Merchanter Knowledge Base

How to produce Stock Summaries using Merchanter OData

Published December 21st, 2022 by Ian Oldrey

On your Merchanter system you can generate the following: OData Current Stock Summary OData Last Month End Stock Summary OData Specific Month End Stock Summary Period saved Stock Summaries Most OData tables in Merchanter build data over time to give an evolving picture of that part of the business. So sales and purchase orders will gain extra orde

Release 5532 (April 2023)

Published April 5th, 2023 by Ian Oldrey

System improvements for release build 5532 Model version: 1.1.5532.5532 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner of Mer

How to manage stock locations

Published December 21st, 2022 by Ian Oldrey

Managing Stock Locations To manage the locations for a business/depot/quay, including adding products to locations, click on ‘Stock’, ‘Stock Locations & Codes’ When you first use the Stock Locations manager there will be a default location setup for each Depot and Quay setup on Merchanter. Locations Hierarchy The Locations within Merchanter ar

Merchanter Overview

Published January 26th, 2023 by Ian Oldrey

10 minute overview on Merchanter What is Merchanter? Merchanter is a cloud ERP system designed to integrate the purchasing, stock management and sales operations of a business.

Build B_6267_6361 (March 2024)

Published March 5th, 2024 by Ian Oldrey

System improvements for release build 6267.6361 Model version: 1.1.6267.6361 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

How to use the Merchanter Demo System

Published September 11th, 2023 by Ian Oldrey

The details below give guidance for using the MERCHANTER demo system. We hope you enjoy using this version of the system is for evaluating the features and usability of the MERCHANTER system. ACCESS TO THE MERCHANTER DEMO SYSTEM IS FOR COMPANIES PERMITTED BY TEN-25 SOFTWARE IT IS NOT PERMITTED TO GIVE SYSTEM ACCESS, SCREEN SHOTS/VIDEOS, OUTPUTTED

How to build an advanced OData Query

Published July 24th, 2023 by Ian Oldrey

The OData Advanced Query builder is a wizard that enables you to build an OData query that will pre-filter the data required for running reports/analysis/etc. in external analysis tools, such as Excel and PowerBI. Why do I need an OData query? By default you can extract all the data from an OData table (customer, supplier, product, sales orders, etc

Timber Certification by System Entity

Published November 8th, 2023 by Ian Oldrey

When running a trading system you can track purchases and sales by different entities in the business. There is no one right or wrong methods, it will be about selecting the entities that best suit the requirements of the business and the certification scheme being managed. Certification Schemes There are two basic types of certification scheme, wh

Build R_5755_6081 (October 2023)

Published October 26th, 2023 by Ian Oldrey

System improvements for release build 5755.6081 Model version: 1.1.5755.6081 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

HOW TO EFFECTIVELY MANAGE TIMBER STOCK USING A COMPUTER SYSTEM: A GUIDE FOR TIMBER MERCHANTS

Published July 31st, 2024 by Ian Oldrey

Timber is a great product to sell. Timber products are a rare combination of eminently practical, can be made to fit a range of applications, are aesthetically pleasing and can come with strong environmental credentials. The range and flexibility of timber as a product to sell, makes it a challenging type of product to control and manage as a sto

How to add Barcode Scanners to my system

Published January 11th, 2023 by Ian Oldrey

Adding Barcode Scanners to my system If you would like to scan barcodes as part of your operations the devices that are used will need a barcode scanner. These can be purchased through Ten-25 or directly from other suppliers. No specialist setup is required for barcode scanners, either being plug and play, or needing device pairing for Bluetooth

Merchanter API - Customers

Published December 21st, 2022 by Ian Oldrey

CustomerAccounts GET operations /CustomersAccounts –Retrieve information relating to customer accounts under the current user account’s ledger Parameters HTTP header type If-Modified-Since – a UTC timestamp (format ‘yyyy-MM-dd HH:mm:ss’). Only customer accounts that have been created or modified since this timestamp will be returned Query type Whe

How can I improve cash flow in my merchant business?

Published January 25th, 2024 by Ian Oldrey

Cash flow is always important to a business, but even more so when trading is quieter. Here are some strategies you can implement to improve cash flow: 1. Monitor and Manage Stock/Inventory: Keep a close eye on your stock levels to avoid overstocking or understocking. This will help you optimize your working capital and prevent tying up cash in e

Ten-25 Glossary

Published December 21st, 2022 by Ian Oldrey

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C D E F G K L M O P Q S T U ACP Average Cost Price - the average cost of the goods brought into a stockholding, weighted by quantity. AuraQ Is a document generation tool used to co

Build R_6652_6676 (June 2024)

Published June 4th, 2024 by Ian Oldrey

System improvements for release build 6652.6676 Model version: 1.1.6652.6676 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Build R_6446_6623 (May 2024)

Published May 16th, 2024 by Ian Oldrey

System improvements for release build 6446.6623 Model version: 1.1.6446.6623 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Managing Preferred Suppliers against Products

Published July 26th, 2023 by Ian Oldrey

Products in Merchanter carry one Preferred Supplier that is the prime preferred supplier for that product. In addition you can add any number of additional suppliers that the product can or has been ordered from. For each Supplier you can set their code for that product, that can appear when you raise a purchase order for that supplier and product

Using Barcodes in Merchanter

Published January 6th, 2023 by Ian Oldrey

We are often asked by clients “can I use barcodes with the system?” to which there is more detail to discuss than a simple yes or no answer would cover.This document gives a simple overview of using Barcodes as part of your Merchanter system. It focuses on 2D (vertical stripe) barcodes. The use of QR codes will be available for other functions and

Merchanter API

Published December 21st, 2022 by Ian Oldrey

Introduction TheMerchanter API is a RESTful service to facilitate integration betweenMerchanter and other client systems. Authentication Atthe time of writing this document, the Merchanter API service uses basic authentication.This allows the clients to authenticate themselves by providing a username andpassword in the Authorization HTTP header. Res

Using the Reorder Report to create suggested purchase orders

Published August 3rd, 2023 by Ian Oldrey

From the Low Stock Products Report you can create a Reorder Report. This report is used to fine tune the quantities to order and the suppliers to source from, before automatically creating the purchase orders. Using the Reorder Report to generate Purchase Orders There are a series of steps to running the Reorder Report Step 1 - Setting Preferred Su

Setting Minimum, Target and Maximum Stock Levels

Published July 26th, 2023 by Ian Oldrey

The method by which Merchanter determines which products to reorder (purchase) and the quantity to order is by setting the Minimum, Target and Maximum stock levels for each stock controlled product, for each depot in the business. Setting Minimum(Min), Target and Maximum (Max) stock levels against a product There are three places you can set the s

Don't let “a dip in the market” be your story

Published July 5th, 2023 by Ian Oldrey

There are currently some big market forces out there that as an independent business we have no control over. As the winds of “a slowing in the market”, “rising interest rates” or “a drop in demand” blow through your business, it can be easy to take refuge in factors and influences that are out of our hands. But rather than resigning to the thing

Stock Turn - what is it and how to use it

Published December 21st, 2022 by Ian Oldrey

Stock turn is a calculated figure that looks at the average amount of stock you have of a product, over a period of time, and the amount sold (used including milling) over that period. Those figures are the extended out to give a predicted stock turn figure for the year. The higher this number the more effectively the stock is working for the busi

Build R_5755_6069 (October 2023)

Published October 26th, 2023 by Ian Oldrey

System improvements for release build 5755.6069 Model version: 1.1.5755.6069 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Average vs. Last vs. Standard Cost Prices

Published December 21st, 2022 by Ian Oldrey

Within a product on Merchanter there are three main cost prices that are recorded and can be used for different purposes. Average Cost Price (ACP) This is a weighted average of the cost of the stock that has been brought into the depot. This is often the most accurate position of the cost of the product, relative to the stock that has been brought i

Cost Prices on Movements (vs. Costs on Sales Order Lines)

Published August 30th, 2023 by Ian Oldrey

Movements always use Depot ACP First thing: Movements in Merchanter always use Depot ACP, regardless of what the order says. How do different cost prices work? Merchanter tracks: Last Cost Price (Price of last purchase for product anywhere in the business) Standard Cost Price (A price set by the user they wish to use as their notional cost price

Merchanter API - Products

Published December 21st, 2022 by Ian Oldrey

Authentication At the time of writing this document, the Merchanter API service uses basic authentication. This allows the clients to authenticate themselves by providing a username and password in the Authorization HTTP header. Operations Content Types GET operations can send data in either XML (the default) or JSON format. If JSON is required, the

Product dashboard KPIs

Published December 21st, 2022 by Ian Oldrey

When looking at a product record these Dashboard KPIs give useful summary information about the product. Available to User types Ops Basic Pro Super Prime Product KPIs Not all KPIs are available to all user roles. Free stock in yard Main value: Shows the free (available) stock at the depot that you are logged into Secondary value: Shows the total ph

Build R_7068_7218 (November 2024)

Published November 13th, 2024 by Ian Oldrey

System improvements for release build 7068.7218 Model version: 1.1.7068.7218 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Quick search and add new cash customer on Sales Orders

Published October 17th, 2024 by Ian Oldrey

Using the Quick Customer search and Cash Customer Create Tool. Merchanter has an optional Find/Create mode for Sales Orders and Sales Orders from the Basket, which is useful for businesses who have frequent new customers who's details they wish to setup easily as a new cash customer record. Learn how to setup Quick Customer search and create here Ho

How secure is the Merchanter cloud system?

Published July 4th, 2023 by Ian Oldrey

The Merchanter system is developed on a platform called Mendix from Siemens. This link provides information on the cyber security in place for the platform, cloud, etc.

Selling a product with unit and weight based prices

Published September 29th, 2023 by Ian Oldrey

When selling products the stock method will determine the ways in which the quantity can be entered and the prices can be set. Choosing an alternate price unit will reprice the current price to the new unit of measure. Once amended this can then be changed again to other price units if needed.

Dashboard KPI Overview

Published December 21st, 2022 by Ian Oldrey

Each user can select the Key Performance Indicators (KPIs) that would be most useful to their work in the business. The video gives an introduction to the KPIs and how to set them up. Personalising your dashboard KPI settings Adding pre-built KPI groups Creating a new KPI group Adding, sequencing and removing KPIs from a group Viewing KPIs on the

How to stock control with locations

Published December 21st, 2022 by Ian Oldrey

In Merchanter stock can be managed in two ways by the locations that the stock is held: Stock controlled by Location Stock controlled by Depot, with non-controlled locations Stock controlled by location Stock controlling a product by location is beneficial to the operations as it is quicker to find products for picking. There is more operational wo

Sales Order Flow in Merchanter

Published January 22nd, 2024 by Ian Oldrey

There are a number of potential routes through a sales order in Merchanter. Below is the basic flow of sales orders: Basket - the Basket is used to pull together products that a customer may be interested and can be used to add those products to a Retail Sale, Draft Order, Quote or Purchase Order. Draft Order - a draft order is an initial way to bu

How do Shared User Logins work?

Published January 5th, 2023 by Ian Oldrey

What are User Accounts and Employees? With the system there are Employees and User accounts. Employees Employees are th With the system there are Employees and User accounts. Employees Employees are the people who work for the business User Accounts User Accounts are the system users with their appropriate user role (what they can do) User Role Set

Build R_6652_6653 (May 2024)

Published May 26th, 2024 by Ian Oldrey

System improvements for release build 6652.6653 Model version: 1.1.6652.6653 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Build R_6715_6797 (June 2024)

Published June 20th, 2024 by Ian Oldrey

System improvements for release build 6715.6797 Model version: 1.1.6715.6797 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Build R_6652_6702 (June 2024)

Published June 5th, 2024 by Ian Oldrey

System improvements for release build 6652.6702 Model version: 1.1.6652.6702 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Doing a fast retail sale in Merchanter

Published January 5th, 2023 by Ian Oldrey

Adding a fast retail sale is useful for trade counter sales, or taking quick phone orders. The quick retail sale is limited in the options you have, so that the process can be as fast as possible. Overview video - Entering a retail sale Your browser does not support HTML5 video. If you are looking to enter a more advanced quote or order with negotia

Checking the price history on a sales order

Published July 19th, 2024 by Ian Oldrey

It is useful being able to look at the price history on any sales order line, there are three places to check: Checking an order line in view mode Firstly if you are just checking an order (not editing it), you can click the three dots menu at the end of a line and click 'Price history' Checking an order in edit mode If you are editing the order cli

How to Create WooCommerce Consumer Key & Secret

Published December 21st, 2022 by Ian Oldrey

Step 1: Open settings Log in to your WordPress dashboard. There, select WooCommerce and open Settings Step 2:Open REST API In Settings, you will see a bar including General , Product , Tax , Shipping , Payments , Account & Privacy , Emails , and Advanced . Open Advanced. There, choose REST API. Step 3:Create APIkeys

Forward Contract Types (Incoterms 2020)

Published December 21st, 2022 by Ian Oldrey

These are the contract definitions from the UK government website for import/export. You can set default contract types for purchase orders and forward contracts in the ledger settings, or change on an order by order basis. Incoterms 2020 EXW - Ex Works The seller makes the goods available at the seller’s location, so the buyer can take over all

Build R_6715_6842 (June 2024)

Published June 25th, 2024 by Ian Oldrey

System improvements for release build 6715.6842 Model version: 1.1.6715.6842 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

How to create suggested purchase orders automatically

Published August 3rd, 2023 by Ian Oldrey

The Suggested Reorder features in Merchanter can be used to run a Low Stock Report and generate purchase orders to maintain optimum stock levels for each depot/location. This video gives a brief run through on using the reorder functions. There are additional articles covering the detail of setting up and managing your automated reordering.

Merchanter Sales Order Flow

Published September 10th, 2024 by Ian Oldrey

Video Guide - Sales Order Flow (2 min) Sales Order Flowchart

Sales order lines with 100% discount in Xero

Published September 27th, 2024 by Ian Oldrey

If you add sales orders with order lines that have 100% line discount, when they are invoiced and exported to Xero, they are entered with the quantity in place and the total value of the line as a discount value. Xero does not accept 100% discount as valid entry.

How to print product barcode labels

Published January 6th, 2023 by Ian Oldrey

In the standard Merchanter system is the ability to print barcode product labels. Unlike barcode scanners that open to the makes and models available, the product label printing uses Zebra label printers. With a Zebra label printer comes the Zebra Label designer. This can be used to configure the data and its layout on the label stock. Label sizes

Introduction on how to add a sales order to Merchanter

Published September 10th, 2024 by Ian Oldrey

Add a sales order to Merchanter This article outlines some of the principles and features for adding sales orders to Merchanter Video 1 - Ways to start a new sales order (1min) Video 2 - Selecting a customer for a sales order (1:30) Video 3 - Ways to add products to a sales order (1:30) Video 4 - Different ways to enter quantity in a sales order (3m

Release 5755 (June 2023)

Published June 20th, 2023 by Ian Oldrey

System improvements for release build 5755 Model version: 1.1.5755.5755 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner of Mer

How does the Merchanter Product Catalogue manage FSC or PEFC material?

Published November 9th, 2023 by Ian Oldrey

Yes - Against a product record you can setup what certification is relevant to trading it. This will be the default setting for purchasing and selling this item. This article refers to FSC and PEFC, but other certification schemes are equally applicable. Should I certify by product? You can certify by a number of entities (customer/supplier/product

How to extract Merchanter data into Excel

Published December 21st, 2022 by Ian Oldrey

OData extract into Excel Odata is a common data standard that enables trading data from Merchanter to be used in other systems, especially reporting and analysis software such as Excel. Available to User types Ops Basic Pro Super Prime How to import OData into Excel* * Other applications also use OData OData is commonly available in other re

Running an Advanced OData Query

Published July 24th, 2023 by Ian Oldrey

To run an Advanced OData Query use the following steps (example using Excel, but similar operation for other OData tools): Step 1 - Copy OData Query In Merchanter navigate to the OData Queries (Reports > Advanced Analysis > OData Queries) Double click the Query you wish to use Run through the wizard (all entries should be as required, but can

Product Barcode setup on Merchanter

Published January 11th, 2023 by Ian Oldrey

Setting up to use product barcodes on Merchanter When using Merchanter we want to be able to find products quickly and accurately by scanning the barcode on the product. For this we need to add codes to the product record in Merchanter Using the Manufacturer/Supplier Barcode When setting up a product you can add a manufacturer or supplier barcode u

How to add a new customer record

Published May 11th, 2023 by Ian Oldrey

There are a number of methods of adding a new customer record to Merchanter. This article deals with the methods for adding a single customer record to the system. There are other articles for uploading multiple customers using spreadsheet data. Add a new customer from a blank record From the top banner of Merchanter click the +New button Select t

How does the link to Sage work?

Published December 21st, 2022 by Ian Oldrey

The automated link to Sage 50 – Once an invoice run is done it posts the invoices to Sage. Those invoices are then picked up from Sage and brought back into Merchanter. There is no action needed on Sage to bring them back, so assuming the web service is doing a regular update, the whole picture should only be at most a few minutes out of date at a

Counter Sales Training Programme

Published October 17th, 2023 by Ian Oldrey

User Interface Training Dashboard KPIs Activity Timeline Global Search and banner controls Account settings Contact, product & order views Customer, Suppliers & Contacts Customer view & edit Create new quick cash customer Create full customer account Contact create, view & edit Sales Orders – Making Sales Using the basket Raising quo

Build R_6446_6517 (April 2024)

Published April 5th, 2024 by Ian Oldrey

System improvements for release build 6446.6517 Model version: 1.1.6446.6517 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Build R_6446_6584 (May 2024)

Published May 1st, 2024 by Ian Oldrey

System improvements for release build 6446.6584 Model version: 1.1.6446.6584 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Build R_6446_6523 (April 2024)

Published April 11th, 2024 by Ian Oldrey

System improvements for release build 6446.6523 Model version: 1.1.6446.6523 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Merchanter API - Sales Orders

Published December 21st, 2022 by Ian Oldrey

Authentication At the time of writing this document, the Merchanter API service uses basic authentication. This allows the clients to authenticate themselves by providing a username and password in the Authorization HTTP header. Operations Content Types GET operations can send data in either XML (the default) or JSON format. If JSON is required, the

Build R_5755_6165 (November 2023)

Published November 29th, 2023 by Ian Oldrey

System improvements for release build 5755.6165 Model version: 1.1.5755.6165 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Negotiating prices in sales orders

Published January 3rd, 2023 by Ian Oldrey

When Negotiating Order Prices, Merchanter features options for and information based on products and Customer purchase history. This video gives an overview of Negotiating Order Prices. Your browser does not support HTML5 video. On your Merchanter system you can:Use various methods to decide and make changes with Negotiating Order Prices. Setting pr

Adding product alert notes to products

Published December 28th, 2022 by Ian Oldrey

Within a product you may want to alert a user when they are buying or selling the item that there is something they should be aware of. This can be done from the product record by setting up a product line alert Adding a product line alert From the product record add a new note (header of the activity timeline on the product dashboard or the Notes t

Taking PDQ payments using Paymentsense

Published March 30th, 2023 by Ian Oldrey

Tendering Payments using Paymentsense When entering a cash sale the payment screen presents the available tender types, that can include online payment card payment options. If the selected tender type is Online/Manual, the payment tendering page will look like : The currently selected terminal for the transaction is initially set from the default t

User Settings - Reporting Levels

Published December 21st, 2022 by Ian Oldrey

Setting User Role for Reporting Setting User Roles > Reporting levels will affect the KPIs that a user can see Settings User Administration User Roles Select user role to edit Module > Reporting Set level to: None - cannot see any reporting Low - can view basic reports Mid - can view basic and advanced reports High - can view basic and advance

Build R_5755_6026 (September 2023)

Published September 26th, 2023 by Ian Oldrey

System improvements for release build 5755.6026 Model version: 1.1.5755.6026 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Using Barcodes for sales and purchases

Published January 11th, 2023 by Ian Oldrey

Using Barcodes for sales and purchases Once a barcode is added to product record it can be used as part of the system to find products. This is standard in the Merchanter system and requires no additional software or licences. When in the basket, or building sales or purchases, scanning the barcode will lookup the product. With the basket, scannin

Purchase Order Flow in Merchanter

Published January 22nd, 2024 by Ian Oldrey

When placing simple purchase orders in Merchanter this is the basic order flow. This article covers basic purchase order processing, but does not cover Forward Contracting. Purchase Orders vs. Forward Contracts In Merchanter both purchase orders and forward contracts can be processed. Purchase orders are generally used when products are going thro

How to log a call with helpdesk

Published January 4th, 2023 by Ian Oldrey

HOW TO LOG A HELPDESK CALL: 1. Either call 01202 893693 or email support@ten-25.co.uk with as much information as possible on the assistance required. 2. A call will be logged on the TSL helpdesk system, and issued a call number. 3. The customer can request a specific support engineer, but TSL cannot guarantee the time they will get back to you. 4.

Auto-Coding Products in Merchanter

Published December 21st, 2022 by Ian Oldrey

Merchanter Product Auto-Coding Merchanter has the ability to automatically generate the main product code for the products within the system. This can save time and effort both with the setup of initial product data, and adding new products to a live system. The auto-coding tool can either be used for all products on the system or only to apply to n

How much does a merchant ERP system cost?

Published June 6th, 2023 by Ian Oldrey

When looking for an ERP system to handle the order processing and stock control for your merchant business, there are several factors that influence the cost. Firstly, it is worth finding an ERP solution that is a great fit for your merchant business, as different software packages will suit different styles of operation. WHAT TYPE OF ERP PACKAGE S

Merchanter OData Tables

Published December 28th, 2022 by Ian Oldrey

Reporting Tables Use in Excel, PowerBI, etc. Credit notes - the credit note records including invoice and account credit notes Customer - details of customer records On Costs - the additional costs around purchases and forward contracts Payments - the payments associated with cash sales Pricing - price tables Product - the product records Suppliers

How to stock check a unit product

Published January 26th, 2023 by Ian Oldrey

This video is based on checking a single item in the Demo system https://cloud2.ut400.net/ How to stock check a single product Find the product to check (global search, products search, basket, recents, timeline) In the product record click on the ‘Locations’ tab There are 3 buttons against each location Adjust - Apply a stock adjustment if you kno

Should I use Automated Suggested Reordering?

Published July 26th, 2023 by Ian Oldrey

The Merchanter suggested reordering is a powerful feature set that enables the system to keep an eye of the trading patterns and stock levels of the products in the business, and speed the production of purchase orders to maintain the optimum stock levels. Take this short quiz to see if you would benefit from using automated suggested reordering: Do

What is a Product Type on a certified product?

Published November 9th, 2023 by Ian Oldrey

When setting a certification scheme(s) against a product you can also select the ‘Product Type’. This is the classification of the product by the certifying body (i.e. FSC, PEFC). By setting this classification against the scheme in the product, when it is stamped against the movements for the product the certification scheme and product type is re

How does the ERP system handle length control of timber products?

Published January 9th, 2024 by Ian Oldrey

When buying, stocking and selling timber products, along with other length controlled items like metal beams, there are a number of options on how to manage them within your trading and stock management (ERP) system. With timber being an item that a customer may want to buy a number of different lengths, or order a total running meterage that is su

Build R_5755_6104 (November 2023)

Published November 6th, 2023 by Ian Oldrey

System improvements for release build 5755.6104 Model version: 1.1.5755.6104 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

How to take Customer account payment at trade counter

Published March 13th, 2023 by Ian Oldrey

If a customer with a credit account wishes to make a payment towards their account whilst at the trade counter, this can be processed using the following steps. Selecting invoices to pay off Go into the customer record Click on the financials tab either - Select the invoices to pay off and click on ‘Account payment selected’ or - click on ‘Account

Build R_5755_5991 (August 2023)

Published August 31st, 2023 by Ian Oldrey

System improvements for release build 5755.5991 Model version: 1.1.5755.5991 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Guide to Zebra Label Printers

Published January 11th, 2023 by Ian Oldrey

Zebra Printer Guide Printers come in 4 categories, that determine how many labels per day they can print, based on a 102mm/4’’ width Desktop up to 200 labels per day Mid-range up to 3000 per day Industrial up to 8000 per day High end 24/7 printing Print methods DT direct thermal DT direct thermal this is a semi-permanent print method, this uses the

Merchanter Overview - Plumbing & Heating Supplies

Published October 25th, 2023 by Ian Oldrey

Here is a quick introduction to Merchanter for Plumbers' Merchants selling plumbing and heating supplies. What is Merchanter? Merchanter is a cloud ERP system designed to integrate the purchasing, stock management and sales operations of a business.

Build R_5755_5973 (August 2023)

Published August 31st, 2023 by Ian Oldrey

System improvements for release build 5755.5973 Model version: 1.1.5755.5973 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Checking out customer information in Merchanter

Published February 3rd, 2023 by Ian Oldrey

Merchanter has rich trading information about the customers you deal with. This video gives a brief overview of the typical information you can find. Dashboard - the activity timeline and key statistics about the customer About - basic trading settings Addresses - the invoicing and delivery addresses for the customer Contacts - the people and their

Merchanter API - Depots

Published December 21st, 2022 by Ian Oldrey

Authentication At the time of writing this document, the Merchanter API service uses basic authentication. This allows the clients to authenticate themselves by providing a username and password in the Authorization HTTP header. Operations Content Types GET operations can send data in either XML (the default) or JSON format. If JSON is required, the

Using the Low Stock Product Report

Published August 3rd, 2023 by Ian Oldrey

The Low Stock Products Report is used for reviewing the items that should potentially be purchased/created in order to maintain an optimum stock level. You can run the Low Stock Products report in Purchasing > Low Stock Products This view/report is pre-filtered to the Active Depot that you are logged into. Change the active depot (link top right

Build R_5755_6197 (December 2023)

Published December 15th, 2023 by Ian Oldrey

System improvements for release build 5755.6197 Model version: 1.1.5755.6197 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Reconciling Merchanter Credit Invoices in QuickBooks

Published May 25th, 2023 by Ian Oldrey

So with credit invoices there are two ways of handling the reconciliation in QuickBooks. Customer pays direct into bank account (BACS, Bank Transfer, etc.) If the customer pays directly into your bank account (BACS, Bank Transfer, etc.) then the money will appear in your bank feed and can be reconciled to the invoice or multiple invoices that the p

Creating a quote for a customer

Published February 17th, 2023 by Ian Oldrey

Merchanter can be used to raise a quotation for a quantity of items and a price for customers. This is to generate a quote document that the customer can refer to when placing future orders. Other methods of letting a customer know of their buy prices for items are via Price Check - quick price lookup for a customer/product combination Price Lists

End of Day cashing up report

Published June 14th, 2023 by Ian Oldrey

After processing the End of Day cash reconciliation a pdf report is generated. This report can be used by management to confirm the day's takings, but is most useful for the finance team to reconcile payments into the financials software. End of Day Report The end of day report has a number of sections: Closing Balances Total amounts received by te

Doing an invoice run in Merchanter

Published December 21st, 2022 by Ian Oldrey

In Merchanter sales orders can be processes as cash sale or on a credit account. The cash sales generate invoices either at the point of full payment, or payment and supply, where the credit account invoices are generated using a batch process. Why run a batch rather than creating invoices once supplied? There are two purposes to running a batch in

Build R_6220_6267 (January 2024)

Published January 26th, 2024 by Ian Oldrey

System improvements for release build 6220.6267 Model version: 1.1.6220.6267 How do I find out what version my system is on? There are two places to see the version your system is currently on: Login screen When logging in the version number is shown under the username and password fields Version info Click on the user icon in the top right corner o

Stock Confidence - what is it and how to use it

Published December 21st, 2022 by Ian Oldrey

What is Stock Confidence? Stock Confidence is a rating on the confidence of the stock you have. When a product has stock first entered, or a stock count is done it gets a confidence rating of 100%. The confidence rating degrades over time at a rate calculated by an algorithm. The algorithm is influenced by factors such as how much you have in stock

What are User Accounts and Employees?

Published January 5th, 2023 by Ian Oldrey

With the system there are Employees and User accounts. Employees Employees are the people who work for the business User Accounts User Accounts are the system users with their appropriate user role (what they can do) User Role Set with a User Account, the User Role are the settings that control the capability for each user Most employees will have a

How to add Supplier Price Lists to Merchanter

Published December 21st, 2022 by Ian Oldrey

Once loaded into the system the prices will help anticipate price changes, can ensure purchases are placed with the lowest price supplier, and can be used to automatically drive selling prices. The 10 minute video gives a demonstration of extracting a spreadsheet of products, mapping and importing the new prices into the system. Ways to import sup

Merchanter API - Stock

Published December 21st, 2022 by Ian Oldrey

Authentication At the time of writing this document, the Merchanter API service uses basic authentication. This allows the clients to authenticate themselves by providing a username and password in the Authorization HTTP header. Operations Content Types GET operations can send data in either XML (the default) or JSON format. If JSON is required, the

How to update Microsoft Word document templates

Published January 6th, 2023 by Ian Oldrey

This is an overview of the way to work with Microsoft Word and AuraQ Document Generator to edit templates for MERCHANTER document generation Microsoft Word Templates Designing documents is predominantly done in Microsoft Word. This document will give some of the features to use, but a thorough understanding of Word is useful. Additional tools and

Managing Minimum (Min), Target and Maximum (Max) Stock Levels on a product/depot

Published January 11th, 2024 by Ian Oldrey

For managing the stock levels for a depot stock holding within a product (product/depot) there is a screen to manage the different levels. Within this screen you can review historic stock levels, purchases and sales and manipulate the way that the Min, Target and Max stock levels are set, triggering low stock warnings and building suggested reorderi

How to Product Prices and Costs interact?

Published October 11th, 2023 by Ian Oldrey

Product Base Price and Cost interactions When managing a product (including setup) there are different price and cost fields that can work in different ways according to how you manage them: The fields in the Product Record are managed either manually or automatically through trading. These fields then interact with the other pricing tools (Price S

Add a quote for a special product and link to a purchase order

Published September 29th, 2023 by Ian Oldrey

When creating a quote you can sell from stock, catalogue or special products. Special products are non-stock controlled and have no default price. They do have a stock method appropriate to how they will be purchased and sold, and have no default price or cost. Specials should be used to one off items that are not going to be stocked and are unlik

Understanding Stock Methods

Published January 3rd, 2023 by Ian Oldrey

Merchanter allows merchants to stock-control products to different levels according to product type. Decide how best to stock, buy and sell products on a product-by-product basis using the following features; This video gives an overview of Stock Methods. Your browser does not support HTML5 video.

How to update Product Base Prices in bulk

Published March 31st, 2023 by Ian Oldrey

How to update Base Prices in bulk The Bulk Price update tools in Merchanter make it easy to either upload from a spreadsheet, or manually manipulate product Base Prices Why is it called a Base Price In Merchanter the key selling price of a product is called the ‘Base Price’. Most businesses set the base price as the retail or highest selling price

Merchanter Price Tools

Published October 11th, 2023 by Ian Oldrey

Merchanter Price Tools Merchanter has a series of pricing tools that can be used in combination to sell at the best price for any customer/product combination Price Table - A Price Table is based on “customer bands”, quantity breaks or a combination of customer bands and quantity breaks. They use a formula or fixed prices to calculate a price depen

What if my cash drawer is locked and I don't want to reconcile it now?

Published June 14th, 2023 by Ian Oldrey

When a cash drawer is set to run the End of Day report it is locked to prevent additional sales being processed whilst the counting is being done. If you set the drawer to run the End of Day in error then click on the Reports drop down next to the relevant cash drawer. Select the ‘End of Day Overview’ This shows all the previous end of day reports,

Merchanter API - User Accounts

Published December 21st, 2022 by Ian Oldrey

User Accounts GET operations /Accounts/me – Retrieve information relating to the current user account Parameters – none Response schema & body (JSON) Attribute Name Data Type Max Length Notes Response Body (JSON) FullName String 200 Full name of the user account { "FullName": "", “EmailAddress”: “”, "IsLocalUser": false, "IsMultiLedger

Doing a Direct-to-Site order

Published February 17th, 2023 by Ian Oldrey

When placing a sales order where all the items are being supplied by one supplier and they are sending the items directly to the customer, so there is no requirement to receive and dispatch items through one of your depots or stockholdings, then a Direct-to-site sales order can be used. Direct-to-site by order line In Merchanter sales orders individ