Retailer allows you to more efficiently manage your stock in a warehouse situation by allowing you to assign your inventory a locale. This allows you to quickly and easily find and manage what stock you have on hand and assists in ordering the stock you need.

Creating Locales

1. From the main screen of Retailer click on Stock -> Suppliers & Departments and click on the Store Locale Tab.
2. To add a new locale click on 'Add'.
3. Type in a description of the locale and put in any additional notes you require. Notes are not mandatory.
4. Click 'Save'.
5. Repeat the process until you have added all the locales you require.

Adding a Locale for a Stock Item

1. From the main screen of Retailer click on Stock -> Stock screen.
2. Click on the magnifying glass at the bottom of the stock screen and use the find stock screen to locate the item you wish to set a locale.
3. Once you have located the item click on the Locales tab at the top of the stock screen.
4. Click on 'Add'.
5. Click on the drop down list and select the locale you wish to assign this item to.
6. Double click in the notes section to add any notes you wish to accompany this locale.
7. Click 'Save'.
8. You are able to have multiple locales for one item. If you wish add any additional locales for the same stock item simply repeat the process.

Adding a Locale for a Department

1. From the main screen of Retailer click on Stock -> Suppliers & Departments
2. Use the magnifying glass to the bottom of the screen to find the department you wish to set up.
3. Click on the drop down box marked 'Locale' and select the locale you wish to assign.
4. Once you have selected the locale you will have three options. The latter two options only appear if the department previously had a different locale set. You can choose multiple options by ticking them.
   
• Update stock in the selected department that has no locale to new locale.
• Update stock in the selected department with old locale to new locale.
• Update stock in selected department that has a locale that was not the old locale to new locale.

Adding a Locale for a Category

1. From the main screen of Retailer click on Stock -> Suppliers & Departments
2. Click on the Category tab.
3. Use the magnifying glass at the bottom of the screen to find the category you wish to set up.
4. Click on the down box marked 'Locale' and select the locale you wish to assign.
5. Once you have selected the locale you will have three options. The latter two options only appear if the category previously had a different locale set. You can choose multiple options by ticking them.
• Update stock in the selected category that has no locale to new locale.
• Update stock in the selected category with old locale to new locale.
• Update stock in selected category that has a locale that was not the old locale to new locale.

When adding or arriving stock Retailer will take the locale from the stock item first; if there isn't one it will then take the locale from the category, then finally the department.

Reporting Using Locales

1. Stock Enquiry Screen (Press [ALT]+[T] from anywhere in Retailer) - The locale of the item will now be displayed on the screen.
   
2. Stock Reorder Report (Reports -> Stock Reports -> Stock Reorder Report) - You will have the option to show the locale of items on the report and any notes.
   
3. Invoice Arrivals Reports (Reports -> Stock Reports -> Invoice Arrivals Report) - You will have the option to show the locale of items on the report and any notes. This will assist in placing stock in the correct location after its arrival.
   
4. General Stock Listing (Reports -> Stock Reports -> General Stock Listing) - You will be able to filter the report by locale as well as group stock items on the report by locale. You will also be able to show any locale notes.
   
5. Supplier Stock Listing (Reports -> Stock Reports -> Stock Listing Reports -> Supplier Stock Listing) - You will have the option to show the locale of items on the report any any notes.
   
6. Stocktake Listing (Stock Maintenance -> Stocktake -> Stocktake Listing) - You will have the option to show the locale of items on the report and any notes.
   
7. Stocktake Discrepancy (Stock Maintenance -> Stocktake -> Stocktake Discrepancy) - You will have the option to show the locale of items on the report and any notes. Using this you will be quickly be able to locate any additional stock that you may not have counted.
   
8. Orders Report (Stock Maintenance -> Orders -> Orders Maintenance) - You will have the option to show the locale of items on the report and any notes. You will also be able to sort by locale within order.