Getting Started

These guides will show you how to get started with stock management on your Cloud HQ.

  1. How to add a supplier to stock management
  2. How to create unit rules
  3. How to create a product category
  4. How to add a stock item
  5. How to do an initial stock take

Before you do anything, make sure you login into your store account SparkEpos

 


How to add a supplier to stock management

This guide will show you how to add a supplier to stock management to your Cloud HQ.

 

Firstly, click on the 'Stock Management' on the left-hand side, then the 'All Supplier' option in the menu.

 

This will display your supplier list, shown here.

 

Then click the green "Add Supplier" button at the top right of the page.

 

Once you have filled in all the information about your suppliers such as name, email, phone number and address. Click the  button at the bottom right of the window. 

 

After you click save on 'Add Supplier' you should see a message pop up at the bottom right, as shown

Then your new supplier is added to your supplier list.

 


How to create unit rules

This guide will show you how to create unit rules on your Cloud HQ.

 

Firstly, click on the 'Stock Management' on the left-hand side, then the 'Measurement Units' option in the menu.

 

This will display your unit list, shown below.

 

To add a new unit, click on the "Add Unit" green button on the top right-hand corner of the page.

 

Fill in the information needed about your new measurement units, such as rule name, parent unit, child unit, sub unit and unit conversion. Once this is completed press the green "Save" button in the bottom right-hand corner.

 

Then it will be successfully added to your unit list.


How to create a product category

This guide will show you how to create a product category on your Cloud HQ.

 

Firstly, click on the 'Stock Management' on the left-hand side, then the 'Stock Category' option in the menu.

 

This will display your stock category list, shown below.

 

To add a new product category, click the green "Add Stock Category" button at the top right of the page.

 

Select the stock category type by using the drop-down menu.

 

And fill in the field "Stock Category Name".

 

Once completed, press the green "Save" button in the bottom right of the menu.

 

Your category will be added to your stock category list.


How to add a stock item

This guide will show you how to add a stock item to your Cloud HQ.

 

Firstly, click on the 'Stock Management' on the left-hand side, then the 'All Stock Items' option in the menu.

 

This will display your products List, shown below.

 

To add a new stock item, press the green "Add Stock Item" at the top right-hand corner of the screen.

 

Fill in the information required, such as product name, product category, supplier (where you can set multiple suppliers for a product), unit rule, par level, tax rule and an option to add a barcode for the product.

 

Once completed, press the green "Save" button in the right-hand corner.

 

Your stock item will be displayed in your product list. A confirmation message will also appear to say that it has been "Saved Successfully".


How to do an initial stock take

This guide will show you how to do an initial stock take to your Cloud HQ.

Before you do an initial stock take, make sure you have added all your stock items, suppliers, measurement units and all of your stock categories. These guides are all located above. 

 

Once you have done all this click on the 'Stock Management' on the left-hand side, then the 'All Orders' option in the menu.

 

This will display your purchase list, shown below.

 

Then press "Add New Order" at the top right of the page.

 

Firstly select which supplier you would like to start with.

 

This will display the products you can order from that supplier which you can add a new order, shown below.

 

Then create a new order by selecting the number of items you would like to order.

 

To do an initial stock check set the price as zero (£0) as you already own the stock, to get the stock onto the system.

 

When completed press the green "submit" button in the top right of the page.

 

A warning message will appear, press "Yes" and this order will go to your suppliers.

 

A green confirmation message will appear at the bottom right of the screen, displaying that "your order has been saved and sent".

 

Then click on the purple eye icon on your most recent order.

 

It will display your most recent order, then click on the "Correct" blue button in the received column of the order.

 

This will turn grey and say that it has been received.

 

Continue to do this with all your stock items from every supplier.

 

Once you have done this for every supplier go to "Stock Management" on the left-hand side, then the "All Stock Items" option in the menu.

 

All your stock will be displayed in the product list showing how much of the product you have available.