The administration of articles and merchandise management can be found under the menu item articles.
This includes sub-items such as delivery notes, order forms, inventory list, etc..

The menu

Article overview / Edit article

You can access the article overview via the menu item'Articles', or via the'Quick search' (as explained under General information#Menu guidance).

Here you see the possibilities to limit the articles by main category, category, or both combined.
For help on sorting and explaining the buttons, see General Information#Tables(Grid).

Article number: You can assign this yourself. If you select a category when creating the article whose article number is assigned by the number generator, you see the last number assigned:

Article name: Name of the article

Description: Here you can enter further information to complete the article.

Sales price: You define the unit (for example, euro) and payment type (gross/net) in which it is created.

Tax rate: Here you can see the tax rate that applies to this article.

Stock: The current stock level of the article.

Main category/category: Here you sort by the respective selection.

Specifications: Here you can see whether characteristics for this article 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.

Creating Articles

In the upper area you see a menu guidance, which gives us 2 important information:

• ... where you are
• ... missing information necessary to complete the article (green = input OK or not necessary, orange = required information missing).

Background Green: This page was called once + the information is OK.
Font Green: You do not have to edit this page, but you can still enter information about the article.
Font Orange: The necessary information about the article is missing here, which is why the article cannot be created in this state.

With basic information and stock levels, there is enough information to create an item.

The explanations for all steps (create article) 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/authorizations etc.)

Article category: Separates articles, e.g. at the POS for better listing (categorically), is used for evaluations.

Item description: is a required field.

Item number: Depending on the selected article category, whether mandatory field or not (if no number generator is stored, it is a mandatory field).

B - Price information

Sales price: The actual value of the item is defined here.

Currency: Currently only Euro is available.

Price basis: net/gross.

Tax rate: The corresponding tax rate must be selected here.

C -Other information

Units: Here you can select existing ones. With the  button it is possible to create a new unit in the workflow.

Availability: Options are divided into Prohibit, Allow and Backoffice (here an article can be created and only released later e.g. = Prohibit)

Area - 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 Barcode: The barcode of the article is stored here. With a barcode device, this article can now be recognized and selected.

Booking reference: currently no function.

C - Representation:

Color & Symbol: is for visual display at the cash desk (the short name is displayed in this color or symbol).

D - Classification:

Article Type: is currently divided into'Greenfee' and'Other'.

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 warehouse stock information:

After you have done this, you still have the option described under point A to enter order information for the article.

A - Stock monitoring: Used to cleanly manage information to make inventory and ordering more efficient.

B - Storage locations: Specifies where the item will be stored.
Stock monitoring is again available under the storage location. You can therefore only monitor stock for this warehouse.

C - Supplier: This is where the data is stored for:

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).
Barcode supplier: As an alternative to the supplier's article number, there is also a'barcode supplier' (internal barcode number at the supplier).
Purchase price/currency/price basis/tax rate: 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'):

Period: See illustration above.

Section: Is copied from the business structure. For more information see Golfclub#Business structure.

Once you have entered this information, you can complete/create an article (if all other information has been entered).

Area - Characteristics

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).

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.

Source of supply

Currently there are 2 possibilities:

• Enter the actual purchasing information for the article

• 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.

You can also set up stock monitoring so that you have the necessary information for further purchase orders.

This is for your information only and has no effect:

As a further function, the stock movements can be found under this menu item.

Here you can see all movements - after selecting the article and the desired warehouse - a detailed log:

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 .
In the course of this, you see all articles that have been deleted.

You can easily restore them with  (see screenshot above).

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 Voucher quotas Articles → Voucher Contingents

There are 2 ways for you to create vouchers (see image below):

• In the calendar, click the mouse to select the time frame for which you want to create your vouchers.
• You can set it via the usual table view in the overview list (bottom left on +).

In the calendar you have the possibility to change the monthly view with at the same time to return to the current day with .

In the overview list you have the usual table view in which you can create a new voucher  (in the illustration below you see created/existing voucher contingents).

Here you enter the hierarchically considered first ...

• the seller (this indicates which articles may be referenced in the voucher)
• the article category (in which article category this article is located)
• and finally the section

The following mandatory fields are required in the item details:

• Currency
• Price base
• and the VAT

After these data (tab article) were deposited, you change to the tab contingent over.

Should you now reference an article here, you only have to enter the respective article in the upper 2 areas (voucher price + voucher present - illustration below) ( = all other fields that were available to you - disappear - as this is an 'OR' constellation).

Now that you have successfully created the voucher contingents, you must release the special offers and synchronize them with the portal for use by the respective agent (under Members - Customer Administration#Customer Management Agent Agreement).

Read more about the last step under Members - Customer Management#Customer Management Agent Agreement.

Rental Articles - 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.

Rental items Places

Here you can specify where these rental items are located, e.g. 'men's wardrobe above'.

Rental category

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.

Categories

This is where you manage the main category, including the category below it in the hierarchy.

First you start by creating a main category. Here you can enter the following information:

Booking reference: currently no function.
Pos-symbol, colour & POS-designation: Representation, how the category should look like in the classical search at the POS.
Number generator: All articles that you create at a later date and assign to this category are assigned - automatically generated - an article number.
Tax rate: If you select this main category or the category below it, this tax rate will be filled in for the article. However, you can overwrite it at any time.

We will then create a category below:

We would like to bring the following fields closer to you:

Tax: If you enter a new tax rate here, it will be 'overwritten' (if available) in the main category (the one that is closer to it always applies, seen hierarchically).
Seller: Here you specify which seller may sell the items in this category.
Number generator: As with the tax rate, if one is defined in the main category above it, it will be 'overwritten' (the one closer to it will always take effect hierarchically).
Section: Linking will follow.
Booking reference: currently no function.
Main article category: Here you specify to which main category this category should be assigned. Is selected automatically.

Now try to search for the category while creating an article: