Inventory and Purchase work together with Sales. You order from a supplier, receive the goods, and when you sell them, ICTERP creates the delivery for you. Stock levels update at each step.
Set up a stocked product
- Go to Inventory, Products, Products and press New.
- Give it a name, a sales price and a cost.
- Tick Track Inventory, so ICTERP counts how many you hold.
Order from a supplier
- Go to Purchase and press New to start a request for quotation.
- Pick the supplier, add the products and quantities, and check the prices.
- Press Confirm Order. The request becomes a purchase order, and a receipt is created in Inventory.
Receive the goods
When the delivery arrives, open the purchase order and click the Receipt button at the top. Check the quantities and press Validate. The products are now in stock.
Sell and deliver
- Create and confirm a quotation in Sales as usual.
- A Delivery button appears on the order. Open it when the goods are ready to go.
- Press Validate. The stock goes down and the order shows as delivered.
To see what you hold right now, go to Inventory, Products and look at the On Hand figure on each product.
Next: make products from parts.