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Articles on:
Purchasing, items & stock
The purchasing chain: suppliers, price requests, supply orders, your item file, prices and stock.
Suppliers
Suppliers
Explanation of the suppliers module: the overview screen, the supplier file, the tabs and the action buttons.
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Suppliers | Settings
All settings of the supplier module in one place: the overview screen, the default values for new suppliers, extra fields, statuses and email templates.
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Drawing up a price request for a supplier
How to send a price request to several suppliers from a quotation, compare their prices, add them to the quotation and convert them into a supply order.
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Supply orders
Supply orders | General explanation
General explanation of the supply orders module: the overview screen, the various types of supply order, the analysis tab and the stock change column.
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Acceptance flow
How the acceptance flow lets several users approve a supply order or incoming invoice first, and how you set up priorities.
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Project supply routes
How project supply routes determine whether a project item is ordered, taken from stock or reserved, and how you set them up and use them.
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Reordering items for your stock
How to generate the reorder list from the minimum and desired stock and turn it into a supply order, in general or per stock location.
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Ordering directly from your supplier
How a webshop integration lets you send a supply order straight to your supplier from Robaws with one button.
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Supply orders | call-off
How to create a call-off order so a supply order is delivered in parts, and what this means for the stock change and the recalculation.
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Supply orders | purchase supply order
How to draw up a purchase supply order to a supplier, fill it in, send it to the supplier, receive the goods and link the incoming invoice.
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Items
Items | Settings
Step by step through the item settings in Robaws: master data, the overview, the functions you can activate, extra fields, default documents and time norms.
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Composite items
A composite item calculates its cost price from the loose items it is made up of, and how it differs from a post with a real substructure.
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Item types
The five item types an item can have, and what the item type replaced for hour codes and installations.
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Additional line items
Add extra item lines to an item file so that costs such as recupel, bebat or auvibel are added automatically in your sales documents.
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Can I use time norms on an item?
How to activate time norms, fill them in on the item file manually or via 2BA, and how they automatically add a labour line to your calculated quotation.
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Items | FAQ
The most frequently asked questions about the items module, with a link to the answer for each one.
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Items | General
General explanation of the items module: the overview screen, creating a new item, all fields on the item file, the tabs and the action buttons.
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Item groups
How to create, manage and assign item groups in a tree structure, where you use them in Robaws and Wappy, and how to structure them sensibly.
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Item prices & units
Working with unit types
How to create unit types and alternative names, translate Peppol unit codes, and use a stock unit, a purchase unit and an alternative sales unit.
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Tier prices
Give an automatic volume discount: with tier prices the selling price of an item depends on the quantity the customer takes.
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Price groups
Assign a price group to a customer to give a group of customers a different margin, selling price or discount - per item or across all items.
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Calculating the correct price when your supplier uses a different unit
Use the field 'quantity in package' on the item supplier to convert the supplier's purchase price into the cost price of your own stock unit.
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Alternative sales units
Convert one specific unit into other units, so that you can sell an item in a different unit and Robaws converts the price automatically.
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Stock & inventory
Stock management and stock change | General explanation
How stock management works in Robaws: preparing the item file and stock locations, ordering stock, registering stock and automatic stock changes.
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Stock change
Manual and automatic stock changes, the stock count function, booking a stock change, linking it to a supply order and keeping an eye on the reorder list.
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Stockreservations
How stockreservations set aside stock for a set period, where to consult them and how to activate the function.
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Creating a stock location
How to create a stock location from the item overview and how to link it to an item, manually or via a stock change.
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The difference between a stock location and a stockplace
A stock location is the space where an item is stored; a stockplace is the specific spot within that space.
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Consulting your stock value in Robaws
Where to find the stock value and how the three stock valuation strategies work: cost price, average cost and FIFO.
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Barcodes & scanning
Android scanners
How to link an Android barcode scanner (Zebra + DataWedge) to the Robaws App, so that you scan items in and out of your stock without manual entry.
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Printing barcodes in bulk
Robaws prints a barcode per item file; for a whole list of barcodes you use free external label software.
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Working with barcodes
Assign a barcode or QR code to your items and equipment, print them and scan them in Wappy and the Robaws App.
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