If you have moved from an existing POS system to Fred Office Plus rather than from a blank database, perform these tasks as soon as your installation is complete.
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Tasks: |
How To Find: |
How To Fix: |
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INVENTORY TASKS |
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Check all items scan at the POS till. |
POS: Check all items scan at the till. |
Add an alias to item stockcard Create new items using Create Item Wizard or Item Manager |
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Ensure items matched to AppCAT. |
Inventory Report: AppCAT Matching |
Match via item stockcard > Links > AppCAT Bulk AppCAT Matching Wizard (via Tools menu, Items) |
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Apply AppCAT Changes |
Item stock card Assistants > AppCAT |
Apply via item stockcard > Links > AppCAT Bulk via Assistants > AppCAT |
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Pack Quantities |
Item stock card Assistants > AppCAT |
Update via item stockcard > Inventory & Ordering > Suppliers Bulk via Assistants > AppCAT |
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Items have department/category set |
Item stock card Inventory Report: Item Pricing Details |
Update via item stockcard Bulk via Quick Action Wizard |
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Correct item pricing *Also applies to OTC items that can be dispensed |
Inventory Report: Item Pricing Details |
Update via item stockcard Right-click Send to Pricing Review then Pricing > Pricing Review Item Manager then Pricing> Pricing Review Pricing Plans then Pricing> Pricing Review See Pricing Review |
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Correct stock on hand and committed quantities |
Inventory Report: Item Pricing Details Inventory Report: Committed Stock Report |
Update via item stockcard Assistants > Stocktake > Stocktakes |
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Enter Promotions that were current prior to conversion |
Wholesaler Promotion Files available on the Fred Help Centre |
Pricing> Promotions |
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Set services or nonprofit items to be Non-Inventory / Not Discountable |
Inventory > Items |
Update via item stockcard > Options Bulk via Quick Action Wizard |
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ORDERING TASKS |
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Resolve Open Orders |
Ordering > Open Orders |
Right-click > Receive Invoice Right-click > Close Order |
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Review supplier set up in system |
Contacts > Suppliers |
Update via supplier card (set supplier type, match to AppCAT, rename etc) Create a new supplier (add to items in bulk via Quick Action Wizard if required). |
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ACCOUNT TASKS |
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Set up account groups |
Assistants > Groups |
Add to Group by right-click Add to Group function Manage via Assistants > Groups |
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REPORTING TASKS |
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Set up favourite reports to assist ongoing data maintenance |
View existing scheduled reports via Reporting Dashboard |
Create a User Report Share a Report Schedule a User Report to automatically email See Reporting |