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Support - Stock and Inventory

Tutorial

Create a sales order

In the navigation menu, go to “My Business”, then “Orders”
Click on “New order” at the top right of the page
  • Fill out the order form, choose the shipping carrier and save. If you do not select a shipping carrier, no delivery note will be generated (see question below on how to configure this).
  • The order is added to the list of sales orders.

Create an invoice from a sales order

In the list of orders, choose the orders to invoice and click on “Invoice” (paper plane)
Or click on the order number to view the order, and from this page click on the green “Invoice” button

Follow on my sales orders

In the navigation menu, go to “My Business”, then “Orders”
The list of orders appears with the updated order status: invoiced, delivered, in progress etc.

Create a purchase order

In the navigation menu, go to “My Business”, then “Purchases”
  • Click on “New PO” at the top right of the page.
  • Complete the order form, and validate by pressing “save” or “save and send ” to email it to your supplier.
  • The order is automatically found in the list of purchase orders
  • You can download the Purchase Order (PO) pdf and send it to your supplier

Follow on my purchase orders

  • In the navigation menu, go to “My Business”, then “Purchases”
  • The list of purchase orders appears with the updated status: sent, posted, delivered, canceled.

Create a product and manage its stock

  • In the navigation menu, go to “My business”, then “Products”
  • Click on “New product” at the top right of the page.
  • Complete the product sheet and select “Add”.
  • If you want Fiduly to track the amount of remaining stock for this product, click on “Manage stock for this item” and fill in the current amount in stock. Thus, for each fulfilled sales order of this product, the stock is reduced accordingly.
  • Conversely, with each purchase from a supplier that you indicate as delivered, the stock is increased accordingly.
  • When you do an inventory count, you can adjust the inventory by editing the “quantity in stock” on the product page

How to generate a delivery note?

Fiduly allows you to generate delivery notes that accompany the delivery of your goods. You can customize the delivery note according to the carrier and add the customer’s delivery instructions to the note. First you need to configure the list of your carriers (transporters):
  • In the navigation menu, go to “Settings”
  • Choose the “Orders” tab, and edit the list of transporters. You can choose between two voucher templates: “Template 1” on two pages, and “Template 2” on one page.
  • Press “Update”.
Then, when you add an order, you can choose the carrier (transporter) and the corresponding delivery note will be generated.
To see the delivery note of an order, press the yellow button with the “truck” logo