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Getting Started
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Employees
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Products / Items
- Adding images to items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Create Custom Fields for Items
- Importing Item List
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- How to Create a Group Item
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- Linked Combo Group
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- How to Check Price and Stock
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Customers
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Quotations
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Order Management
- Create a Custom Order Status
- Check stock availability for an Order
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- How to create a Backorder
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- Converting an Order to a Sales Invoice
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- How to create a Packing Invoice
- Consolidated Item View for Orders
- Managing Deposit in Orders
- Change Payment Mode of Received Deposit in Order
- Create Sales Return for Invoiced Orders
- Create Sales Return for non Invoiced Orders
- How to Create an Exchange in Orders
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- How to Check Attribute Stock when Creating an Order
- How to Create Contractor Orders
- How to Return Deposit to a Customer
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- Cancel an Order with a Deposit
- Order Workflow
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- How to Modify Schedule Delivery Date
- How to Add a Group Item to an Order
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- Requested Delivery Date in Orders
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- Order Staging
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Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to create a credit sale
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- How To Perform Sale
- How to set Loyalty Points
- How to Redeem Loyalty Points
- How to Enroll a Customer for Loyalty Points
- How to Define Penalty
- How to Collect Penalty Payments from Customers
- How to Manage Credit Card Commission
- How to Collect Partial Penalty from a Customer
- Assign Serial Number to Invoice
- Discount Types and Their Calculations - User Guide
- Finance Agency Commission
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In House Finances
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Purchases
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- How to make payment to Payment Aggregator
- Managing Unload Schedule
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Inventory
- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- How to Check Stock in Stock Manager
- Complete Inventory Correction
- How to do a Stock Transfer
- How to Print Quick Lookup Numbers (QLNs) for Items
- How to create a Serial / SKU Transfer Request
- Transferring Stock QLN items from Multiple Warehouses
- Complete Inventory by Location for Non QLN Items
- Stock Correction for Accurate Inventory Adjustment
- Inventory Correction - QLN/Serial Number status
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- Selling an Item with a Serial Number
- Stock Transfer of an Item with Serial Number
- How To Change Serial Number Of Faulty Item
- How to add opening stock of an item with Serial Number
- Purchase with serial number
- How To Assign Serial Number After Purchase
- How To Reassign Serial Number In Sales Invoice
- Create An Item With Serial Number
- How to Change Serial Number in Invoice
- Inventory Correction - QLN/Serial Number status
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Delivery Management
- How to add delivery driver details in AltheaSuite
- How to define Delivery Area and Delivery Charges
- How to check and Print Pending Orders
- How to Accept and Start a Trip
- How to define Pickup Slot
- How to create a Delivery Invoice
- How to create a Pickup Invoice
- Delivery Schedule on Map
- Modifying Delivery Dates for Delivered Orders
- Customer Pickup Schedule
- Sending Delivery Notifications in AltheaSuite
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Finance Books
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Service Calls
- Manage Loaner
- Manage Document Status and Action Status for the Service Document
- How to create Customer Item Userfields for Service document
- Create Sales Invoice against the Service Document
- Track history of a Service document
- Reschedule Service Call
- How to Create Invoice in Service Call
- How to Create Service Call Document
- Receive Deposit In Service Call
- How to Create A Trip
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Business Intelligence
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Settings
- Configuring Invoice Email Format
- How to add a Printer in AltheaSuite
- Configuring Purchase Order Email Format
- How to change Printing Format of Documents
- Configuring Payment Gateway
- Online Shop
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- AltheaSuite Integration with QuickBooks Online
- AltheaSuite Integration With Hubspot
- AltheaSuite Integration With UPS
- ShipStation Integration
- Shopify Integration
- Integration UPC Item DB and Barcode Lookup
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
- How to Connect your Email ID to AltheaSuite
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How to set the Reorder Rules for Items
To set the Reorder Rules for the items in AltheaSuite, follow the steps given below;
Step 1: Login to your AltheaSuite account.
Step 2: From the main menu options, go to Purchases à Reorder Management.
Step 3: If you are managing multiple warehouses, you can set the different Reorder Rules for different warehouses. Select the warehouse from the left section of the screen.
Step 4: Select the item to set the Reorder Rule and click on Assign Reorder Rule to Selected Items. You can also select multiple items to assign reorder rule.
Step 5: To select all items, click on the checkbox in the header.
Step 6: In the Assign Reorder Rule window,
Reorder when the stock is less than: Enter the quantity when an item is considered to be low in stock and should therefore be reordered. The system will compare the current stock of the item from the warehouse with the quantity specified here for the Reorder.
Purchase to maintain safety stock: The Item quantity specified in this field will be required to calculate the PO Quantity so that the item stock is maintained.
For example, if you enter reorder when the stock is less than as 5 qty and quantity to maintain as 20 qty for the item and if the current stock for the item is less than 4 qty. Now when you check for the reorder items from the Stock Manager, you will see this item in the grid because the current stock of the item (4 qty) is less than the reorder quantity (5 qty). The system will now calculate the ‘Quantity to Reorder’ for the PO based on the Safety Stock.
Quantity to Reorder = (Minimum Safety Stock) – (Current Quantity)
In this case, the Quantity to Reorder will be (20) – (4) = 16 qty
When you create a purchase order based on reorder level, the system will automatically generate a purchase order for the item with 16 qty so that the stock of the item is maintained.
Always Purchase Fixed Quantity: The quantity specified in this field will be considered as the Purchase Order quantity when item stock falls below the reorder stock. In this case, the system will always generate PO with the fixed quantity that is specified.
For example, if you enter reorder when the stock is less than as 5 qty and quantity to maintain as 20 qty for the item and if the current stock for the item is less than 4 qty. The system will then generate the PO with 20 qty for the item.
Minimum Stock Require for Online Shop: The item quantity specified here will be considered for the E-Commerce website that is linked with the AltheaSuite.
Step 7: Once the Reorder Rule for the item is saved, you will see the Reorder Rules in the grid.








