In SwiftLogistics.app, making adjustments to your inventory is a common and necessary task to ensure that your records accurately reflect your actual stock levels. Whether it’s correcting discrepancies, updating quantities, or making other changes, here’s how you can make adjustments:

Making Adjustments

  • Access the Dashboard: Log in to your SwiftLogistics.app account and navigate to the “Inventory” or “Stock” section, where you can view your current inventory.

  • Locate the Item: Find the item you want to adjust. You can use search filters, categories, or simply scroll through your inventory list.

  • Adjust Quantity: Click on the item to view its details. Look for an option like “Adjust Quantity” or “Edit.”

  • Enter Adjustment Details: In the adjustment form, specify the quantity change. You may need to enter a reason or comment explaining the adjustment, which can be helpful for tracking purposes.

  • Save Changes: After entering the adjustment details, save your changes. SwiftLogistics.app will update your inventory records accordingly.

  • Review History: It’s a good practice to review your adjustment history to keep track of any changes made to your inventory. You should find a history or audit log section where you can see all adjustments made over time.

Adding Purchases

Adding purchases to SwiftLogistics.app helps you keep track of the goods you acquire for your business. This process ensures that your inventory remains up-to-date and accurate. Here’s how to add purchases:

Access the Purchases Section: Navigate to the “Purchases” or “Supplier Orders” section on the SwiftLogistics.app dashboard.

Create a New Purchase Order: Look for an option to create a new purchase order or record. Click on it to begin.

Fill in Purchase Details: Enter the necessary information for your purchase, which typically includes the supplier’s name, order date, expected delivery date, and the items you’re purchasing with their quantities.

Review and Confirm: Double-check all the information you’ve entered to ensure accuracy. Confirm the purchase order when you’re satisfied.

Receive the Goods: When your purchase arrives, go back to the purchase order and update it to mark the items as received. This step helps SwiftLogistics.app update your stock levels accurately.

Invoice and Payment: If applicable, you can also use SwiftLogistics.app to manage invoices and payments related to your purchases.

Adding Orders Adding customer orders is a crucial aspect of managing your business operations effectively. Here’s how to add customer orders in SwiftLogistics.app:

Access the Orders Section: Navigate to the “Orders” or “Sales” section on the SwiftLogistics.app dashboard.

Create a New Order: Look for an option to create a new order or sales record. Click on it to begin.

Enter Customer Details: Start by entering the customer’s information, including their name, contact details, and shipping address.

Add Products: Select the products the customer is ordering and specify the quantities. You can also include any special instructions or notes.

Review and Confirm: Double-check all order details to ensure accuracy. Confirm the order when you’re ready.

Fulfill the Order: As you fulfill the order and ship the products, return to the order record to update its status. This step helps SwiftLogistics.app keep track of the order’s progress.

Importing Orders If you have a large number of orders to input or need to migrate existing order data into SwiftLogistics.app, you can streamline the process by importing orders. Here’s how to import orders:

Prepare Data: Organize your order data into a compatible format, such as a CSV (Comma-Separated Values) file. Ensure that the data includes all necessary details like customer information, product details, quantities, and order dates.

Access Import Tool: Look for an “Import” or “Bulk Import” option within the “Orders” section.

Upload Data: Use the import tool to upload your prepared CSV file.

Mapping Fields: SwiftLogistics.app may ask you to map the fields in your CSV to the corresponding fields in the app. This ensures that the data is imported correctly.

Start Import: Initiate the import process, and SwiftLogistics.app will process your data and create the corresponding order records.

Review Imported Orders: After the import is complete, review the imported orders to confirm that all information is accurate.

By following these steps, you can efficiently make adjustments, add purchases, add orders, and import orders in SwiftLogistics.app, helping you maintain precise inventory records and streamline your logistics operations.