Inventory Mode – Data Entry

SapphireOne’s Inventory mode manages turnover from the get to go. SapphireOne’s excellence with the complexity of inventory control provides the necessary tools to assist with bins, matrix tables, batch control, serial number tracking, location control, department control and normal or non-diminishing stock.

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SapphireOne’s excellence with the complexity of inventory control provides the necessary tools to assists with bins, matrix tables, batch control, serial number tracking, location control, department control and normal or non-diminishing stock.

Inventory – Sales Data Entry

The SapphireOne sales component encompasses all the business-related documentation required to manage and provide goods and services to your clients.

  • Client Quote

    The highly detailed client quote features a clearly set out menu that makes information easily accessible and increases processing efficiency. It also has a tracking option, crucial for staying on top of your quotes.

     

    Client Order

    Once the quote is accepted it is converted to an order, complete with the number of items deliverable now and on Back Order. All the data-entry headings may be altered here to suit the user’s unique needs, where most of these field entry headings will carry through to the purchase.

     

    Cash Invoice

    This is the function that is used when making a cash sale. Cash invoices are generallyused for one off cash sales only and do not require a Client ID.

     

    Client Invoice

    This is the most frequently used of the Client transactions. The payment details can be entered on a Quote, Order or Invoice and this saves entering Client Receipts.

     

    Client Return

    The client return screen is used to keep a record of Client returns. The difference between this and a Cash return is that we have a client ID available for this transaction.

     

    Cash Return

    The cash return entry function is used to keep a record of cash returns. It would be utilised when a customer has paid cash for an item and has then returned the item, receiving cash in return.

Inventory – Purchases Data Entry

SapphireOne purchases is the main area of activity for entering transactions, ordering and purchasing of goods and/or services.

  • Vendor Requisition

    Requisitions allow staff and other people with access to your system to make requests for goods through SapphireOne which the appropriately authorised person can then process. The Inventory items are linked to their appropriate Vendor ID to automatically provide correct cost prices from the SapphireOne system.

     

    Vendor Order

    This sophisticated order allows every detail to be entered on the same form, where each vendor can add their own unique specifications. The inventory items being ordered are linked to a Project ID for better organisation. When complete simply tick the Convert box and the order becomes a Purchase.

     

    Vendor Return

    This function allows for the return of goods and or the receiving of credit for services supplied by a Vendor. It acts the same as Vendor Purchase but rather reduces stock levels as opposed to adding them.

     

    Inward Goods

    The purpose of an Inwards Goods transaction is to allow goods to be receipted into stock before the final paperwork has arrived.

     

    Vendor Purchases

    In SapphireOne Vendor Purchase screen allows for the entry of stock purchases.

     

    Cash purchase 

    The cash purchase function which is used for cash purchases of stock from suppliers not set up in the SapphireOne system as vendor

     

    Cash Return 

    This allows for the return of goods and or the receiving of credit for services. It acts in the opposite way to a cash purchase

Inventory – Inventory Data Entry

SapphireOne inventory provides a powerful solution to inventory distribution control and tracking.

  • Stocktake Entry

    The Stocktake Entry screen allows control of the stock and automatic entry of the opposing adjustments within the General Ledger. The General Ledger account is the Debit or Credit side to be adjusted against the Inventory Asset Account.

     

    Transfer Entry

    This Function allows the transfer of stock between two product codes, for example, a special stocktake adjustment. When a large number of stock transfers are to be entered From and To the same locations it both simplifies and makes the data entry much quicker for the user.

     

    Build Entry

    This Build Entry screen is used to enter the quantity of a Built Inventory item that has been built using a Base Inventory Inquiry. The various inventory items that go to make up this Built Inventory item are assembled by going to the Builds Lines Page and adding them as required.