Enter purchases in batch mode
When to use this procedure
Use this procedure to receive one or more items into inventory that you purchased outright without manually assigning a SKU and serial number to the item. Tri-Tech recommends that consignment and resale stores always follow this procedure, regardless of the number of items you are entering.
Refer to refer to Enter purchases - quick complete for abbreviated instructions on using batch entry for your purchases.
Refer to Enter purchases for details on entering items into inventory with a SKU and serial number using AIMsi's legacy purchase entry tool.
Example of use
One of your regular customers comes into your store with a bag of girls clothing that she wants to sell to you as a group of items rather than sell each item individually on consignment. To quickly enter the group of items, you use the batch mode to share certain details between the items, such as the category or manufacturer. This allows you to enter multiple items more efficiently by not re-entering common information.
Steps to complete
- On the Modules menu, point to Inventory, then to Consignment & Purchase, then click Enter Purchase (Batch Mode). The Pick Customer window displays.
- Search for or select a customer and click Select. The Enter Purchase (Batch Mode) window displays. If necessary, create a new customer account.
- Select a category and subcategory for the items in the Category and Sub Category boxes.
- Select a manufacturer in the Mfg box. This box is required. If you do not wish to track a manufacturer, select Not Applicable.
Steps 5 - 7 are optional steps.
- Verify and update the store location and customer name in the Location and Account boxes.
- Verify and update the purchase date and reference number in the Date and Ref boxes.
- If desired, select the Pop Details Window During Add check box to display the Item Details window for each item you add. Otherwise, items are added to the Purchased Items grid without additional information.
- Click Add. If the Item Details window displays (the check box is selected in step 7), enter applicable information and click Exit. The item is added to the Purchased Items grid.
- On the Enter Purchase (Batch Mode) window, repeat steps 3-8 as needed.
At this point, you can save the purchase batch or complete one of the following.
- Click View Details to view and update the item details of the highlighted item in Purchased Items grid. You can also update item details directly in the grid.
- Click Delete Item to remove a highlighted item from the Purchased Items grid.
Did you know? You can right-click in the Purchased Items grid to display a menu of options applicable to steps 10 and 11 instead of using the buttons.
To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.
- Optionally select the Print Labels when saved check box to print barcode labels/inventory tags for the items in this batch.
- Optionally select the Add Another Batch check box to remain on this window and start a new batch, perhaps for a different customer.
- Click Save. The Return Payments window displays where you can enter your payments to the customer.
