Whats new in GA2.026

Major Addition : Stock Control Improvements

We recently added extra functions to help manage stock, which includes automatic generation of orders based on stock levels and the appropriate screens to successfully manage these with ease.

Dont worry, if you dont use stock control, or if you have stock items listed for saving typing this can be disabled, the aim was to integrate the ability to manage stock without affecting our existing users or to make the system more complicated for those who dont require it.

We will hopefully be posting some videos to show GA2 in action over the next month, but if you have any questions feel free start a discussion on our forums.

A Brief Overview of how it works

By Default, if you add items to stock and set “Track Quantity” to yes, these items will be ordered.

For non stocked / tracked items you can enable ordering by either the Setup Wizard or
Preferences > Stock Control > Enable Ordering for Non Stock Items

When are orders Generated

• When you add an out of stock item to an invoice or jobsheet
• When you change the quantity required to more than is available in stock.
• If non stock orders are enabled, when you add any of these to a document
• If non stock orders are enabled, when you enter any infoarmation on a document
• When you convert from an Estimate to Jobsheet or Invoice

If an item has been placed on order, there will be a red asterix placed next to the quantity field as a notification.

Once an order is generated, it is placed in an order grouped by supplier.
You can get to this screen from various places, such as at the bottom of the parts screen on a document, there is a View Orders button. Or via the Stock Screen (from main menu) theres a ‘Display Order Lists’ button

On the Order Management Screen

By clicking on ‘Set Status : Order Placed’ you are notifying the system that your order has been placed.
Any new items required for further invoices will be added to a new order.
You also have the option to print or even email the order direct to your supplier.

Receiving the order

Again fromt the order management screen, you can click on receive order.
This allows you to adjust where necessary the quanitty of each item recieved.
Whilst there, you can also update the prices & location where your stock is stored.

By clicking on Update, GA2 will adjust your stock quantities in the database and also go through each document waiting on the parts in the order and update the status on the document automatically.

If you dont receive the full order, you can also choose to leave the order open, whilst you wait for further stock.

Re-Stocking based on Suppliers

Another addition to the stock management is the ability to generate an order based on your “Low Stock Levels”
You can choose to generate complete orders by Supplier or your Entire Database.
Of course, orders can be cancelled…
Hold on though.. I dont use stock & I dont want orders generated !

Dont worry, if you ensure that any items you have in your stock database are set to No for “Track Quantity” and also have “Ordering for non stock items” disabled, you wont have any orders being generated.

Heres how to disable it completely.

1. Click Preferences
2. Click on Stock Control
3. Click on Disable Ordering for non stock items (If it says Enable…… then its already off)

Next if you have stock in your database,

1. Go into Admin
2. Complete Stock List & Reports
3. To the right you will see a box for “Tracked” next to each part, ensure these all show as NO

Other Additions

1. Addition of Seperate Jobsheets to compliment Estimates & Invoices
2. Merge two customers, including Vehicles & History
   Go into Admin > Database Maintenance, the button is to the lower left.
3. Fixed Ledger sheets, Summary figures below each section where the same throughout the sheet, rather than based on the section
4. Added Suppliers button to Main Menu (removed help button)
5. Change Vehicle Owner (from profile page)
6. Find Missing Invoice Numbers in sequence (in dbase maintenance)
7. Sage Exporting exports to seperate folders on each occassion
8. Added the ability to turn of Qty & Unit price being printed on Documents
9. Added the ability to update stock cost prices during document creation
10. Lots of interface fixes and optimisations.

This entry was posted on Monday, July 7th, 2008 at 7:22 pm and is filed under Announcements. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.