Rate Update in Accoxi

It helps the user to change or update the sales rate of the products and it also helps to manage the sales in Branches.

Rate Update in Accoxi

Rate update is one of an important form in Inventory module. It helps the user to change or update the sales rate of the products and it also helps to manage the sales in Branches.

Rate Update

Rate Update In Accoxi (1)

Click on the Inventory module and select Rate update.

 

When click on the Rate update option, then it opens to Rate update search page.

 

 

Rate Update Search

Rate update search consist of various menus and it shows the details of all the updated product rates that already entered. It shows the details of product batch, barcode, date of rate update, old sales rate and new sales rate.

Rate Update Search

1. Filter

Filter of rate update can be done in two ways-Either user can directly enter the batch name into the search bar near filter option or by clicking the filter drop down. The user can filter the data by Product, batch or by date. Rate updates data will appear on the basis of details entered in to the filter tab.

          

2. Refresh

If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch   the new data.  

                      

3. +New Rate Update

This menu is using for the purpose of create a new rate update. By clicking on the +New Rate Update menu, it opens to new rate update form.

New Rate Update

  Fields

                       Description

Product

It is the option to select the product that you want to update rate. By clicking on the select option, list of created products will appear on the tab and can select the required one.

Update To

Here user need to select the option of Ho or Branch, to update the product rate. By clicking on the select option, it shows the list of branches, HO and all.

If the user want to change the rate of product for a particular branch, click on the select option and select the required branch, then the rate update will be effected only of the product were the selected branch.

Show Batch

After select the product and branch, click on show batch option to update the rate of selected product. While clicking on the show batch, number of batches of the selected product will appear on the screen also it shows the batch name, barcode, MRP, purchase rate and sales rate.

Sales rate

Sales rate will automatically appear on the field, to change the rate of the product, click on the sales rate field and use the up and down keys to adjust the rate.

Save

After enter the whole details, click on the Save menu to save new rate update.

Clear

Clear menu is for clear or removing the entire data that entered by the user.

Exit

Exit menu is using for go to the previous page without saving the rate update form.

 

 

4. Export

The details of rate update can be export to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

       

           

Steps to Rate Update

  • Click on the Inventory module and select the option Rate update
  • Then click on the option +New Rate Update
  • Click on the product option and select the product that you want to update rate
  • After select the product, need to select the option of Ho or Branch, to update the product rate. By clicking on the option, Update To it shows the list of branches, HO and all
  • Click on the show batch menu to access all the batches of the selected product
  • Then click on the Sales rate and enter the updated rate of the product
  • After enter the whole details, click on the Save menu to save new rate update.

 

 

 

 

Frequently Asked Questions?

01Can I update the product rate for a particular branch?

Yes, you can update the product rate for a particular branch by Rate Update option in Inventory module.

  • Click on the Inventory module and select the option Rate update
  • Then click on the option +New Rate Update
  • Click on the product option and select the product that you want to update rate
  • After select the product, Click on Update To option and select the branch that you want to change the rate

02Is there any option to export the Rate update details to excel format?

Yes, you can export the rate update data to excel format by using the Export option on Rate update search.

  • Click on the Inventory module
  • Select the option Rate Update
  • Then it opens to Rate Update Search page, click on the Export button at the top right corner near the +New button.
  • Select the file location and click on save.

03What is the use of Rate Update in Accoxi?

Rate update is one of an important form in Inventory module. It helps the user to change or update the sales rate of the products and it also helps to manage the sales in Branches.

04How to set rate update of a particular product?

  • Click on the Inventory module and select the option Rate update
  • Then click on the option +New Rate Update
  • Click on the product option and select the product that you want to update rate
  • After select the product, need to select the option of Ho or Branch, to update the product rate. By clicking on the option, Update To it shows the list of branches, HO and all
  • Click on the show batch menu to access all the batches of the selected product
  • Then click on the Sales rate and enter the updated rate of the product
  • After enter the whole details, click on the Save menu to save new rate update.