StockCount Order Mode - Stock Level Ordering

StockCount Order Mode - Stock Level Ordering

The StockCount Order mode allows for "Levels" to be setup for each and every customer, for all items they stock from you. You can then simply use this default "Level" to do quick and simple reordering in this order mode. 

Important Note: Please be mindful that using this order mode for stock level ordering is optional. It can be used like any other order mode where typing in a "quantity" will simply add items to the order. 

The Level field is designed to represent how much quantity the customer should typically have in stock at any one time. To assign a level to an item, simply tap the "Level" quantity, and type in the required amount.



Now the item is ready to use for stock level reordering. Please ensure the "Auto-Calculate" switch setting is enabled (located just above the category tree in the left sidebar). If it is off, then enable it before you start doing a stock count.

To enter a stock level, tap in the Stock # column and type in the amount of items the customer has in stock currently.



If the "Auto-Calculate" setting is on, and the Stock amount entered is below the Level, then the Ordered Qty column will automatically be set to order the difference;

Level - Stock = Order Qty

In the example screenshots, the choc chip cookie had a Level of 14 and Stock of 2. So you can see below that 12 have automatically been ordered.



If you need to amend the qty slightly, for instance the customer has already ordered some via phone or web, or would like to order extra, then you can always tap on the qty and modify the amount if needed.

Use the Categories and product search to refine the list of items you are looking at to speed up your stock counts. You can further speed up this process by using integrated barcode scanners to scan items, and provided they are in the list they will appear. If they arent in the list, then the item will be opened on the "Barcode Scanning" order mode instead.

If you'd like to work through the list methodically, and have items you've done a stock count for already removed from view, then you can turn on the "Show Uncounted Only" switch setting (located just above the category tree in the left sidebar). This setting will automatically hide items from view that you've either done a stock count for, order ordered directly using the quantity column.
    • Related Articles

    • StockCount Order Mode - Filtering Customer Order History

      On the StockCount Order mode there are 8 columns of information displayed on each product row. This information relates to products being "Ordered" (O) or "Stock counted" (S). Ordered refers to the the quantity of the item that was actually ordered, ...
    • StockCount Order Mode - Navigating the StockCount screen

      The StockCount order mode in Inzant Sales Plus is a hybrid order mode, incorporating both the customers ordering history & a stock level based ordering method into the screen. The first thing to understand is that this screen will only ever show ...
    • Barcode Scanning Ordering using the iPad Device Camera

      To use the iPad device camera for barcode scanning you first need to ensure that your system is enabled for barcode scanning, as well as ensuring that you’ve configured the default barcode scanning method to be “Device Camera”. See a quick guide on ...
    • Configuring the iPad Device Camera for Barcode Scanning

      The great thing about the iPad's inbuilt camera is that it can be used as an inbuilt barcode scanner - for both product barcode scanning in ordering as well as retailer barcode scanning for tradeshow use. To enable this option you’ll need to open the ...
    • Taking an Order from the Inzant Sales Plus App / iPad

      This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...
    • Popular Articles

    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
    • iOS 11.* - Keyboard Lag Issue

      If you are seeing keyboard lag (i.e. ranging from a bit slow to non-responsive) on your iPad after downloading a new version of iOS you are not alone. We've had plenty of reports of this and it's not an Inzant specific issue, its an operating system ...
    • Checking Order History for a retailer

      To view Order history of a retailer go to the specific retailer and touch the "Orders" icon.The "Order History" screen shows previous orders, quotes, pending orders, and goods returns for as far back as your system is configured for. Most systems are ...
    • Recent Articles

    • Enabling PDFs for Smart Presenters using Adobe InDesign

      This is a quick guide on modifying your PDF presenters/catalogues/lookbooks/blads etc. to enable them for the Smart presentation mode. This mode enables the iPad user to simple tap on the zone you specify and they can order the products directly from ...
    • Settings - Notification Alerts

      This settings allows you to control when notifications are displayed. The options are to display the notifications after every sync, or just when new notifications are received. To change this setting, touch the Utilities Cog icon in the top right of ...
    • Settings - Add Customers to New Calls

      This setting allows you to control if customers will automatically get an email notification of the next call when you book calls using the App. To change this setting, touch on the Utilities Cog icon in the top right of the screen. Touch Settings ...
    • Settings - Order Starting View

      This setting allows you to fine tune how you the App works best for you when ordering. The setting will set the order mode that is displayed when you create a new order. To change this setting, touch the Utilities Cog icon in the top right of the ...
    • Share Log Files

      The Inzant Support team may request you provide log files from your device to assist with solving issues you may experience. If you don't use the Apple Email App, then we allow you to send the files to us by sharing them to another App. To Share Log ...