User`s guide

Furniture Wizard User’s Guide

unavailable), it is because the stock check has discovered at least one item on the invoice is not

available at the default location. In this case, you will have to manually process this invoice.

Select manually process to

decide whether to create a

PO> or manually choose

which location to take the

item from.

If items are in stock in the

Whse or Showroom, those

options will appear on this

menu, and you can click

“From Whse” or “From

Showroom” to take the item

from that location.

2) If no buttons are grayed out, and you would like to reserve the item from the default

warehouse, click the “On Hold” button. If you would like to take the item for immediate pickup,

click the “Delivered” button.

3) If you need to Manually Process the invoice items, click on Manually Process. In many

cases, this is the option you will be selecting. (This is how you generate a Purchase Order for the

item.) Please refer to the section Manually Process above for explanation of this process.

To change this action, double click on the red X and the action will change to “none.”

4) Now select the action you want to take by filling in the Qty and Branch and clicking

“Reserve Stock” or “Create PO” in the right side of the screen. Verify the correct action will be

taken in the Process Actions section. You can scroll to the next invoice item by clicking on the

blue arrows.

5) When you are finished with the Invoice items, click on Process Inventory. Remember the

Invoice Qty must equal Qty Processed in order to Process Inventory! If you receive an error

message regarding this, double-check quantities entered, Furniture Wizard will update the

selected inventory quantities and return the message “Inventory Processed.”

6) If you had created a PO, you will see the Purchase Order form with a complete purchase

order filled out with the items you are requesting. Please refer to section Purchase Orders for

more detailed information on how to create and receive Purchase Orders.

7) Next step will take you to “Print Sold Tags” in case you want to print the tags to mark the

items as sold.