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Articles on:Purchasing, items & stock
The purchasing chain: suppliers, price requests, supply orders, your item file, prices and stock.

Categories

  • Getting started
  • Customers & quotations
  • Projects & orders
  • Planning & execution
  • Purchasing, items & stock
  • Invoicing & accounting
  • Employees & hours
  • Wappy & Robaws App
  • Documents, layout & email
  • Integrations
  • Data, import & API
  • Administration & settings
Suppliers
  • Suppliers
    Explanation of the suppliers module: the overview screen, the supplier file, the tabs and the action buttons.Few readers
  • 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.Few readers
  • 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.Few readers
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.Few readers
  • Acceptance flow
    How the acceptance flow lets several users approve a supply order or incoming invoice first, and how you set up priorities.Few readers
  • 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.Few readers
  • 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.Few readers
  • Ordering directly from your supplier
    How a webshop integration lets you send a supply order straight to your supplier from Robaws with one button.Few readers
  • 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.Few readers
  • 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.Few readers
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.Few readers
  • 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.Few readers
  • Item types
    The five item types an item can have, and what the item type replaced for hour codes and installations.Few readers
  • 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.Few readers
  • 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.Few readers
  • Items | FAQ
    The most frequently asked questions about the items module, with a link to the answer for each one.Few readers
  • 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.Few readers
  • 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.Few readers
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.Few readers
  • Tier prices
    Give an automatic volume discount: with tier prices the selling price of an item depends on the quantity the customer takes.Few readers
  • 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.Few readers
  • 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.Few readers
  • 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.Few readers
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.Few readers
  • 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.Few readers
  • Stockreservations
    How stockreservations set aside stock for a set period, where to consult them and how to activate the function.Few readers
  • 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.Few readers
  • 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.Few readers
  • 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.Few readers
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.Few readers
  • Printing barcodes in bulk
    Robaws prints a barcode per item file; for a whole list of barcodes you use free external label software.Few readers
  • 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.Few readers

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