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Article tabs

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In addition to the fields of the article, more information is linked in the form of tabs. You can go through the different tabs under the article details screen. The tabs below belong to an article.

Item suggestions

Here it is possible to set suggestions for an article. The suggestions are associated items that are automatically added to an order when entering the item. Often suggestions are accessories that are needed. After a suggestion item has been added to an order, it can also be deleted. A suggestion is not a binding proposal.

Fields

  • Article: The selected article on which the suggestion is placed.
  • Related article: The selected article as a suggestion. This article would be shown as a suggestion.
  • Amount: The amount of suggestion articles which are placed on the order.

Add

To add a suggestion article, press on new. Fill in the needed fields. Press on save to save the data.

Change

You can edit an existing suggestion if necessary. For example to adjust the numbers. Double-click the suggestion article in the overview and adjust the changes. click on save to save the data.

Delete

You can delete an existing suggestion. Select the article in question and press on delete to delete the article as a suggestion.

Periodic prices

This tab has a reference to the module price agreements.

Module price agreements

Serial numbers

This tab has a reference to the module serial numbers.

Module serial numbers

Certificates

A certificate can be linked to an article and a contact person. If an item is linked to a certificate, a contact person who wants to rent the item must have the same type of certificate. Certificates can also be used in this way to record certain skills. The match on a certificate ensures that it is possible to rent the article to the relevant contact person.

Fields

  • Certificate: the to be selected pre-defined certificate which is to be linked to the article.
  • Article: the selected article.

Linking

To link a certificate to an article, press on link. Fill in the needed fields. Press on save to save the data.

Unlink

You can unlink a certificate to an item if it is no longer required. Select the certificate and click unlink to unlink the certificate.

Documents

Files can be added to an article, such as manuals, whitepapers, etc. You can indicate whether or not files may be publicly visible, which makes it possible to distinguish between files for internal employees and, for example, customers.

Fields

  • Filename: the filename which is automatically generated from within the file. This can be changed after uploading.
  • Filetype: the type of file. This cannot be changed after uploading.
  • Article no.: the selected article.
  • Serial no.: it is also possible to link a file to a serial number. If this is the case, the serial number will also be shown. This isn't a required field.

Upload

You can upload a file by pressing on select a file and selecting a file from your device. Afterwards press upload and the file will be added. It will automatically be added to the list of all files.

Download

You are always able to download a file by selecting a file in the overview and pressing download. The file will then be downloaded in your browser to the standard location.

Delete

Select the file in question which you would like to delete and press delete. The file will be deleted right away and will not be available anymore.

Pictures

Images can be used to place pictures of the articles. You can upload one or more image. These will then be made visible in the fronten (e.g. webshop or website).

Fields

  • Image no.: an automatically generated number by the system.
  • No.: the order of the images, this determines the order of the images if there are multiple on a single article.
  • Filetype: the type of file. This cannot be changed and will be determined during the upload of the file.
  • Filename: the filename which is automatically generated from within the file. This can be changed after uploading.
  • Article: the selected article.

Upload

You can upload an image by pressing on select a file and selecting a file from your device. Afterwards press upload and the image will be added. It will automatically be added to the list of all images.

Open or view

You can always view an image by pressing on the image icon in the first column in the table.

Delete

Select the file in question which you would like to delete and press delete. The file will be deleted right away and will not be available anymore.

Availability

The availability is an informative tab, in which you can obtain information about the availability of the article in a warehouse and for a certain period or date. You can change the starting date and end date and the period will be changed accordingly. It is also possible to carry out actions with your mouse and mousewheel on the stock chart to zoom in an out for the selected period. With the dragging of the diagram you can select another period. The best way to learn to use the diagram is to try it out.

Dynamic item fields

This tab is only visible if on the article group in question of the article, dynamic fields have been defined which can be used on the article.

These fields are used to make up the specifications for example, or for contracting of a flter on the frontend (webshop or website). The fields are immediatly able to be entered on the tab.

Fill or change and save

After filling in the fields press on save to save the data.

Warehouse stock

Warning: This tab is only visible for periodic articles without serial number and sale/use articles.

The amount of stock is indicated per warehouse. A difference is made in inventory and physical stock. The difference between those is that inventory the free stock is and that physical stock the 'true' stock is that is available in the warehouse. But that doesn't mean that this stock is free to be rented out or reserved.

Stock mutation

This tab has a reference to the module stock mutation.

Stock mutation module

Categories

This tab has a reference to the module categories.

Categories module

Articles for warehouse

An article is standard always visibl in all warehouses. But in some cases you do or don't want to show certain articles in your warehouse. Certain warehouses might not have a certain article in stock. You would be able to define this in this tab. If you were to add more than one warehouse in this tab, this would mean that all warehouse that aren't made in this tab, that the articles there aren't made visible. Take that you would like to exlude one warehouse from an article, then you would have to make all the other warehouses in this tab.

It is also possible to indicate what the minimum and maximum stock is. This information is needed to generate purchase advice (order advice) lists.

Fields

  • Warehouse: the warehouse which you want to select for which the article has to be visible or available.
  • Min. stock: The minimum stock that must always be present in the warehouse. This is the stock where if the quantity falls below this level, the item will be returned to the purchasing advice list.
  • Max. stock: The maximum desired amount in the warehouse. During the generation of the purchase advice list, this amount will be used to fill back upto.

Add

To add a warehouse to the available warehouse for this article, press on new. Fill in the needed fields. Press on save to save the data.

Change

You can change an existing warehouse if need be. For example to change the stock levels. Double press the warehouse in question in the overview and adjust the things you want to change. Press on save to save the data.

Delete

You can delete an existing warehouse. Select the warehouse which you want to delete and press on delete to delete the warehouse.

Suppliers

For the purchasing of articles it is needed to add suppliers. The suppliers can be managed in the module suppliers.

Module suppliers

If you want to allocate a supplier then you can do so with all of the needed data to let the purchase go as smooth as possible.

Fields

  • Article: the selected article.
  • Supplier: the supplier from which you can purchase the selected article.
  • Article no. supplier: the article number which is used by the supplier. This article number can also be used on purchase orders or order list.
  • Minimum order amount: the minimum amount which is to be taken during de order of the article. This is a condition which is known on the contract with the supplier.
  • Delivery time in days: the amount of days it takes before the delivery takes place after the order is made.
  • Purchase price: the price which is used to pay for the selected article with this supplier.

Add

To add a supplier for this article press on new. Fill in the needed fields. Press on save to save the data.

Change

You can change an existing supplier if needed. For example to change prices or amounts. Double press the supplier in the overview and make the changes. Press on save to save the data.

Delete

If for the selected article a certain supplier doesn't supply it aymore, than you can remove the supplier from this article. Select the supplier in question and press on delete to delete them from the list.

Articles for customer groups

You can work with customer assortments within RentMagic. These assortments are created based on a customer group. This means that you can make an article available for a specific customer group and that other customer groups will not see it. The mechanism works in the same way as article for warehouse.

If you create more than one customer group in this tab this means that all customer groups which aren't made in this tab, that the articles there aren't made visible. Take that you would like to exlude one customer group from an article, then you would have to make all the other customer groups in this tab.

Fields

  • Article no.: the selected article.
  • Customer group: the customer group for which you want the selected article to be made available to.

Linking

To add a customer group for this article press on link. Fill in the needed fields. Press on save to save the data.

Unlink

You can unlink a customer group from the selected articl if you don't want this available anymore. Select the customer group and press on unlink to disconnect the customer group.

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