed item Adress by warehouse Warehouse Picking new item Figure 19 assign an address to an item in a warehouse Version 6 15 01 D STOCK IT EASY VERSIO SER MANUAL 2012 02 08 Via the main menu in the Descriptive group click on suppliers Sippierco Company Figure 20 List of the suppliers 12 1 Add a supplier Click on Add suppliers Enter data and confirm by pressing OK or Cancel as appropriate 12 2 Update a supplier Select supplier and click Edit Enter data and confirm by pressing OK or Cancel as appropriate 12 3 Delete a supplier A supplier may not be deleted if he has items referenced However you can disable it therefore no longer appear in the various lists of the program To reactivate simply uncheck the Disable or in the list either in its form Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Please note that the deactivation of a supplier offers to disable all its items are still active this operation is reversible Select supplier and then click Delete If the supplier does not have any item referenced it will be deleted without prior confirmation otherwise the message will indicate Supplier referenced you have to first assign item to another supplier before deleting 12 4 Description of the supplier s data Supplier code Supplier name Contact Adress Num ro code Country code Phone number Fax number
85. file receiving the order 201202001 will be br_201202001 csv The column separator is the semicolon used The information in each line of the file are Reference supplier reference Label Quantity Quantity type approved reception status date of receipt address storage The reception status means not received the status means approved 15 9 3 PRINTING THE ORDER You can print the order form to fax to the supplier Click on Print your order In the window that opens click on order button STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Order N 2010080003 i From i Simpson dons Bur Monjoie SA Easy Logbtc SA SA Etabiisements Monpe Ruedela momage 10014 ale des Aub p hes 254 Pare 5000 1000 France Belgique Tet 081 202020 Tet 2125456 Fax 081 202021 Fax 02123654 VAT BE 0123 456 789 VAT 001 001 002 002 Emat jean fean oremiernet Email nonameg monjole be 2205 2011 Payment Terms Paiement 30 jours fin de mois Figure 30 print the supplier order 15 9 4 PRINTING THE ITEM S LABELS OF THE ORDER You can print labels for items ordered Click on Print your order In the window that opens choose one of two options v The labels of items in the order 1 label per item You can tag a rack a shelf a box picking v these labels of items ordered you can label all items Then click the button Labels 15 10 Email the supplier s order By clic
86. forme 10 abxi25 8a Tourney iforme 11 pincems2 Pince monseigneur pelle base1 Pelle rateau base 1 Rateau e base 1 Pioche che base 1 e Assiette plate bord bleu Assiette dessert bord bleu te profonde bord bleu Fourchette knife4 c123 Couteau spoon4 Cuill re soupe cofspoon4 cca123 Cuill re caf a 0 desspoon4 Cuill re dessert pe GTHY45 P dalier der DER58 hyt D railleur pneu270 tire 27 mb pneu 27 VTT w Ww N D e 50 Update inventory This screen allows you to adjust inventory quantities of one or more items for example due to an inventory in a specific warehouse Select the warehouse Select a voucher v Ifyou work with a barcode reader scan the label on the item and enter the quantity desired then type Enter v Ifyou are not working with a barcode reader set you on the desired line and then enter the desired quantity in the column Stock corrected 25 1 1 SEIZURE OF AN INVENTORY WITH TRACKING AND TRACING CRITERIAS If the extension tracing and tracking is enabled right click in the line of an item allows you to access a window that contains the various details of inventory according to the criteria you ve entered in entry exit inventory Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 To correct the quantity for a tracked item enter the corrected quantity in the quantity column of the desired line and press enter
87. gs CODE is the code of the warehouse web site selected FTP SERVER NAME IP address or name of the FTP server for the web site FTP ACCOUNT FTP account name This account must have write permission PASSWORD for the FTP account PORT FTP most often it is the port 21 FTP FILES DIRECTORY directory where to send the CSV file this directory must exist it is not created by the program and be writable FTP PICTURES DIRECTORY directory where to send pictures of items FTP DIRECTORIES Provide the name and absolute path to the destination directory This directory is located on the FTP server Parts of the path are separated by slash slash The path starts with a slash When connecting to an FTP site the initial directory the home directory of the user is not necessarily the root of the FTP server think about it when indicating your absolute path STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 FTP TEST Before you can make a first upload it is mandatory to make an FTP test it simply clicks on the Test FTP button A connection with the FTP server based on criteria entered is realized If the server is connected a message says and then you can make your first upload otherwise you will correct your connection parameters Note that neither the presence nor their directories writable are tested If you must change the data select the warehouse from the list of Export window then select the menu File FT
88. he customer You can create a new customer from the order window by clicking the menu File Create a new customer Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Select the warehouse where the items taken Click on Create Order You can always enter an internal order number auto number complementary to the program to your order via the box labeled internal control number in the upper right corner 16 2 Add an item to the customer order By double click in the table reference search on the desired line you add the item in the order You can then encode the order quantity and if the opportunity management is set the type of item v Newer O v Used N and validate the line by pressing ENTER If you want to enter more than one item you can either click as many times as necessary in the table reference search but you can also change the quantity in the quantity of the order If in the application settings you did not authorize the hold orders and that the item is not in sufficient quantity in the chosen status New or used and in the warehouse selected will therefore possible that ordering more than quantity in the inventory 16 2 1 ENCODE A COMPOUND ITEM IN THE CUSTOMER ORDER If the extension items compounds is enabled simply add the item compound and item compound and its components in their respective quantities set for the Item compound will be added in the order 1
89. he opening 14 Create a shortcut to the program geststock exe on your client computer from the Explorer right click on geststock exe and choose send to Desktop create shortcut Version 6 15 01 118 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 15 You can now launch the program from the shortcut created on the client computer if you have multiple client computers repeat the procedure from paragraph 12 16 Remember if you use a version with license key a valid license key must be installed differently on each computer 36 2 Installation in client server mode Below you will find a summary of the principles of plant operation in client server A detailed manual available on our website when purchasing a license explains in detail the installation and administration of the application in this mode of use This installation method requires the purchase of a client server version of Stock It Easy To do this simply purchase a license via our website and upon receipt of your payment it will be sent to the registered email address when you purchase with the link to download the installation version STOCK IT EASY 6client server Encode the activation key in the window accessible from the menu License or when opening the software This license is required for the first position in client server For other computers connected to the database client server a license number classical enough 36 2 1 PRINCIP
90. he record j 2012 02 08 You may submit a quote to a customer 60 ciemno J 9 3 Oe mertcharp ti Mas teau herpent ver 009 t 3 Tarnet 10 0000 screwdriver 3 Tournerts cruciforme 11 000085 per sar Pece morpegreu Balarea ret Wortteg Figure 46 customer quote 21 1 Create a customer quote Via the main menu click on Customer Quotes Select the customer Select the warehouse where remove items Click on Create Quote 21 2 Add an item to the quote By double click in the table reference search on the desired line you add in the quote You can then encode the quantity and confirm the line by pressing ENTER If you want to enter more than one item you can either click as many times as necessary in the table reference search but you can also change the quantity in the quantity of the quote Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 21 3 Update an item in the quote Just change the quantity in the selected row 21 4 Delete an item from the quote Select the item in the table to delete the quote Click Delete Row Confirm with YES or NO message appears 21 5 Update the price of an item in the quote It may be useful to change the price of an item when entering a customer order for various reasons including The price varies according to customer e You are informed of the new price at the time you pla
91. hen scan the item or scan as many times as desired the barcode of the item 15 2 1 ENTERING A BATCH NUMBER A SERIAL NUMBER AN EXPIRY DATE If the extension tracing and tracking is enabled you can enter the batch number and or a date and or the date number 2 of the quantity of item desired If for example you order to a supplier 100 items A belonging to batch n X and 100 other items A belonging to batch n Y you do the following Add the item A in the order and enter 100 in quantity manually or by barcode reader and X in column batch Re add the item A and answer no to the dialog box that appears a new order line is created also indicate the number 100 and enter Y in column batch 100 items will be assigned to batch X and another 100 to batch Y The principle is the same for the other criteria for tracking and monitoring to define the broad parameters of the application Do you want to add quantity to the existing order line YES or create a new line for another Batch NO Figure 26 dissociate the criteria for tracing and tracking in order 15 3 Update an item in the supplier order Just change the quantity on the desired line 15 4 Delete an item in the supplier order Select the line item to remove in the control panel Click on Delete row STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 15 5 Change the buying price or the logistic co
92. humbnail of an item open its description Right click in the thumbnail open a dialog box you can choose to make an incoming or outgoing of the selected item the following window opens Setect the movement of the stock incoming Outgoing Figure 12 choose the type of movement Version 6 15 01 STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 Marteau charpentier Warehouse Supporting 2 Figure 13 Movement via the thumbnail list Select the warehouse the quantity and a proof that you find in the analysis of movements in the Proof 2 the name of this area may be renamed for the entire application through the management of labels STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 9 MANAGEMENT OF ADDITIONAL AREAS 1 AND 2 You can add two additional zones to your customer orders see 15 14 Add two types of complementary information to the sales order These areas are called and activated from the general settings of the application see 27 14 5 Enabling additional areas in customer order To feed these two zones select the menu File descriptive complementary Zone 1 or 2 The name complementary Zone will be replaced by one that you encode in general settings The following window opens To create the values of these areas simply encode them in the corresponding table You can change the value or delete them srea t curtomer order Figure 14 Additional data
93. ice to see a USB key 8 Inthis directory open the file stockiteasy ini and replace each occurrence of the word DIRECTORY there are 4 the path of the directory of the application by the new path for example a DIRECTORY C Documents and Settings All Users Application Data StockltEasy StockltEasy data data to application path before moving the files b Must become DIRECTORY C Program Files StockltEasy data or new path you copied the files 9 Save your changes 10 Delete C Program Files StockItEasy geststock REP 11 Launch the program make sure you are logged into your database if this is not the case one of the instructions above has not been scrupulously respected and the program will certainly re created a blank database also 12 Asareminder if you use a version with license key a valid license key must be installed differently on each computer Version 6 15 01 121 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 38 TABLE OF FIGURES Figure 1 Delete sample database DUttON es eeecessssceecessseeeeccessseeeeceecsseeeeacessseeeeceecsseaeecaessaeeeaeessaeeceaaessseseeaaessaseeeaeesaeeeeaaees 17 Figure 2 Free support request screen 1 02 eee eeeeeeeceeeceesseaeeeceeeeneeseeeeeceeeseeaaaaeeceeeseeaaeaaeceeeeeeneaaeaeaeseseneaneaeaeceeesnesaaaeaeeeeeseeneeaeee 19 Figure 3 Free SUPPOrt request Screen 2 sc 20 Figure 4 Free support requ
94. ient server mode ccesesccsseseceeeeceseeeceaecaeeeecaeesecaeeeeceaeeeseaecaeeaeceseneaeeese 119 36 2 2 OF isounasoiassbessaaasedvseagsmneadcstaarts 119 37 Portable installation of the inventory management software STOCK IT EASY 6 eceesceeseceseceeeceeeeeeeeeeeeeeeeeterseeeeaees 121 38 Wa TUES 122 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 2 INSTALLATION OF OUR INVENTORY MANAGEMENT SOFTWARE STOCK IT EASY 6 Download the software and save the installer on your computer Run the installer on Windows XP version or later authorize its execution Accept the license to use the software If you do not have particular constraints of installation location leave the directories as proposed by default to avoid inconsistencies with Windows systems manager UAC Vista and 7 By the end of installation accept the installation of shortcuts and launch the program if a newer version is detected it will notify you and invite you to do the update by downloading the installation software from site editor It is strongly advised to use the latest version in progress 2 1 Use license 2 1 1 CLASSIC LICENSE If your management needs to acquire a license key see the constraints in the freeware section General features or simply if you want to support the development of the software simply purchase a license via our website and upon r
95. item from the back 60 18 5 RECEIVE a 60 back 61 18 7 Comment the lines of the back eeceecseeccsesceeeceecesecaecaaecaeecaeeeaeeeeeeeeeseeeeecaeceaeceaecsaecsaecaeecaeeeaeseeeseeeeerseeneeaees 61 18 8 61 18 9 Print Troma DACK OFdOR 61 18 9 1 Print thereceivine 61 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 18 9 2 Print 61 18 9 3 PRIME 61 18 10 Send by mail the back 62 18 11 Selecta back Ordern meinaan eann aeann eea 62 19 Editasa lesreport arsane nnen aieia g end 63 20 Other iNCOMIAg and OULZOING 2 65 2015 chtauugirevocesuacdexctuusascesneveddeseretandtastecesaeeouetadvect
96. king the Submit Order if all of your email settings are defined in the administration you can choose to send the order to the destination set for approval or directly to the supplier You can customize the text accompanying the order and reused for future orders in the window that appears at this time 15 11 Select a supplier s order In the input screen of an order click on View a list of orders Double click on the order to display the current window closes and displays the command in the newly appeared window STOCK ASY 9 VERSION 6 USER MANUAL D K IT EAS ERSION 6 USER M 2012 02 08 The customer s order is the basic action that reduces the inventory of the items ordered by the customer A customer order can exist in 5 status different behaviors vary with this status 1 REA the order is in progress 2 AT1 some items in the order are not in sufficient quantity in the inventory 3 PRE the order is being prepared 4 AT2 some items in the order are not in sufficient quantity in the inventory during preparation 5 TER the order is prepared and therefore finished All buttons are accessible via a keyboard shortcut shown as a tool tips on each of them to get used to know them Bling method sale price Ton Ger infor matior Wetereoe Quantity Pree t Figure 31 Customer s order 16 1 Create a customer order Via the main menu in the group outputs click on Customer Orders Select t
97. l settings after restarting Stock It Easy 6 Items r information Customer Societe JardiBeau dditional area 1 customer order Additional area 2 customer order q First additional sampe data Figure 37 Additional areas in the customer order You can also retrieve orders based on these additional areas through the selection lists and the corresponding columns in the window orders selection The additional area 3 have the particularity of containing 2 information the name of the information you want to include and in regard to this information an email address optional If a customer order using the additional zone 3 and the value you assign to it in the order is an email address a copy of the order and or invoice will be sent to this address in addition to customer when sending mail It is also possible to use these areas as additional supporting in the list of movements in and out see i STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 It is not always necessary to have a management of incoming and outgoing items in inventory for example if you just need to encode orders already completed but not yet entered into your inventory management application or simply if you want to bind movements to a customer quickly The quick customer order is accessible from the main menu in two ways e File Menu Outgoing Customer order Create express customer order e Outputs Quick Order Cust
98. lier orders Management of various order statuses current received completed Partial acceptance of purchase orders Sending orders via email Editing of receipt Edit Invoice sent by mail possible Order entry by barcode reader Assisted generation of replenishment orders from the inventory configurable according to specific amounts of replenishment per item warehouse or based on generic rules 6 decimals Customizable y Y y Y y Y y y Y Y y Y y y h CMCC LU LK MK STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 y Y y Y y y y y Y y Y y Y y Y y Y y Y y y y Y y Y Management of minimal optimal and maximum inventory by item and warehouse Automatic reports of configurable inventory alerts 3 4 Management of customer orders and back orders Management of various order statuses pending processed pending completed Quick customer order no outstanding management direct debit from inventory barcode reader support possible Sending orders via email Edit the picking or the delivery note Edit invoice credit note Edit note of dispatch Orders pending if insufficient quantities available Order with EAN13 barcode reader on USB port 3 5 Management quote Customer specifications convertible on order with one click Entering quotation via EAN13 barcode reader on USB port 3 6 Settings Management of 2 additional tax rates setting 1 or 2
99. n To do this select the desired orders in the list by selecting the lines of a click by pressing ctrl key pressed If you want to select all the orders of the table press the Ctrl and a on the keyboard Then click the button From REA to PRE Only orders in status REA of your selection will be prepared 16 13 5 CLOSE MULTIPLE ORDERS You can close all orders in status PRE for your selection To do this select the desired orders in the list by selecting the lines of a click by pressing ctrl key pressed If you want to select all the orders of the table press the Ctrl and a on the keyboard Then click the button From PRE to TER Only orders in PRE status will be closed Version 6 15 01 57 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 16 14 Add four types of additional information in the customer order If your need requires additional criteria to distinguish customer orders such as the name of a site project room person of any indication that you can then filter the sales orders based on this information you can activate one to four additional areas in the sales order The activation and the naming of these areas are available from the general settings These zones correspond to lists these lists are filled with your data by accessing the main menu File Signage Zone 1 to 4 additional customer order area These menu entries are renamed according to the title you give to these areas in genera
100. n this folder open the file stockiteasy ini and replace in each occurrence of the word REPERTOIRE there are 4 the path of the directory of the application by the new path but with the name of the server and the drive letter for example a DIRECTORY C Documents and Settings All Users Application Data StockltEasy StockltEasy data data to path to the application before moving the files b Must become DIRECTORY MyServerName StockltEasy data data to new path where you copied the files c You don t know the name of the server Right click on the job take the Computer Name select the name of the computer d In the above example MyServerName replacing E 8 Save your changes 9 Share the directory where the program by default C Program Files StockltEasy reading and writing and delete the file C Program Files StockltEasy geststock REP 10 Run the program make sure you are logged into your database if this is not the case one of the above advices has not been scrupulously respected and the program will certainly recreate an empty database also 11 If Section 10 is ok you must connect your computers now customers to the server 12 Since the computer customer check that you have access to 2 shared directories previously created on the server 13 Connect the shared directory MyNameServer StockltEasy data via the Explorer menu Tools Network Drive and check reconnect at t
101. nt 100 10 50 40 80 If I am mindful of incomings Quantity replenishment 100 10 50 40 If I am mindful of outgoings Quantity replenishment 100 10 40 130 If I am not including the incomings and outgoings Quantity replenishment 100 10 90 An additional parameter allows you to order a lump sum amount plus the minimum stock determined either by a fixed amount or a percentage This choice is valid for all orders of selection i e all stocks and all items selected orders combined STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Example 1 based on the above example choose to replenish the inventory with minimum 10 pieces and the minimum stock in the formula will be increased to 100 10 110 2 based on the above example choose to replenish the minimum stock with 20 and the minimum stock in the formula will be increased to 100 1 20 120 It is advisable to order a quantity above the minimum stock in order not to be constantly out of stock You can also order an amount to achieve the optimum set for each item in the warehouse In the same spirit you can order an amount to achieve the maximum amount set for each item in the warehouse In all cases the order is still editable before sending Orders based on specified selection are initially proposed in a summary table You can deselect them by unselect the box next to the selected order Then by clicking the Generate button th
102. nter data and confirm by pressing OK or Cancel as appropriate 14 2 Change a customer Select Customer via the tab Warehouse Customer Select Customer Click Update Enter data and confirm by pressing OK or Cancel as appropriate 14 3 Delete a customer A customer cannot be deleted if any movements are referenced to it However you can disable it therefore no longer appear in the various lists of the program To reactivate simply uncheck the Disable or in the list either in its form Select Customer via the tab Warehouse Customer Select Customer and then click Delete If the customer hasn t movements referenced it will be deleted without confirmation before otherwise the message Referenced customer appears and it is not possible to delete it STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 14 4 Customer s data description eNotes CLI12 CAZ Code society Company name Caziuppe Customer name Street Numero Postal code o DE FR 53 Country code UK United Kingdom Phone 023 45988453 023 44488964 Free zone 1 Free zone 2 Figure 24 Customer descriptive CODE is the identifier of the customer through the entire application THE MNEMONIC is the names that will be included in the application NAME is the actual name of the client OTHER INFORMATION are identical to those of the supplier STOCK ASY 9 VERSION 6 USER MANUAL D K IT EAS ERSION 6 USER M 2012 02 08
103. ode the name of your file should contain the text PAR1 anywhere in the file name For example PAR1 myentriesfile txt or myfile PAR1 entries txt Every minute the application reads the IN directory if a file is there a search of the warehouse is done on the corresponding file name if found file lines are injected as input the inventory of the warehouse corresponding to the code found If lines cannot be injected a message is included in the log file The file is then moved to the subdirectory Synchro archive and the date and time are added to its name STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 If the code of an existing warehouse can be found in the file name it remains in the directory in and not treated leave files not identified by a warehouse in these directories unnecessarily consumes resources your computer The mechanism is identical to the submitted files in the directory out to the great difference that the movements will be charged at the output of the corresponding inventory in the warehouse The mechanism is identical to the submitted files in the directory inventory read the quantity for the item in the warehouse will replace the corresponding quantity in stock earlier 20 6 1 AUTOMATIC OR SEMI AUTOMATIC In semi automatic mode the file is automatically imported but the final registration is not done the window opens and you can control or change the lines imported before validating t
104. omer In this control mode you prepare the order by selecting in advance the warehouse from which the items and the customer who shipped the items then click the button encode the quantities available at the time the items appear It is not possible to order quantities greater than these You can select the items manually by searching the list or helping you with a barcode reader Once your encoding is complete simply save the order by clicking the save button It will then be available in the orders classic status as TER Quick customer onder am 1 Jar dBeau Quantity Pckng adress Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 A back order can exist in three status different behaviors vary with these statuses 18 CUSTOMER BACK ORDER 1 REA the back order is in progress 2 REC the back order is received 3 TER the back order is prepared and therefore finished 18 1 Create a back order Via the main menu in the group incoming click back order Select the customer Select the warehouse where the items back Click on create back order It is also possible to flip an existing order The only requirement is that the order is closed When you open a customer order closed a button Convert in back order appears in the bottom of the toolbar click on this button will automatically generate the back order matches this order
105. ormation and monitoring the management of your inventory 30 20 Set of inventory warnings It is possible to control automatically during the opening of STOCK IT EASY 6 the various inventory alerts to your criteria You can choose between 3 modes not do automatic control Open the control window to open the program and automatically execute control based on criteria defined in the control window Run control based on predefined criteria in the administration of general parameters o Quantities lt minimum stock Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 o Items without stock o 6 5 in negative stock o Quantities gt maximum stock If there are alerts of stock based on the third control mode an Excel file is created and a message inviting you to open it since its creation 30 21 Automatically importing files If you want STOCK IT EASY 6 automatically imports each minute all the files movements of inputs or outputs or inventory files select the check boxes in the tab Import from the window of the general settings of administration You can also by type of import specify whether you want to import semi automatic in this case import the file will automatically but the final validation is not performed automatically the window will be subject to your approval you can control and modify the imported data Warning if you only need occasionally auto playing this it
106. ote Button is present only if the order is pending 156 102 WHAT IS MEANT BY ADEQUATE SUPPLY At the time of the creation of the order IF sufficient inventory item ordered lt inventory quantity in outgoing 16 11 Print from the customer order 16 11 11 PRINT OF THE PICK TICKET If an order is in status or PRE REA you can print a pick ticket to help you prepare it in the warehouse Click print preparation 16 11 2 GENERATE PICK TICKET FILE It may be helpful to have an order preparation in the form of flat file e g to load this file to a portable terminal This is possible by selecting appropriate controls in the window for selection of controls and clicking on the pick ticket Located in the section Actions to the left of the window in the box Generate A file containing the various columns of the table is created in the directory Synchro Export bp The file is named using the following convention bp followed by an underscore followed by the number of the order and with a csv For example file preparation of the order 201202001 will be bp_201202001 csv The contents of the file are sorted in alphabetical order addresses storage of items The column separator is the semicolon used The information in each line of the file is Reference Label Quantity Quantity prepared address storage Batch UBD DOU 16 11 3 PRINT THE DELIVERY NOTE If the order is in status TER you can print the delivery note
107. ou can make the completion of the proof required or optional with the checkbox in the header of the column proof It is also possible to manage an optional second proof see general settings To make more specific evidence of the input or output you can replace the existing lists default custom lists To do this in the general settings tab order select one or two of the four complementary areas sales order check box on the right column Supporting These lists now replace the default lists To fill them go to the main menu File Descriptive Zone additional customer 1 to 4 20 1 3 TRACKING amp TRACING A VARIOUS MOVEMENT 20 2 Use a barcode reader to add an item with the other incoming menu STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 If you use a barcode reader you scan the barcode of the item the barcode area must be green if it is not the case type F11 and the item will be selected if it is found If you want to add more than one item in a single barcode reading type the desired quantity followed by in the barcode area and then scan the item When an item is scanned the scanner beeps but you also hear the beep of the type of application an error beep item not found or a tone of success added item 20 3 Other outgoing Another outgoing is an output of the inventory of an item that s not coming from a sales order Via the main menu the group releases click other outgoing Figure 42 oth
108. r example THE WEIGHT Section is used for information PICTURE of the item is imported by clicking on the button Picture It will be printed on the item s sheet THE 10 SPECIFICS INFORMATIONS In that section you can enter information specific to your business There may be characteristics such as size vintage specifications The labels of these 10 characteristics are customizable THE STOCK LEVEL Section for each existing warehouse also as an item of hand if it is defined in the settings is included in a particular tab Right clicking on the tab allows editing of a graph of stock level ITEMS COMPOUND A COMPOUND ITEM STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Article 000015 Cuill re a soupe Max min in stock General Image Components items Quantit 6 de l article Mnemonic composant Component item reference Figure 10 Add components to a compound item To create a compound item simply tab items compound of the item record to add the items that make up and their respective quantities To do this Double click items in the table of components Then item by item component specify the quantity of each component that makes up the compound item If you want to remove an item component of the composition of the compound item simply double click in the table at the bottom of the screen If you want an item called classical becomes a compound item you simply follow the s
109. racking and tracing 30 18 1 SET 1 OF 3 CRITERIA TO QUALIFYING TRACING OF INVENTORY You can qualify a stock transaction for an amount of a given item by An identifier v adate v Asecond date 30 18 2 SET OF CRITERIAS FOR TRACKING AND TRACING INVENTORY These three criteria are configurable for example If you manage the storage of pharmaceutical items you will certainly be interesting to differentiate inputs and outputs of each inventory by a batch number of manufacture In the case of managing the inventory of computer components the serial number will be an important criterion to follow In the management of food you might be interested in tracking expiration dates and why not more of the deadline for optimal use Your business does not claim that using a single criterion for monitoring or two or three You set this option in the settings of the application Prefer to use the term Batch or Serial or even numbers manufacturing no problem you determine how each should appoint three possible areas for monitoring throughout the application You prefer for all movements or necessarily understand the criteria followed by your choice You set yourself the controls in order to remember the entry criteria or you allow more flexible entry criteria 30 15 3 WARNINGS BASED ON EXPIRATION DATE Want to be alerted if your items in inventory soon reach before the expiry date or deadline for optimal use You ju
110. rates and free choice of wording of tax STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 y Y y y y y Y y Y Y Y y close an order with insufficient stock of some items pending status of the order Strict control of quantities ordered and quantities prepared Possibility of no longer check the availability of quantities of items in the inventory Only amounts in Management quantities of 0 1 to 6 decimals integers Free choice of currency resumed on various printed documents Titles invoices and pick ticket configurable LL KL LK STOCK IT EASY 6 logo included Import your logo included on the documents on printed documents published Recovery orders to the sale price or the weighted average price Access management on 3 levels of use viewer user administrator Customization of many wordings Using a barcode reader as defined for the workstation Application translated into French and English Customizing the title and content of emails Message and default Fully customizable BLK LLL generated itle STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 4 FIRST STEPS 4 1 Sample database A database is installed by default with the software it lets you see the screen completed data and familiarize yourself with them When you ve learned to familiarize yourself with the software you must delete the database instance to do this click the reset but
111. reference item 30 4 Number of digits By default the application handles the inventory quantities at the unit For certain types of items it is more useful to manage inventory on several decimal 1 to 6 decimals possible such as items sold by meter inches Select the number of decimal places 0 1 6 desired all windows in the application managing the quantities will be adapted 30 5 Import your company s logo If you want to import a logo that will be repeated on various prints and on the main page of the software import the logo in JPG format by clicking the button logo If you want a specific logo for a warehouse do the same operation since the creation of the warehouse All documents specific to the warehouse will be filled with its logo 30 6 Change some wording Some wording in the application can be customized This is particularly true of the 10 fields of information specific items but also parts of some windows Click the button Wordings In the window sort the table by clicking on the column heading Wording or Value If the line Value is empty the field name Wording will be the default for example Wording area 1 customer order The supplier s window is present with default wording STOCK IT EASY 5 VERSION 6 USER MANUAL 2012 02 08 escriptio n Description Supplier code supper name Contact If you change the Wording like that
112. rt The program will read the file based on the information you have entered the lines beginning with the symbol will be ignored Line by line the program will search the item on the basis of the reference line It will conduct research at three levels Firstly it will search the item on the basis of its reference Stock It Easy simply called Reference in the program To do this it will automatically complete the reference read from 0 to the left to reach a 6 digit number e g 12 will be interpreted as 000012 If the item is not found on the reference the search will be performed identically on the item reference section Finally if the reference section is not found the search will take place on the reference supplier To help you visualize how to reference the item was found the reference found for an item is highlighted in green It is important to note that research on item number or reference provider can bring a meaningful result if you enter any unique references for your item database otherwise the first item whose reference is found will be displayed If the item is not found it will be highlighted in red If you specified an outgoing import the file will see the stock available taking into account the amounts outstanding out if the stock is insufficient to meet the output line is highlighted in red and an error message assigned If your item is found dead item but it will be displayed highlighted in red
113. scesecesecececseecaeeseeeeeeseeeeeesecaecsaecsaecsaecaeecaeeeaeeeeeseaeseneeerseeneesees 49 15 10 Email thesupplier Sordel osui aod 49 15 11 Select a supplier 49 T6 50 16 1 Create a customer OFS 50 16 2 Addan item to the 5 aei 51 16 2 1 Encode a compound item in the customer order ecccceseececeesececeeececeeeeeeececaueeeceeaeececeeeecseaueeeseeaaeeesseeeeeeeaae 51 16 2 2 Encode a batch number a expiry date or a date of Optimal use 51 16 3 Change an item in the customer order oo eee eeseeesteceeeeeeeeceeeeecnaeceeeeeaaeceeeeecaaeceeeesaaeceeeeeaaeeeaeeesaaeseeeeeaaeseneeeeaeeenee 52 16 4 Delete an item in the customer O del eeeeeseeeseeceseeeescecesneeesceceseeeeacesssneeeaaecsaeeseaaesssneseaaessaeeeeaeessseeseaaesseeeeaeeeses 52 16 5 Change the price of an item in the customer
114. ssaeeeeeaessaeeeeaeesneeesenaees 35 Figure 18 Create a picking leshaeededecetecehnets 36 Figure 19 assign an address to an item in a warehouse eeeesceceseeeenceceneeeeneeceeeeeeneecaeeesaeeceeeeeneecaeeeeaeecaeeseaeecsaeeseaeecneeseneees 36 FIPUFE ZO List OF The SUP PILES 37 Sajin Eaki sinitiaisia 38 FISUFE 22 List OF the sheadanasosbins 40 Figure 23 Descriptive of the WarehOUSE cceccecessceececsseeeencessseeeeceessseeeeacessseeseaaecssseseacessaeseaeessaeeaaeessaeseeaeessaeeeeaaesaeeeeaaees 41 Figure 24 CUSTOMEF descriptive sousiscccasientevcedsctconsteadeesesedaadedscalacsstedssncsslsbiacvathsosdecdendasseiaduede sinodas ssadestasseniags 43 Figure 25 sane 44 Figure 26 dissociate the criteria for tracing and tracking in order ceccecesscessceeeeeeeeeeeeesecesecaeceaeceaecsaecaeecaeeeaeseeesenesenseensenees 45 Figure 27 Supplier Order price 46 Figure 28 Partial reception of SUpplier 47 Version 6 15 01 122 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Fig re 29 print MECC PTOMs sesnsssaceeseesbea case 48 Figure 30 print the supplier 49
115. ssecstscssseeceecseeeecesecseeeecsaeeseeeeceaeeeeeeecaeeeeneees 101 30 11 10 Mail of the recipient in hidden copy of the customer QUOTES ceeeeesseceeeeeeseeeeeeecaeceeeeecaeeeeeeeeaeeeeeeees 101 30 11 11 Mail 101 30 12 Barcode recadon caren 101 31 32 33 34 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 30 13 Administhation Of COCUMENIS fsccccssicssesassscesncsscanteasbeseciaaassecdactesebnessiicebsebedeteasndessndenscecoadedancneselicabesesactoasseds disse 102 30 14 Administration of the CUSTOMER 102 30 14 1 Orderin Waiting MODE ici 102 30 14 2 Check availability of items in the inventory cccecccescesssecseecesceecesecseeeecaeceeeeeceaecseeeecsaeeseeeeceaeeseeteceaeeeente ss 102 30 14 3 Manual seizure of the pick ticket NUMDEL sccccessceceeseececeeseeeeceeecececseeececaueceseeeeeeeeueeeceeaaeeeceeaaeeseeeeeeeees 102 30 14 4 Prepare the cust mer Ordenis 102 30 14 5 Activate THE MANAGEMENT of payment Method ccecceceessececeeeecesseececeeuececeeeeeeeceueeeeseaeeesseeaeeseneeeeeees 103 30 14 6 Activation of additional areas in customer OFeL eeeceeceeceeeceeeceeeceeceaecaeceaecaeecaeesaeeeaeseeeeeeetenseeeseeeeneeeeaeed 103 0 14 Sortofparcode read enserra 1
116. st need to check Auto Alert for each type of date on which you want an alert and specify the number of days from the date during which you wish to have an alert Example You want a warning if date is reached in 15 days Today is May 1 Each time you open the program a list display items whose date is lt than May 15 If dates are lt the current date they are highlighted on a red background Version 6 15 01 106 o STOCK IT EASY VERSIO SER MANUAL 2012 02 08 rning of inventory depending on tracking and tracing criteria 30 19 Delete all the criteria for tracking and tracing When first installed STOCK IT EASY 6 you can test the tracking and monitoring criteria for free for during 15 days If after this period you do not wish to continue using this feature but you nevertheless recorded movements containing criteria for tracing and tracking a message will warn you when opening the program and will offer to remove all trace criteria monitoring and recorded in inventory If you confirm this choice all these criteria will be deleted and you may resume use classic of managing your inventory Please note this action is irreversible If you encoded criteria for tracing and tracking and you no longer wish to manage them a Clear button is located on the tab Tracing and monitoring of the General Settings window Clicking this button and answering Yes to both confirmation message you erase all trace inf
117. sting order line YES or create a new line for another Batch Figure 32 unlink an item for tracking and tracing in a customer order Note It is not possible to specify tracing criteria for a compound item however it is possible to enter the criteria component by component 16 3 Change an item in the customer order Just change the quantity on the desired line and the characteristics of tracing and tracking 16 4 Delete an item in the customer order Select the line of the item to remove in the control panel Click Delete Row Confirm with YES or NO in the message appears 16 5 Change the price of an item in the customer order It may be useful to change the price of an item when entering a customer order for various reasons including The price varies according to customer e You are informed of the new price at the time you place the order The price of the item is not a fixed price The price is not the price of an item but a cost of labor When you are in customer order entry and until the order is not complete you can right click in the column row price of the SVAT B 2 Update price 4 99 21 00 item you want to change the price Figure 33 Price update in customer order step 1 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 6 The cursor is then entered in the price area of the item Figure 34 Price update in customer order step 2 After changing
118. tems can be sold to customers so they will be selected in the sales order and the customer specifications and dependent components items will be detailed in it Compounds Items may contain items from different components suppliers Compounds items are not recognized as such in the inventory but these are components that are included in the counting We cannot enter a compound item in the rapid correction of inventory it must be corrected through other incomings or outgoings or correct component by component 8 2 Add an item Click Add Enter data and confirm by pressing OK or Cancel as appropriate 8 3 Editan item Select item to edit Click Edit Enter data and confirm by pressing OK or Cancel as appropriate STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 8 4 Delete an item An item can be deleted if any movement is registered for it Click Delete If the item is not referenced in a movement it will be deleted without asking first if not a message will indicate that it is not possible to remove it but it will be transform in dead item It will therefore be invisible in any display except through the window section menu File dead item Then it is possible to reactivate by uncheck the deleted column it will again be visible throughout the application 8 5 Item fields description Each section may be characterized by a large amount of data which only a small part is mandatory We will discover here
119. the address or the wording of the article according to your organization STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 A file containing the various columns of the table is created in the directory Synchro Export invent The file is named using the following convention inventory followed by an underscore followed by the code of the warehouse followed by an underscore followed by the date and time format YYYYMMDDHHM MM and with an extension csv For example the inventory file to the warehouse ENT1 whose code is generated on 01 02 2012 at 14 23 will be inventaire_ENT1_201202011423 csv If the same file is generated in the same minute the previous one is overwritten The column separator is the semicolon used The information in each line of the file is Reference Reference Section Reference provider Label Quantity in stock Quantity corrected address storage These files can then be handled by portable terminals or other feature of your business D STOCK IT EASY VERSIO SER MANUAL 2012 02 08 Through the purchase of the extension Exporting files to websites it is possible to create structured data file in CSV format containing information relating to items and their inventory and send these files as well as pictures of items via FTP to the website of your choice Once this file on the website you can read this file and incorporate your data in your website or other online shop M
120. ton that is located on the main menu of the application once this cleared button disappears and you can start to encode your real data Updates later the software will not overwrite your data in other word the database instance is not installed if Setup detects that there is already another database Figure 1 Delete sample database button 4 2 General principles of inventory management The inventory management is dependent on several factors e Suppliers who supply the inventory e Customers to whom we send the items e Various warehouses where items are stocked e Suppliers where items are referenced All these data can be encoded manually or imported via the import window 4 2 1 FIRST ENCODINGS However it should follow a logical order of work 1 Create suppliers with whom you place an order for items that will fill your storage locations 2 Create items which are attached to these suppliers you may want first to create items but to be able to order items to a supplier you have to assign each item to its supplier encoded 3 Create warehouses where you spend supplier orders and from which you will pass the customer orders After this step you can place supplier orders and or initialize your inventory 4 Create your customers From this step you can place back orders customer and making quotes 4 2 2 INCOMING IN INVENTORY To supply the inventory there are several options STOCK IT EASY VERSION 6 USER
121. tory ITEMS WITHOUT PURCHASE PRICE Click the button control price 0 to list all the items without a purchase price RESET THE CODE EAN Click the button Init EAN to recalculate all EAN codes from the reference 27 1 1 CONTROL INVENTORY OF THE ITEMS Before clicking the button Inventories select the check boxes via the controls you want to do namely List the items with a stock level below the minimum List the items without a stock List the items in quantities lt O anomalies List the items with a stock level in excess of their maximum 27 1 2 CORRECTIONS Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Click Control WAP if you notice any abnormalities of calculating the weighted average price Check the WAP With correction if you want to recalculate all the WAP s item 27 1 3 UPDATE TAX RATES You select the tax rate to be updated You then enter the rate that will replace the items concerned the rate sheets selected in the Replaced by You click on the button Replace next to your new rate before All items with the rate selected in the new rate will be the one entered in the Replaced by Rates are only updated items in the files never in the controls completed or underway unless you revalidate each line of the order not yet completed If you use 2 tax rates the update will be possible for the first rate and or the second rate
122. tration of the order reeware icense 3 1 Descriptive Items management sheets images full descriptions labels barcodes Limited to 50 Warehouses management sheets logo full a an Limited to 4 descriptions Items categories management Customers management sheet logo full descriptions Suppliers management sheets logo full descriptions Assisted import of items customers warehouses suppliers and various sources of imports configurable in append and update mode preview KX LLL KC LLL LK of imported components before registering 3 2 Inventory management Fast encoding of input and output items Breaks initialization correction etc with barcode reader assistance possible Calculation of incoming and outgoing at time a clear vision of outstanding items for each warehouse STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Import input files output inventory manual or automatic Calculation of quantities in stock per warehouse Valuation at purchase price the sale price and weighted average price Quantities management Integer Customizable Management of the weighted average price Consultation of inventory by warehouse by supplier by item with the sale price the purchase price and the weighted average price Fast correction of the inventory Transfers of items between warehouses assistance by barcode reader available 3 3 Management of supp
123. tuedevensasste sultan chess sdgedlshiaauacenshresdondeobdaadeadgubenia dhsdsedasuaceuscasatedeadeededacs snecdanassebives 37 SUP DIOR 37 122 UPd ate aSuP Pl Oh iis ai snccstaarcctioscedsantaavsdadssesssbedudiedgsssand e nioa sireno iania 37 125 cusickii lt vcensnteossndsduinsadseindeodeahensssbed saccade daasatsedatsaadadeusbnediensoibe audedsebessalsabenssissiaesoadalenssboctuns 37 124 Description of the supplier s datas cisci cece 38 40 131 Adda 6 vaacordaneaiacissdaeeddces aE EEEE EEE EKO EEN KE EEE S aE EAE E E 40 132 Update a aeniei 40 133 Deleted warehouses 40 13 4 Description of the Warehouse 41 14 CUSTOMER GESCHIPTIO 42 14 42 T42 Change a CUSTOMER 42 145 Delete a 42 144 CuStOMer S data a 43 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 15 SUPPILEK ORO P as
124. uantity received is different If you received an item that was not ordered you can add it STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 In all cases for each line of order the column STAT status must be checked to confirm the receipt of the item If you do not have time to do so or you are certain that the quantities ordered are identical to quantities delivered you cannot tick all the lines and allow validation to be automatically proposed in this case at the close of order 15 7 Comment lines of supplier order Until the order is completed status TER you can comment every line of it A column by default placed on the extreme right of the order removable is available for an entry of 50 characters You can then retrieve this comment or in consultation with the order or in consultation with the statistics of movements and or movements per item 15 8 Close a supplier order The order once received may be terminated via the button Close order If track and tracing extension is active and you set obligatory the encoding of certain criteria in the general settings you will have to enter all of these criteria before closing the order If the STAT column isn t check for all lines of the order when you click on the close button you will be inviting to Cancel Roll back in the next status order v Partially received close only the lines where STAT column is check these items will be available in
125. uch in the inventory AE 2012 02 08 Documents templates Skins Documents In a back order the item will be resumed at 50 configurable the value WAP for the same new item if there are already in the inventory if any 50 of catalog value of the new item The item use is own WAP In a customer order you can order an item new or used whether the opportunities mode is set the windows of the application will present the choice new or opportunities each time it will be necessary 30 2 Language of the software You can choose to use the program in French or English This choice is unique to the current user on the workstation 30 3 Customer order invoiced in weighted average price or in sale price Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 This choice is important and depends on the purpose of the use of the software If you use the software to manage inventory and distribute it to your cost price e g in your branches then choose the method of billing WAP If you make a trade with your items and want to manage a different selling price of your purchase price then select the billing in sale price These choices can be changed during use of the program but it is then very difficult to navigate Moreover an order created in a billing method will be re opened in another The WAP is unique for the different storage locations and is therefore linked to the
126. up the item compound by checking the appropriate box 30 17 2 PRINT THE PICK TICKET You can bring up the items composing a compound item on the pick ticket or just bring up the item compound by checking the appropriate box 80 173 PRINT THE INVOICE You can bring up the items composing a compound item on the invoice or just bring up the item compound by checking the appropriate box 30 18 Setting of the tracking and tracing parameters Inventory management of items in some cases requires a precise tracking and tracing movements on the basis of certain criteria The extension of tracing and tracking of the software inventory management STOCK IT EASY 6 allows you to manage easily track items in the incoming outgoing orders to customers and suppliers Settings Imports Mail Documents Orders Composed items g7 Network 8 Skins Stock warnings Documents templates Lot Use Rename Batch in Input Mask Alphanumeric letters digits ba Compulsory Use by date Use Rename Use by date in Input Mask 02 1979 for example Computsory HE Automatic warning if date achievingin days Deadtine for optimal use Rename DOU in j Input Mask 02 1979 for example E Automatic warning if date achieving in o days Version 6 15 01 STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 Figure 63 Settings of t
127. ure 64 Warning of inventory depending on tracking and tracing Criteria 107 RIGUFE GS SLOCK IE EAS W SKINS 108 IS UE OG 111 Figure 67 1 15 ANE 112 Version 6 15 01 124
128. urn at the end of reading the software manages itself The software generates a barcode EAN13 automatically when creating the item it is based on the reference of the item in stock It Easy recovery under the heading Reference BARCODE 39 This barcode is an older system it is based on the characters entered in the reference item of the item This reference must be unique within the database items It can contain only numbers and uppercase letters 30 15 Network use Select the Network tab A message warns the user of the consequences of an update of a parameter when other users are connected to the database simultaneously 30 16 Users Select the tab Users Users simultaneously logged on the database are listed in the table 30 17 The settings for the management of compound items The administration window allows you to manage multiple parameters relating to compounds items By default once an item is compound the color of the line identifier in a list is highlighted by a green background This color can be changed as desired by the selection panel in the Color identification of the item compound Version 6 15 01 104 STOCK IT EASY 5 VERSION 6 USER MANUAL D TOCK IT EASY VERSION 6 USER M L 2012 02 08 Figure 62 Setting of extension items compound 9011 PRINT OF PREPARATION REPORT You can bring up the items composing a compound item on the preparation report or just bring
129. y in the window accessible from the menu License or when opening the software making sure to select Export of files and pictures to website extension above the submit button 2 1 3 NETWORK USE lt gt LICENSES If you plan to use STOCK IT EASY 6 in a network i e sharing the same database between multiple computers connected together within a corporate network or family you ll need to adjust the setup as described in 36 network installation STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 The basic version of the software even the freeware version allows the use of networked software However for a network of a certain size it is preferable to use the STOCK IT EASY 6 client server See 36 2Installation in client server mode for more information STOCK IT EASY VERSION 6 USER MANUAL 2012 02 08 3 GENERAL FEATURES STOCK IT EASY 6 can be used in free version In this case there is no restriction of the use over time but some features are not available or there are some restrictions You can compare the differences in functionality in the following table To acquire a license to use the software visit the website on www stockiteasy com Payment is made online via your PayPal account if you have one or via credit card type MasterCard Visa A payment by bank transfer is also possible Upon receipt of payment your license keys are sent by mail to the address given upon regis

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