New to Retailer 3.2.1.1, a password restriction can be set to prevent selling stock items in Point of Sale where the quantity on hand is below 0.
With this enabled, a System Password must be entered if selling an item will cause the quantity on hand to be negative.
Prevent Selling into Negative QOH
To restrict selling items in Point of Sale when Out of Stock:
- From the main screen of Retailer, go to Setup → System and click the Stock tab.
- Tick the box on the option 'Restrict the ability to sell stock into negative'.
- Click Save at the bottom of the screen.
Set Password Level
By default, the Level D password is required when selling an item in Point of Sale where the quantity on hand is below 0. This can be customised in Visibility & Security - From the main screen of Retailer, click on Utilities → Visibility and Security.
- You will be asked for your Level D password. Enter it here.
- A list of password areas and functions of Retailer will appear.
- Scroll down to Area Number 421, 'Allow item to be sold into negative'
- Change the Security Level column to the desired password level.
Do not use 'Level A No Security' - Click Save in the bottom left then click Close in the bottom right
Allow certain Departments to be sold into negative
Items under particular Departments can be set to be excluded from this restriction, and be allowed to be sold below 0 quantity.
To do this:
- From the main screen of Retailer, click on Stock or Stock Maintenance, then click into the Suppliers & Departments screen.
- Click on the Department tab at the top, if it is not showing Departments.
- Click the Magnifying Glass 🔎︎ at the bottom to search for your intended Department. Select the Department and click Ok.
- Tick 'Exclude items from negative QOH Validation'.
- Click Save. Repeat steps for other Departments as necessary.