The administration of articles products and merchandise management can be found under the menu item articlesProduct Management.
This includes sub-items such as delivery notes, order forms, inventory list, etc..
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The menu
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Product overview / Edit
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product
You can access the article product overview via the menu item 'Articles'Product Management' and 'Overview', or via the'Quick search' (as explained under General information#Menu guidance).
Here you see the possibilities to limit sort the articles products by main category, product category, or both combined.
For help on sorting and explaining the buttons, see General Information#Tables(Grid).
Article numberProduct Reference: You can assign this yourself. If you select a category when creating the article product whose article number product reference is assigned by the number generator, you see the last number assigned:
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The article reference numbers must be unique. It is not recommended to change or reuse 'old' article product reference numbers. This only leads to confusion during data export, reconciliation with accounting, etc. This article number product reference is intended for the club internally and should not be confused with the supplier's article numberproduct reference. |
Article nameName: Name of the articleproduct
Description: Here you can enter further information to complete the articleproduct.
Sales pricePrice: You define the unit (for example, euro) and payment type (gross/net) in which it is created.
Tax rateVAT: Here you can see the tax rate that applies to this article.
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Main category/category: Here you sort by the respective selection.
SpecificationsFacets: Here you can see whether characteristics for this article product are stored (e.g. color: red, pattern: squared, size: XL, etc.)
Seller: This seller is the one who sells this item from a business point of view.
: Creates a new product.
Creating
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Products
In the upper area you see a menu guidance, which gives us 2 important information:
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The explanations for all steps (create articleproduct) are as follows:
Area - Basic Information
A - General information
(the following logic is applied to the entire article flow: With Save the article is created at any time, with Continue you always jump to the next area).
Seller: This field assumes that a seller has already been created.
(separation of employee/article/statistics/authorisations etc.)
Article category/Category: Separates articles, e.g. at the POS for better listing (categorically), is used for evaluations.
Display name/Name: is a required field.
Article number/Product Reference: Depending on the selected article category , whether it is a mandatory field or not (if no number generator is stored, it is a mandatory field).
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Price: The actual value of the item is defined here.
Currency: Currently only Euro is availableChoose your desired currency.
Price base: net/gross.
Tax/VAT: The corresponding tax rate must be selected here.
C - Other information
UnitsUnit: Here you can select existing ones. With the 
button it is possible to create a new unit in the workflow.
Availability (Allow): Options are divided into ProhibitDeny, Allow and Backoffice (here an article can be created and only released later e.g. = ProhibitDeny)
Area -
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Additional Information
A - Additional information:
Short name, description and memo
Period: This is specified for articles that are allocated at periodic intervals, for example, rental articles.
B codes:
Article 
POS Display: What should be displayed on the POS for this article.
Description: Description of the product.
Memo: Memo about the product.
Bundle: The bundle that the product belongs to (if any)
B - Codes:
Product Barcode: The barcode of the article is stored here. With a barcode device, this article can now be recognized recognised and selected.
Booking reference: currently no functionThis would overrule the product category reference, so please me mindful of this if you add a booking reference for the product itself.
C - RepresentationDisplay Options:
Color & SymbolIcon: is is for visual display at the cash desk (the short name is displayed in this color and/or symbol).
D - Classification:
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By specifying 'Greenfees' you can create groupings in the TeeTimes. This makes it possible for you to specify a 9-hole booking in more detail in further steps, for example.
(more information: TeeTimes - Tee times#Book tee times)
Area - Stock information
Here you differentiate whether you want to maintain a stock level or not (this information is therefore necessary).
Keep inventory
If you want to maintain a warehouse stock → Select Stock Management:
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Supplier: Here you specify who delivered this article to you.
Supplier article number: You can use this article number to place an order (internal article number with the supplier).
Supplier Barcode: As an alternative to the supplier's article number, there is also a'barcode supplier' (internal barcode number at the supplier).
Price/currency/price base/tax: Here you enter the actual data for the purchase of the article.
Do not keep inventory
If you do not want to keep a stock → Select Other (the 2nd option after 'Stock information'):
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Once you have entered this information, you can complete/create an article (if all other information has been entered).
Area - Facets
All characteristics for the article are stored here.
If these do not already exist (color, clothing size, etc...) you can create them with theButton (in the process). The same applies to the facets (red, yellow, X Large, XX Large, etc.).
When you enter the facets, the bottom left-hand corner shows whether this article has already been created.
If such articles already exist, you will see a small table showing how they already exist (this will help you to avoid duplicates).
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To duplicate an article, you must create a new article. You can do this via theButton. You will then immediately see the article search on the left-hand side. |
Area - Overview
The summary of the data entered. If incorrect entries are found, you can switch between the areas at any time and correct, change or supplement them.
Processing of the article
After you have created one or more articles, you can revise them at any time. To do this, simply select an article and overwrite it in the lower area.
You also conclude this change(s)
. This procedure is independent of the division and is applied in the same way everywhere.
Supplier
Currently there are 2 possibilities:
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- Indication (if desired) of the "article in the name of" / "on account of" (for more information see POS - Cash#Deputy).
Stock information - stock movements
Here you can see the stock level of the article.
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Select article → Select stock and then you will see the information about the selected article:
Restore deleted items
If you have deleted an item and need to restore it, you can do so with the button 
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In the course of this, you see all articles that have been deleted.
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All information about the item will be saved before it is deleted. This information is restored in the 'Restore' process in exactly the same way. This also includes the main and article categories if these have been deleted in the meantime. However, this does not apply if the main category/article category has been renamed "only". In this case, they will be added to the categories with the "new" name. |
Article Collections
Under this point it is possible to store articles as a package.
Thus it is possible, for example, to create several articles at once for a collective invoice through a collection.
Vouchers
Path. Article Management → Voucher → Voucher Contingent
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Read more about the last step under Members - Customer Management#Customer Management Agent Agreement.
Rental Subscriptions - Overview
These articles are clearly separated from the usual articles, since these are usually charged annually.
Here more flexibility is offered as well as e.g. paid lending. This can also be terminated at any time.
Usually the rental articles are charged in the annual account. The settings for this must be entered in advance, such as the settlement category.
First you enter the details for the settlement and how you want to name the category.
Locations
Here you can specify where these rental items are located, e.g. 'men's wardrobe above'.
Rental categories
Here you can create a category that is only used to manage rental items. These are clearly separated from the general category management of the articles.
Article Categories
This is where you manage the main category, including the category below it in the hierarchy.
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As you create an item, you specify which category to assign it to. Meanwhile, the main category in which the category is located is also automatically assigned in the background. |
Merchandise management
Supplier
Path. Article management → Inventory management → Supplier
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Since you can also create the units during the article creation, the direct access via the menu is hardly used.
However, it is still helpful if you intend to create all desired units at once (e.g. as a new customer). Thus you save yourself the work afterwards.
Inventory count
The access takes place over Article management → Inventory management → Inventory count.
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After completion, this process can no longer be undone. However, repairs can be made at any time during the running process. |
Stock Inventory Report
You can access the final report via the print symbol (see illustration below - left outside)
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Legend. EK = purchase price: EK = purchase price, VK = sales price, SB = target stock, IB = actual stock, BD = stock difference
Delivery notes
Access: Article management → Inventory management → Delivery note
First you are in the overview where you can see completed delivery notes (if available). You can continue to create a document by clicking on the button.
After changing the view, you now see the search function and the possibility to create a new document.
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In the screenshot (above) 'Cengiz' was filtered according to the delivery notes of the seller (result: 1 delivery note). All delivery notes listed here are saved, but not yet completed. |
Create the delivery note
With the button 
you can now start the creation of a document, then select the desired document.
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In the next part, you can enter an internally managed delivery number (which is managed by you), and you can also enter an external delivery number (which is managed by your vendor).
Next, specify when the delivery was expected and when it arrived.
Contents of the delivery note
Finally, add the contents of the delivery:
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