Inventory, invoice, sales and purchase order management

How to change email ID?

If you would like to setup different email ID in your quote/invoice/order documents then you can follow these instructions: 1. Click on Setting and under “About your company”, click on “Change your company address…” and change the email address in the address section. 2. On the Setting page and under Email section click on “Change email address…”, and select the checkbox. 3. On the Setting page and under Email section click on “Setup email template…”. Update the From email to new…

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Incremental Sales Order – Editing Partially Fulfill Sales Order

Sometime there can be a use case where you need to edit a partially fulfill sales order. Imagine, you create a sales order with three line items. Then you fulfill the first line item completely and second line item you fulfill only the half of the quantities where as you haven’t fulfill any for the 3rd line item. Now, your customer calls you and asks you to increase the quantity for the second line item by 10. You should be…

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Web Page Printing – Quote or Invoice

Many times you prefer to print web page rather than PDF quote or invoice. Datamoto provides this functionality. Datamoto application calls Browser’s print functionality to print the web page. So, if you want to change how the page is printed then you must change browser’s Print configurations. Here are the instructions: Internet Explorer: Click on Browser’s setting icon at the top right corner and click Print from dropdown and select Page setup Select the Page Size according to your requirement Margins:…

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Warehouse Transfer

Inventory Transfer If you are a trader, distributor, wholesaler or a seller who maintains multiple warehouses then you may want to transfer inventory items from many warehouses to one. If you maintain batch or lot number then you may like to transfer items by lot and track the transfer. Datamoto provides a simple and efficient way of transferring items across the warehouses. In Datamoto, you can create a transfer document where you can outline all the items, lots and warehouses. Once you…

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Inventory Configuration

Inventory Configurations Datamoto provides following inventory configurations. You can go to inventory configuration by click on Inventory and then setting icon located on the the top right corner. On this page there is also a button to configure/add warehouses.   Add vendor item# column in all POs. You may want to enable this if you maintain your own item code as well as vendor’s and you like to use vendor’s item code or number in all POs.   Check this to update…

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Bill of Material

A bill of materials or product structure (sometimes bill of material, BOM or associated list) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, parts and the quantities of each needed to manufacture an end product. Datamoto allows you to create BoM very easily. In the Inventory page, you can click BoM to add new BoM. You can add any number of items from the inventory along with quantity as well as note (such as instruction for assembly).…

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Order Advance Payment – Layaway

Once you create a sales order you can accept deposit from your customer. You can accept multiple advance payments on that sales order even before fulfilling or delivering any items to the customers. “Order Advance Payment” creates a advance invoice for the sales order. You can simply add payments on this invoice and email or print the invoice to the customer. This invoice will show how much money the customer has so far deposited. At the time of actual fulfillment…

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Purchase Order Approval Workflow

It is here!! For users who don’t wish to use this, no worry. By default purchase order approval workflow is disabled. So you wouldn’t see any difference. What it provides? – enterprise grade eProcurement – multi-level purchase order approval – flexible approvers assignment for each department or cost center – can set minimum threshold to trigger the multi-level approval – approver can approve, reject or return PO for more information – email notification to approver and PO creator – approve…

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