Inventory Site

  • Cocoacc is able to track your inventory on multiple sites or locations. You enter site in Site combo box on any sales / purchase / inventory apps.
  • Site combo box is hidden by default. It is not necessary to show it If you keep inventory on single location.
  • To make Site combo box visible, go to Option tab of the application you are running and check on the Multiple Sites option. Site combo box appears on application form instantly.
  • Multiple site option is part of data record. Invoice with multiple site option on will show the site field or combo box. On the other hand, invoice with multiple site off will hide site field.
  • You can add, rename or delete site from Site Window.To open Site window, select “Add/Delete …” item from Site drop-down list.
  • And this is Site window.
  • To add new site, enter site name and address in Add/Update tab as follow. Don’t forget to check new site option.
    • Primary — Primary site will be shown on top of site’s drop-down list.
    • Inactive — Check this option to prevent users from entering transactions on such site. For example, if you mark site ‘Chicago’ as inactive. Then Invoice, Sales Receipt, Sales Return, Item Receipt, Bill, Payment, Credit Card Charges, Adjust Inventory, Transfer Inventory cannot add/update/void or delete record which referring to Chicago site.
  • Since the name of default site is “Warehouse”. You may want to rename it to something meaningful. Go to Rename tab, select desired site and enter new name.
  • To delete site, go to Delete tab and select desired site from drop-down list and click Delete button.
  • When finish add / delete site, click OK button to refresh list of site in drop-down.