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Guides

How to do each job in Outlyz, step by step.

Stuck on something

Call us and we will walk you through it on the phone.

Setting up

Branches and locations

How to create a branch, what "Location" means on all the other forms, and how the branch picker at the top of the screen changes what you see.

Sort your products into categories

Group your products into categories and subcategories. It keeps the product list and its filters easy to read.

Add a product

How to make a product and its variants in Outlyz, using the four questions on the "Add Product" form.

Add a variant to a product

How to add one more thing to sell under a product you already have, and what each question in the "Add New Variant" form is really asking.

Read the products list

The Products screen is where every other job in Outlyz starts. What each column means, how to search and filter it, how to read the stock figure, and how to open a product to reach its Variants, Batches and Units tabs.

Getting stock in

Add a batch of stock

Put a counted delivery into Outlyz. Add it as loose stock or as a labelled crate, and save what it cost you.

Track each item by its own number

Give every cylinder, keg or dispenser its own number. Add them one at a time or in a run. Then see where each one has been.

Set up serial prefixes

Make the short codes that start your unit numbers. Then Outlyz builds numbers like BTL001 for you when you add stock in bulk.

Fix prices and stock in a spreadsheet

Get your whole product list as one Excel file. Set the prices and counts in it. Send it back, and see what will change before anything is saved.

Containers you get back

Track bottles, crates and cylinders you expect back

Mark an item as one that comes back. Charge a deposit when you sell it. See who still holds it. Pay the money back when the empty comes in.

Keeping the numbers right

Record and read stock movements

Stock Movements is the running list of goods coming in, going out and moving between branches. It is also where you add the ones no sale makes.

Count the shelves against the book

Walk the shelves, type what is really there, and let Outlyz fix the book to match what you found.

Find stock that is about to expire

The "Expiring Soon" page shows lots that go out of date soon. Pick 30, 60 or 90 days ahead. It also tells you which branch is holding them.

Find and freeze a bad lot

Type a lot number. See where that stock is sitting, stop the till from selling it, and get the list of people to call.

Thinking a problem through rather than doing a job? Those are in articles.