How to manage stock transactions of Inventory and details in the Zuper web app?
You can modify the product once you create a product/part/service. Select any one of the line items to view the details page.
Navigation: Parts & Services --> Choose any line item --> Details Page 1. Select the "Parts and Services" module from the left navigation menu. Click one of the line items to view the details page.
2. The details page has three panes:
a. Left Panel
b. Centre Panel
c. Right Panel
b. Centre Panel
c. Right Panel
A. Left panel
Update Stock: Update stock options help you to manage the movement of the products.
New Inward
Inward – The incoming stock entry to the inventory.
1. Create New Inward Transaction dialog box appears:
Inward Location (Mandatory Field) | Enter the product receiving location. |
Quantity (Mandatory Field) | Enter the Number of incoming products received. |
Minimum Quantity | The minimum quantity count of the stock is displayed. |
Unit Purchase Price (Mandatory Field) | Enter the purchase price of the incoming product unit. |
Serial Numbers (Optional Field) | Enter all the serial numbers applicable for the Incoming product. |
Enter Remarks (Optional Field) | Additional Comments, if any. |
2. Click the "Create" button to perform the Inward Transaction.
3. The product transaction is created successfully.
New Outward
Outward – The outgoing stock entry from the inventory.
1. Create New Outward Transaction dialog box appears:
Outward Location (Mandatory Field) | Enter the product sending location. |
Quantity (Mandatory Field) | Enter the Number of outgoing products. |
Minimum Quantity | The minimum quantity count of the stock is displayed. |
Unit Purchase Price (Mandatory Field) | Enter the purchase price of the outgoing product unit. |
Serial Numbers (Optional Field) | Enter all the serial numbers applicable for the outgoing product. |
Enter Remarks (Optional Field) | Additional Comments, if any. |
2. Click the "Create" button to perform the Outward Transaction.
3. The product transaction is created successfully.
New Transfer
Transfer – Transfer products from one warehouse location to another warehouse location.
1. Create New Transfer Transaction dialog box appears:
From Location (Mandatory Field) | Enter the product sending location. |
To Location (Mandatory Field) | Enter the product receiving location. |
Quantity (Mandatory Field) | Enter the quantity that you need to transfer. |
Minimum Quantity | The minimum quantity of the stock is displayed. |
Serial Numbers (Optional Field) | Enter all the serial numbers applicable for the transfer. |
Enter Remarks (Optional Field) | Additional Comments, if any. |
2. Click the "Create" button to perform the Transfer Transaction.
The product transaction is created successfully.
Location Availability, Transaction History, and Activity
The stock warehouse's quantity available in the warehouse is shown.
Note: Transaction History and Activity will display a list of parts and service transactions and actions performed.
Bar Code:
Click the "Bar Code" to print the parts and service bar codes. Click the "Print" button to print the bar code.
Primary Details (Central Panel)
The primary details are the major details about inventory, inventory management,
Attachments - Right Panel
The Right Panel displays the attachments.
More Actions
The more actions section helps you to modify the product or make the product unavailable.
Tax Details:
The primary details section helps you to manage all the core inventory-related information. Since, you've enabled Markup, you can also view the "markup" option between the Unit Purchase Price/Cost and Unit Selling Price.
i) Category (Mandatory Field) - Select the product category from the drop-down list.
ii) Minimum Quantity (Mandatory Field) - The minimum amount of product that you are willing to sell in a single order.
iii) Unit Selling Price (Mandatory Field) - The selling price of the individual product. It is automatically determined based on the markup applied to the purchase price of parts and services. Markup has the following conditions.
● Flat (+): With the flat markup condition, a predetermined fixed amount is added to the unit purchase price to determine the unit selling price.
● Percentage (%): Under the percentage markup condition, a specified percentage of the unit purchase price is added to calculate the unit selling price.
● Multiplier (x): With the multiplier markup condition, the unit purchase price is multiplied by a specified amount to obtain the unit selling price.
B) Tax Preference: If the tax applicable for the item, choose the "Taxable" option.
If the tax is not applicable for the property, choose the "Non Taxable" option.
Tax Rate: Enter the required Tax Rate applicable.
With the whole idea of product creation to managing the product, field technicians can now gain end-to-end details about the product and easily solve the Customer’s issues.
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