Knowledge Base
Your search for returned 29 results across 3 page(s). Search Category: Stock. Software Version: All Versions.
| Creating a purchase order for a stock order i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 3, creating a purchase order for stock items such as stock frames or solutions
Creating a Stock Ord... Stock - i-Clarity |
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| Creating purchase orders automatically whenever you send a frame, from a particular supplier, away to be glazed i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 4, creating a purchase order automatically whenever you send a frame, from a particular supplier, away to be glazed
... Stock - i-Clarity |
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| Creating a purchase order when stock levels fall below a defined level i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 5, creating a purchase order when stock quantities fall below a defined level
Automated Stock Re-Or... Stock - i-Clarity |
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| Receiving a purchase order i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 3, recording the goods and services that have been received
When you receive stock, you should always record the fact that it has been received against the relevant purchase order. This will achieve several objectives depending on the type of order that you are dealing with. In all cases, recording the fact that a purchase order has been received will make it possible to reconcile those purchase orders with the relevant invoices – see the section on Invoicing for further details about this.
Spectacle orders
These are... Stock - i-Clarity |
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| Reconciling purchase orders i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 4, reconciling the goods received with the supplier invoice
Once you have created purchase orders and recorded the fact that the goods you ordered have been received (or not, as the case may be) then you can use i-Clarity to reconcile your purchase orders and delivery notes with the supplier invoices. This complete purchase order processing (‘POP’) cycle has several benefits:
When you record goods received you are checking that you have received the goods that you have ordered – and only those goods that you have ordered.... Stock - i-Clarity |
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| Exporting purchase orders for analysis and payment i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 5, exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Once an invoice has been confirmed you can print it and export to a text file or spreadsheet that can be imported directly into some account’s packages e.g. Sage or Xero.
Alternatively, you can ‘batch’ together a batch of invoices, which will give a reference for that batch, as shown here:
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| Calibrating the Zebra ZD-410 Calibrating the Zebra ZD-410 Label Printer
... Stock - i-Clarity |
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| The Stock Module and Stock Control The stock module is accessed by clicking on the yellow arrow pointing to the right to display the 2nd set of icons.
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| Stock Take (Reconcile Stock) - Enterprise Enterprise – Stock Take (Reconcile Stock)
Reconciling stock in Enterprise will require you to list all the products in your practice (you can do this in different product groups to make this process more manageable). When complete, Enterprise will compare this list you have created with the current stock values on Enterprise and make any necessary adjustments.
Use the Enterprise menu to open the Stock module.
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| Adding a new frame to the stock module. To open the stock module, click on the ‘Back Office & System’ Modules icon on the top bar.
... Stock - Enterprise |