Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Note: After creation, you are able to see Last Sold date on book details records.

  1. Select + Add from the Product Maintenance screen, then select Add Book.

Image Removed

  1. The following

modal with
  1. popup will display:

    Image Modified

  2. Select Adopt from Buyer’s Guide.

  3. Scan/Search by Author, Title, ISBN, Book Key, Edition, Imprint or Copyright

.Scroll and/or use arrows, in the lower right corner, to move through the list
  1. .

  2. Select Adopt

button
  1. on the

line. A
  1. desired title.
    Create new or new and used? dialog box

like this
  1. will appear.

Image Removed
  1. Image Added
  2. Select Supplier.

  3. Select New or New and Used

accordingly
  1. as desired.

  2. Once selected, you will receive confirmation message that it has been created and be taken to the Edit Book screen.

  3. Verify all information in Edit Book screen and select Save.

    1. Note: Book Details are not the New and Used records, scroll down to verify the information on those.

Image Added

Image Removed

Image AddedImage Added

Digital

  1. To check for a Digital version, scroll to the top of the page, under Digital select Check For Update

  2. Image Modified

    If no digital is available, popup will display.

  3. Image Modified

    If digital is available, popup will display.

    Image Modified

  4. If available, Digital field will update

on top
  1. and new Digital tab will appear.

Image Removed

Edit Title if needed

  1. Use the Check for Update button as needed to update digital record. Last Refresh date will update.

  2. To see transactions, select, Show Transactions.

  3. Search for transactions

by Transaction #, Customer Name, or Customer Account #. OR utilize the Digital Transaction Date From/To field to search through a date range
  1. and to see more information, copy the transaction number and search in Transaction Search. Alternatively, go to the customer account and search the transaction in the Customer transactions tab.

  2. Select Save.

Image RemovedImage RemovedImage Removed

Image AddedImage Added

Trade Book

  1. Select +Add Trade to create a Trade version of the title.

    1. Use Undo button to remove if desired before save.

  2. Trade version will be added to the bottom of the book details.

  3. Add Cost and Selling Price.

  4. Select Save.

Image Added

Image Added

Inventory

Receiving on purchase orders or conducting a physical inventory are the best ways to get SOH set on products but sometimes you need to make a manual adjustment.

  1. Manage Stock On Hand by selecting Adjust SOH. It will open a window to adjust SOH.

  2. Enter in QTY adjustment, (to subtract put - in front of the amount)

  3. Select Reason from drop down

  4. Enter Comment for adjustment, if desired.

  5. Select OK to save.

  6. Stock will adjust and be tracked on the stock adjustment report.

image-20240502-212912.pngImage Added

Status
colourRed
titleFirst Published 05/18/2021

Status
colourBlue
titleEdited 0507/1811/20212023

© 2021 PrismRBS  All rights reserved.