Fred Office Plus
If you have moved from an existing POS system to Fred Office Plus rather than from a blank database, perform these tasks as soon as your installation is complete.
| Tasks | How to find | How to fix |
|---|---|---|
| Inventory tasks | ||
| Check that all items scan at the POS till. | POS: Check all items scan at the till. |
Add an alias to item stockcard. Create new items using Create Item Wizard or Item Manager. |
| Ensure items are matched to AppCAT. | Inventory Report: AppCAT Matching |
Match via item stockcard > Links AppCAT Bulk AppCAT Matching Wizard (via Tools menu, Items) |
| Apply AppCAT changes |
Item stock card Assistants AppCAT |
Apply via item stockcard > Links AppCAT Bulk via Assistants > AppCAT |
| Pack quantities |
Item stock card Assistants AppCAT |
Update via item stockcard > Inventory & Ordering Suppliers Bulk via Assistants > AppCAT |
| Items have department/category set |
Item stock card Inventory Report: Item Pricing Details |
Update via item stockcard. Bulk via Quick Action Wizard. |
|
Correct item pricing *Also applies to OTC items that can be dispensed |
Inventory Report: Item Pricing Details |
Update via item stockcard. Right-click Send to Pricing Review then Pricing > Pricing Review. Item Manager then Pricing > Pricing Review. Pricing Plans then Pricing > Pricing Review. See Pricing Review. |
| Correct stock on hand and committed quantities |
Inventory Report: Item Pricing Details Inventory Report: Committed Stock Report |
Update via item stockcard. Assistants > Stocktake > Stocktakes in Fred Office Plus. |
| Enter promotions that were current prior to conversion | Wholesaler promotion files available on the Fred Help Centre | Pricing > Promotions |
| Set services or nonprofit items to be Non-Inventory / Not Discountable | Inventory Items |
Update via item stockcard Options Bulk via Quick Action Wizard. |
| Ordering tasks | ||
| Resolve open orders | Ordering Open Orders |
Right-click Receive Invoice Right-click Close Order |
| Review supplier set up in system | Contacts Suppliers |
Update via supplier card (set supplier type, match to AppCAT, rename, etc). Create a new supplier (add to items in bulk via Quick Action Wizard if required). |
| Account tasks | ||
| Set up account groups | Assistants Groups |
Add to Group by right-click Add to Group function Manage via Assistants > Groups |
| Reporting tasks | ||
| Set up favourite reports to assist ongoing data maintenance | View existing scheduled reports via Reporting Dashboard |
Create a user report Share a report Schedule a user report to automatically email |