The warehouses are created in AccFlex ERP inventory management software in the following way:
1- Open the Warehouse screen.
2- Enter the warehouse code.
3- The warehouse name.
4- Select whether it is a warehouse or a warehouse that is for storage only and not for sale from it.
After the names of the warehouses have been created, the users of AccFlex ERP inventory management software are linked to these warehouses, and this is by assigning the warehouses to a specific user in this way:
1- User Authorization screen from Settings.
2- Open a specific user.
3- Select the warehouses to be assigned to the user.
4- Then save this step.
1- Open the “Balance carryforward” screen.
2- Select the warehouse from which to transfer the quantities.
3- Select the date of the last day of the previous year.
4- Select the items for which the quantity is to be transferred.
5- Select the new fiscal year.
6- Then transfer the current quantities.
Let's say that there were quantities of items remaining from the year 2019 and a new fiscal year 2020 has been created and there are no quantities for these items because no new quantities have been purchased for this year, the solution: the quantities are posted from 2019 to 2020 and this is done through the "Balance carryforward" screen in AccFlex ERP inventory management software, as described in the steps
Items are created from the Item screen in AccFlex ERP inventory management software in the following way:
1- Open the Item screen.
2- Select the group and which will include this item.
3- Type the name of the item
4- Select the item type if it is a regular item or a service item.
5- Select the method of calculating the item (FIFO, LIFO, Weighted-average, Serial Price (Serial)).
6- Select the smallest unit of measure for the item.
7- Assign the item to the warehouses.
8- Set selling prices for this item.
- In step 7, the way of assigning items to warehouses, thus, the items appear in any transaction within AccFlex ERP inventory management software.
If the warehouses do not have items and this is the first time to enter quantities for these items, this will occur on AccFlex ERP inventory management software in this way:
1- Open the “Item Opening Balances” screen.
2- Select the fiscal year in which to work.
3- Select the warehouse in which the items are located.
4- Load the items in the warehouse.
5- All items appear and by the opening balances column, quantities can be entered for all items or specific items only.
6- Then save this transaction.
With these steps, we find that the items have quantities and it is permitted to do any transaction such as selling, purchasing, transferring, returning, issuance... etc. for these items within AccFlex ERP inventory management software.
If the item has more than one unit of measure and this is through the part related to the units of measure for items, only one unit of measure is selected to be the default that appears in any transaction within the software or appears in the reports and more than one unit of measure can be created in this way:
1- Create a new unit of measure from (+).
2- Select the number of units of measure code for this new unit of measure to the smallest unit of measure.
3- Enter the unit of measure code.
4- Then add this new unit of measure.
In step 3, means that if the smallest used unit of measure is kilo and we want to create a new larger unit of measure which is a ton, then the number of units of measure for the new unit of measure for the smallest unit of measure is 1000 kilo
AccFlex ERP inventory management software allows adding more than one unit of measure per item.
You can create more than one price type for a single item such as the wholesale price or the retail price or others, and therefore only one of them can be selected to appear in transactions as a default price and select the same price to appear also in the reports or you can select a different price as default in the reports and you can create more than one selling price this way:
1- Select a pre-price type but with a different value, or create a new price from (+).
2- Select the value of the selling price.
3- Select the unit of measure to which this price will be applied if it is the smallest unit of measure or the unit of measure used in any transaction within AccFlex ERP inventory management software.
4- Select a currency for this price.
5- Then select the date on which this new price will be activated.
6- And save this price.
AccFlex ERP inventory management software allows adding more than one selling price and selecting any of them as the default price for sales invoices, and which of them as the default price for reports.
The previously created groups do not appear in the Item screen in only one case, it is when this group is selected to be effective, this is one of the steps to create the following groups:
1- If this group is a sub-group, then the main group must be selected first, in the case that this group is the main group, you can type the group’s name and do not select the main group.
2- Enter the group code.
3- Confirm that this group (Show in the menu)
And thus it will be effective and appear on all screens of AccFlex ERP inventory management software
If there are already selling prices for items entered and handled, but these prices have been renewed for all items, there is a way to change all of these items once without entering each item separately and this can occur through Excel Sheet in the following way:
1- Open the Edit Items menu.
2- Select the selling price change screen
3- Select old prices first by:
• Select the Warehouse.
• Select the price type of these items.
• select the unit of measure for the item.
• Select the currency.
* Then load the items.
4- All items will be shown in their old prices.
5- Export this data to Excel Sheet and then edit on Excel Sheet at new prices and Save this file.
6- Back again to the "selling price change" screen and select "update from Excel File"
7- Then save this screen with items that have the new prices.
Thus, by one step you can change an infinite number of selling prices of items without depending on each item separately.
If you delete an item and remove it, but before, this we want to transfer the quantity of this item and all the movements and transactions that were recorded to it to another item with the same name or even another name, this is done through the part related to editing the items by the following steps:
1- Select the Merging Item screen.
2- Select the first item, which will be transferred to its quantity, and all transactions to it and transferred to the second item.
3- Select the type of merging that will record to any part (merging transactions only- merging codes- merging alternatives or increases- ......).
4- Select the second item on which all this will be transferred to.
5- Then select Merging Items.
And with this, the merging process record in one step and this is what the Merging Item screen does within AccFlex ERP inventory management software.
In the case that it is not certain whether the sale was made at a price lower than the cost price, it can be selected that a message appears stopping this sale and the content of the message is that it cannot be sold at a price lower than the cost price and this is done through:
1- Open the configuration screen in AccFlex ERP inventory management software.
2- Open the Movements Settings screen.
3- Activate the selling price comparison with the cost price during the selling process.
This ensures that the sale is not less than the cost price for the item.