To create a new article and link it to a substance or item in your own stock, follow the following steps.

• Go in the menu on the left to Stock > Article. Click on New. A new window opens.
  
• Fill in the fields with the information known to you.
  
   
  
• If you have entered all the information, you can still validate the information. SOFOS360 checks on the basis of the available information whether a number of things have been entered correctly.
  
  • Article type;
  • Minimal amount;
  • Unit;
  • Negative numbers;
  • Whether a space restriction has been entered.

If you have entered everything correctly, you can confirm the entry with 'Save', 'Save and New' or 'Save and close', depending on what else you want to do.

You can edit an entered article. For example, you can adjust the order code or supplier, or mark the article as 'Expired'.

Search for the article in the list or via the search window at the top right. If you found it, check the line by checking the box to the left of the article. You can see that a number of buttons at the top of the screen are no longer gray. Choose what you want to do.

Edit an article

Click on the edit -icon for the article or at the top. You will now see the screen where you can change all information (see Creating a new article). You can change the preferred data here and confirm with 'Save'.

Re-price an article (with retroactive effect)

If the price of an article changes at the supplier, you can adjust the internal price by choosing Re-pricing (with retroactive effect). A new window opens.

Enter the new price, adjust the date if necessary and click on Re-prices at the top right.

The button changes to 'Show' processing report.

If you click on this button, you will see the report of the activity. You can further process this if desired.

If an order for this article has been received from the correct supplier, you can post an item as 'Receive article'.

Direct inssuance

• Click the 'Receive article' button. A new window opens.
  
• If necessary, adjust the type of receipt from 'To warehouse' to 'Direct issuance'.
  
• When choosing 'To warehouse', the space remains on the fixed space that you have entered for this article. When choosing 'Direct issuance', you yourself have to enter the space of the department, project or person who ordered the items.
• If it is a bulk article, check this option.
  
• Indicate in the left-hand column the employee, cost center, date of receipt, and possibly expiration date and concentration.
• Indicate the project and possibly the label in the right-hand column.
• Then indicate whether you want to print a label immediately (if you have chosen a label) and whether you want to create an issue form.
• Confirm your entry with 'Close'.

Warehouse reception

Follow the steps above. Receipt type remains on 'To Warehouse'.

• You can now create pots.
  
• You can then choose to print a label or display the processing report.
  
• Label
  
• Processing report. You can see that a pot number has been added on the left.