Thee content from this post dated September 23, 2011 is no longer current. For the most recent information regarding SapphireOne, we encourage you to consult our Knowledge Base
SapphireOne’s Inventory Data Entry 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.
The SapphireOne sales component encompasses all the business-related documentation required to manage and provide goods and services to your clients.
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.
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.
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.
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.
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.
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.
SapphireOne purchases is the main area of activity for entering transactions, ordering and purchasing of goods and/or services.
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 SapphireOne.
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.
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.
The purpose of an Inwards Goods transaction is to allow goods to be receipted into stock before the final paperwork has arrived.
In SapphireOne Vendor Purchase screen allows for the entry of stock purchases.
The cash purchase function which is used for cash purchases of stock from suppliers not set up in SapphireOne as vendor
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
SapphireOne inventory provides a powerful solution to inventory distribution control and tracking.
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.
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.
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.