Sales
Guides and resources for doing sales in your NCompass system.
Stock Selection Option After Creating a Sale
Overview
As of NCompass 11.04, a new stock selection experienced was added to improve sales efficiency, allowing stock allocation to be selected at the same time as the pricing.
You can use the old method, by enabling the Use Advanced Stock Selection by Default. Contact the support team if you need help setting this up.
How To
The options you can select on the item selection screen when adding items are:
- Take from stock now
- Use stock if available, otherwise request more be transferred or ordered
- Request stock be ordered
- Request stock be ordered for direct delivery
- Pick stock number then select price
These options can be controlled if they appear in the dropdown, using the below configurations:
- Item Price Stock Selection: Allow Pick Stock Number
- Item Price Stock Selection: Allow Use stock if available
- Item Price Stock Selection: Allow Request stock be ordered
- Item Price Stock Selection: Allow Request stock be ordered for direct delivery
- Item Price Stock Selection - Allow Requesting if Selecting Stock
- Item Price Stock Selection: Allow Pick Stock Number Before Price
They all default to yes, setting to No will block a user selecting that option.
The dropdown will default to the first item in the list, or you can have it default to Use stock if available, otherwise request more be transferred or ordered by setting the configuration Request Stock by Default from Branch to your desired branch.
Additional Information
If you require assistance setting up the configurations, please contact support.
Frequently Asked Questions
None currently.