Supplier orders and warehouse stock

In the Internal team menu, the Stock section brings together two features that are sold separately: Stock, the warehouse inventory, and Orders, purchases from suppliers. If you have neither, you will see a padlock with the option to contact Uelta.

Weekly order

1. Go to Stock → Weekly.
2. Click Add order, search the catalogue, enter the quantity of each product and click Add to order. With + Manual line you add something that is not in the catalogue.
3. Adjust quantities and notes and click Save.

You can change the list until it locks, on Sunday at 23:00. It then moves to Management, where the person in charge reviews quantities, adds or removes products and clicks Send order.

Receiving goods

1. In Receive orders, click Receive and sign on the order that has arrived.
2. Choose the Receiving employee and enter what was received of each product.
3. Sign in the box and use Attach invoice / delivery note. The document is required.
4. Click Confirm receipt.

Urgent purchases

For a purchase outside the weekly order, go to Urgent and click ＋. Enter the product or material, the quantity, the shop and the Estimated amount. From its record it can be set to Approve or Reject, marked as Purchased with the actual amount, and you can Attach receipt and Complete.

Catalogue and suppliers

In Catalogue and Suppliers you keep the products and each supplier's details up to date. If you work with HQ Central, new products are created in HQ and at each venue you choose which ones it uses with Add from the HQ catalogue.

Warehouse stock

In Stock you see the venue's stock levels. Products appear automatically when orders are received. To take out material, search for the item, choose Unit, Till or Bag, enter how much and click Withdraw: it is deducted immediately. If you have permission, with Adjust actual quantity you correct the count, giving the reason.