With erplain you can manage multiple Stock / Sales locations. This will help you track the inventory in each location, and generate Sales or Purchase from/to these locations.
To manage and add Locations, simply follow these steps:
- Go to the Menu 'Settings' > 'Sales locations':
- This is the list of your Sales locations:
You can Edit them by clicking on:
You can Disable them by clicking on:
- To create a Sales location, click on the 'Create a Sales location' button:
- Choose a name and a location type (Store/Warehouse):
Name: Choose a name that will help you identity it quickly while creating an Invoice or Purchase Order for example.
Store or warehouse: This is simply a category to help you when you have multiple locations.
Address: select the address of this Sales location. The address will appear on the PDF documents.
Replace company name with location name in PDFs: If you select this setting, the Sales location name will replace your company name in your PDF documents. This can be useful if you ship products to a location not 'related' to your company.
Tip: If you are often moving inventory for events, we suggest that you create a Sales location called 'Sales event' (or any other name), it will allow you to easily track your stock levels and stay organized.