Adding Items

Items can be added using either the Deliveries & Collections (Drops) area or the Stock Manager.

• Add a Collection Item via Deliveries & Collections
• Add an Item Directly via the Stock Manager

Add a Collection Item via Deliveries & Collections

Step 1 - Create Drop (a drop is a collection and/or delivery of items from/to a single address)

• Select the Deliveries & Collections area.
• Pick the desired collection date from the calendar.
• Press the New Drop toolbar button.

A progress bar may appear briefly while the contacts/addresses data is first indexed.

Step 2 - Enter Drop Address

• If the collection address may have been used before within the system, enter 3 or more letters of the person's name to search for them.
• As you type, the results will automatically filter (the more you type the less results are shown). If the required name & address appears in the results, highlight the address and press Pick.
• If the collection address is new to the system press Add New Contact and enter the new details accordingly.

You can search other fields too (such as address and post code) by dropping down the Search Within box.

Step 3 - Add Item(s) to Drop

• Press the New Collection Item toolbar button.

• Select the item's category and type (weight) and press OK.

• Update any item specifics as required and press Save.

• You can press the Add Collection Item again to add more items.
• Once all of the items have been added to the drop press Save.

About Drops Lists

A drops list can be printed at any time by pressing the Print Drops List toolbar button in the Deliveries and Collections area. This will print all of the visible drops, to change the visible drops adjust the calendar date and/or Van & Drop Time Slot filters.

Add an Item Directly via the Stock Manager

Items may also be added directly using the Stock Manager, such items include "walk-in" donations or stock purchased from suppliers.

Step 1 - Create Item

• Select the Stock Manager area.
• Press the New Item toolbar button.

A progress bar may appear briefly while the contacts/addresses data is first indexed.

Step 2 - Enter Supplier (or Donor) Address

It is good practice to store each supplier's address were possible as this information can be used for Gift Aiding items and/or reporting purposes.

If the supplier's address is unknown or anonymous press Cancel and a "blank" address will be placed under the new item's supplier's details.

Otherwise...

• If the supplier's details may have been used before within the system, enter 3 or more letters of the person's name to search for them.
• As you type, the results will automatically filter (the more you type the less results are shown). If the required name & address appears in the results, highlight the address and press Pick.
• If supplier is not already in the database, press Add New Contact and enter the new details accordingly.

You can search other fields too (such as address and post code) by dropping down the Search Within box.

Select Item's Category and Type

• Select the item's category and type (weight) and press OK.

Check Item Details and Save

• Update any item specifics as required and press Save.

The item may not appear in the Stock Manager's stock list if no search is active or the filter criteria does not match the item's details. In most cases simply pressing List Items will make your new item(s) appear.