#IntroductiontoMerchanter

Learning and Support for Merchanter ERP

Training Checklist

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Feb 18
2 min

Product Stock Locations Overview

Product Stock Locations allow the creation of Locations within Merchanter to manage stocks of Products in the system. This is both to stock control to location level and to display multiple locations a product may be held whilst recording stock at a depot level. On your Merchanter system you can: View Existing Product Stock Locations: · Product View > Locations Tab · Main Depot Location · Other Depot Locations · Quays Design Product Stock Location

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Oct 29, 2021
1 min

Create a Product Kit

Creating a Product Kit allows fast ordering of proposed products and will be quick to retrieve in the system. This video gives an overview of creating a Product Kit. What are Kits of products? Kits are products that are often sold together, and sometimes getting a deal or better price by being brought as a group. On your Merchanter system you can: - Access the Purchasing Menu - Purchases - + New Banner Controls – Kit - About Tab: - Enter a Kit code - Enter a Description - Ent

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Oct 22, 2021
1 min

Negotiating Prices on Orders

When Negotiating Order Prices, Merchanter features options for and information based on products and Customer purchase history. This video gives an overview of Negotiating Order Prices. On your Merchanter system you can: Use various methods to decide and make changes with Negotiating Order Prices. When at the Order Line view within an Order: - Hover over the order line Price and it will display a order history tooltip Price Detail (click the Clock icon - next to price) - Ove

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Oct 22, 2021
1 min

Adding Products to Orders

Adding Products to an Order can be achieved in multiple ways. This video gives an overview of the Sales Order Process. On your Merchanter system you can: Use various methods to create add a Product to an Order. Retrieve an existing order or complete the first steps of an Order: (For existing orders select edit and add products to the order) - When using the Basket – add products and when ready, create a Sales Order - Filter products by category – navigate to products by using

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Oct 22, 2021
1 min

Sales Order Overview

A Sales Order can be created from various areas within Merchanter. Orders will pass through the following stages: Draft – Allocate – Dispatch This video gives an overview of the Sales Order Process. On your Merchanter system you can: Use various methods to create a Sales order. Draft > Overview Sales Menu – Sales Order +New - + New Order - Confirm Order information - Enter - Customer information - Find a customer by name, address or Customer code - Confirm - Supply & Payment

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Oct 21, 2021
1 min

Using the Basket

The Basket allows fast collection of products for orders and will be quick to retrieve in the system once a sales order has been created. This video gives an overview of the Basket. On your Merchanter system you can: Use the basket to add products to generate a Quote or Sales order. - Go to the Basket view and find a product + (Add to basket symbol) - Product view – Add to basket - Global search – find a product – Add to basket - Home page – Recents Panel – Products Tab – pro

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Sep 10, 2021
1 min

Unit vs Measured Stock Control

Merchanter allows merchants to stock-control products to different levels according to product type. This video gives an overview of Stock Methods. On your Merchanter system you can: Decide how to stock, buy and sell products on a product-by-product basis using the following features; Unit stock control product - example; Zinc Woodscrews - Live products overview - Product view - Stock tab - Physical – Allocated – Free - Future stock – Purchase orders raised but not yet receiv

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Sep 10, 2021
1 min

Understanding Stock Methods

Merchanter allows merchants to stock-control products to different levels according to product type. Decide how best to stock, buy and sell products on a product-by-product basis using the following features; This video gives an overview of Stock Methods. On your Merchanter system you can: Decide on the best unit stock methods that will impact product handling within Merchanter; - Customers and Products- how do you consider you products for stock and selling - Stocking produc

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Sep 8, 2021
1 min

Stock Taking Overview

Stock taking allows fast confirmation of product stock and will be quick to retrieve in the system. This video gives an overview of Stock taking. On your Merchanter system you can: Manage Stock taking by single or multiple users Step 1 : Identify What to Count - Use filters to be more specific - Confirm - Schedule for counting Step 2 : Assign Counts - Select products - Create stock count job - Draft Stock Count – Enter Ref - Enter – Employee - Close until count needed Step 3

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Sep 8, 2021
1 min

Stock Check a Product

Checking a Product's Stock information allows greater management of proposed products and will be quick to retrieve in the system. This video gives an overview of a Stock Checking a Product. On your Merchanter system you can: · Find a Product via; Global search/Customer/Supplier/Recent order · Stock Tab · Review Stock Information Physical – In stock Allocated – Assigned to orders Free – Physical minus Allocated Confidence Rating – indicates likelihood of correc

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Sep 6, 2021
1 min

Create a Purchase Order

Creating a Purchase Order allows fast ordering of proposed products and will be quick to retrieve in the system. This video gives an overview of creating a Purchase Order. On your Merchanter system you can: - Access the Purchasing Menu - Purchases - + New - Enter Supplier Information - Create Purchase order - Select Products & Confirm Pricing - Confirm Purchase Order - Review Information and Confirm - Issue documentation: Print or Digital #CreatePurchaseOrder #Introductionto

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Sep 3, 2021
1 min

Create a Sales Quote

Creating a Sales Quote from various areas of the software allows fast delivery of proposed orders and will be quick to retrieve in the system. This video gives an overview of creating a Sales Quote. On your Merchanter system you can: - Create a Sales Quote from: +New in the banner controls Basket Customer Account page - Sales Menu – Sales Quote - + New Quote - Confirm Quote information - Quote Order type options: Context sensitive to Quotes and will impact orders as they are

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Sep 2, 2021
1 min

Create a Contact, Contact Views and Edit

Creating a Contact within a Customer account will allow Merchanter to automate documentation processes and identify key individuals within a business for direct department communication. This video gives an overview of creating a Contact within a Customer Account, accessing Contact Views and Editing. On your Merchanter system you can: - Search for a Customer from the Contacts Menu - Company details - select View - Navigate to the Contacts tab - +New - Enter New Customer Conta

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Sep 2, 2021
1 min

Create a Full Supplier Account

Creating a Full Supplier Account will allow Merchanter to create a deep information resource, that can accelerate processes and allow management, performance tracking and review cycles. This video gives an overview of creating a Full Supplier Account. On your Merchanter system you can: - Access New Supplier Account from the Contacts Menu or Banner Controls - Within the Supplier View use +New - Contacts Menu – Supplier +New Complete the required information: 1. General Informa

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Sep 2, 2021
1 min

Create a Full Customer Account

Creating a Full Customer Account will allow Merchanter to create a deep information resource, that can accelerate processes and allow management, performance tracking and review cycles. This video gives an overview of creating a Full Customer Account. On your Merchanter system you can: - Access New Customer Account from the Contacts Menu or Banner Controls - Within the Customer View use +New - Select prototype for a new customer accounts Follow the New Customer Wizard steps t

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Sep 2, 2021
1 min

Create a New Quick Cash Customer

The Create a New Quick Cash Customer feature helps speed up the Sales order process. This video gives an overview of efficiently setting up a Quick Cash Customer. On your Merchanter system you can: - During a Cash Sales Order, access the option to; Add a Quick Cash Customer (by clicking the New+ button, this will start an order faster) - New Sales Order - +New Cash Customer - Assign tasks to other users - Select from Customer prototypes - Enter – General Information - Assign

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Sep 2, 2021
1 min

Customer Views and Editing Overview

The Customer views help to identify key information on the business processes with editing features to ensure information is up to date. This video gives an overview of efficiently accessing content using the Customer view and editing features to update key information. On your Merchanter system you can: - Contacts Menu – Access Customer Views - Access key Customer information - Review Customer Timeline activity - Review Customer KPI information - Access Customer Address Maps

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Sep 1, 2021
1 min

Overview of Contact, Product and Order Views

Merchanter Views will provide access to information on Contacts, Orders and Products. On your Merchanter system you can: - Review a full range of Contact information tabs - Navigate efficiently via Searches and Filters - Search using – Ref Code / Product name / Contacts / Order numbers - Customers menu - Check purchase history - Suppliers menu - Confirm company details are up to date - Products Menu - Live Product - Views show different fields of information depending on what

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Sep 1, 2021
1 min

Account Settings Overview

Account Settings allows users to configure critical account information and operating settings of Merchanter. On your Merchanter system you can: - Set user image - easily identifiable aids searching - Set Active Depot - Set Printer - Set Cash Drawer - Set PIN - release on hold orders and purchases, and for shared terminals to track order entry. - Change your password – Forgotten Passwords can be resolved by contacting Ten 25 directly - Personalise Dashboard KPI - Version info

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Aug 31, 2021
1 min

Global Search and Banner Controls Overview

The Global Search allows users to navigate to specific products, orders and customers using a easy to use search bar. The Banner Controls accelerate business operations within the system, allowing future review of Favorite processes and Task setting operations. This video gives an overview of efficiently accessing content Using the Global Search and content tools using the Banner Controls. On your Merchanter system you can: - Use Global Search to access content - Ref Code / P