Swiftcount Inc.
Swiftcount manual — 7
  • 7
  • 1
Table of Contents
Swiftcount Inc.
  • Swiftcount manual — 7
    • Swiftcount manual — 7
    • Swiftcount manual — 1
GrabGrab
GrabGrab
  • Welcome to our new Swiftcount platform
    • Getting started
      • Create a new company
      • First login
    • Adding users
      • Reducing User Licenses
    • Adding Products
      • Add products by importing and excel file
      • Add Products Manually
    • Products
      • Copy a product
      • Update product information
      • Update product information via Excel
      • Uploading quantity from Excel via Product Location file
      • Upload a product image
      • Delete a product (change status to inactive)
      • Create custom fields
      • Delete a custom field
      • Rename / edit a Unit Of Measure (UOM)
      • Check overall product details and reports
      • Change the primary location of a product
      • Push products from an integration (sales channel) to another
      • Manage assigned price lists from the Product Details screen
      • Assign UOMs to a product
      • Remove a UOM from a product
      • Assign a category to a product
      • Add new suppliers (from « products »)
      • Assign suppliers to a product
      • Unassign suppliers from a product
      • Check the movement history for a specific product
      • Assign a primary warehouse to a product
    • Counts on portal
      • Assign new users to a count
      • Change count status
      • Overwrite counted product quantities from a specific count
      • Create/Schedule a recount
      • Check count progress & reports
      • Process a count
      • Delete a count
      • Change the recurrency of a count
      • Inventory in a hurry
    • Locations on Portal
      • Change the name of a location
      • Create reports based on locations
      • Create product based reports
      • Do a mass transfer (from a location to another)
      • Do a mass movement in
      • Do a mass movement out
      • Process movements
      • Assign products to a location using an excel file
      • Assign products to a location
      • Unassign products from a location
      • Set a reorder point (by location)
      • Delete a location
        • Mass Delete Locations
      • Export a replenishment / restock report (pick list)
      • Add/Import locations
      • Add/Import locations manually
      • Add/Import locations using an excel file
      • Assign products to a location manually
      • Move product quantities in and out
      • Transfer products to another location
    • Purchase Orders on the portal (Inbound)
      • Overwrite received product quantities from a specific purchase order
      • Bulk receive a Purchase Order (PO) to a specific location
      • Add new suppliers (from « Orders »)
      • Assign products to a supplier (from « Orders »)
      • Unassign products from a supplier (from « Orders »)
      • Create a purchase order (inbound) manually
      • Import Purchase Orders from a 3rd party platform
      • Create/Import purchase orders
      • Assign users to a purchase order
      • Send a purchase order to a supplier
      • Print a purchase order
      • Delete a purchase order
      • Process a Purchase Order (Inbound) from the browser
    • Sales order from the Portal (Outbound)
      • Process a Sales Order from the SwiftCount browser
      • Create a sales order manually
      • Import sales orders from a 3rd party platform
      • Create/Import sales orders
      • Assign users to a sales order
      • Send a sales order to a customer
      • Delete a sales order
      • Process a Sales Order
      • Overwrite shipped product quantities from a specific sales order
      • Download sales / shipped report
      • Bulk ship a sales order from a location
      • Pre-assign a quantity to pick for a sales order
      • What is a Sales Wave Pick
        • Sales Wave Pick in SwiftCOUNT
        • Creating a Sales Wave Pick
      • Create a sales wave pick
      • Assigning sales wave picks to mobile devices
      • Manage a sales wave pick
      • Wave pick listing and selection on a mobile device
      • Manage transactions on a sales wave pick
      • Wave pick details screen and picking products on a mobile device
      • Completing a Wave Pick
      • Assign picked products in a wave pick to the different sales in the wave pick.
    • Labels
      • Print barcodes for products
      • Print barcodes for locations
    • Skids
      • What is a Skid
      • Manage skids
      • Create a new skid
      • Delete a skid
    • Account & Profile settings
      • Set up manual / automatic movement processing
      • Applying a coupon to get a free period
      • Change account password
      • Reset database
      • Update user profile image
      • Update user information
      • Change user password
      • Send a message to a user
      • Delete users (change status)
      • Assign a place (warehouse/store) to a user
      • Create a new customer
      • Update customer information
      • Delete a customer
      • Create/Add a tag/SwiftID
      • Edit a tag/SwiftID
      • Delete a tag/SwiftID
      • Set up / change outbound settings
      • Import a production order from a 3rd party platform
      • Print a production order report
      • Edit a production order
      • Process a production order
      • Find the location of specific serial/lot numbers
      • Check movements of products with serial/lot numbers
      • Disconnect SwiftCount from a 3rd Party integration
      • Connect SwiftCount to Spire
      • Check the connection between SwiftCount and Spire
      • Connect SwiftCount to Shopify (and vice versa)
      • Sync inventory with multiple sales channels (Sync-It)
      • Assign Units of Measure to products using an excel file
      • Create/Import categories
      • Create/Import categories manually
      • Create/Import categories using an excel file
      • Create/Add Units Of Measure (UOMs)
      • Rename the Master Unit Of Measure (UOM)
      • Delete a category
      • Rename a category
      • Add a warehouse/Store
      • Rename a warehouse/store
      • Add new suppliers
      • Delete a supplier
      • Update supplier information
      • Assign products to a supplier
      • Unassign products from a supplier
      • Add new suppliers (from « Settings »)
      • Assign products to a supplier (from « Settings »)
      • Unassign products from a supplier (from « Settings »)
      • Delete a recurrent count
      • Connect SwiftCount to a 3rd Party integration
      • Update company details
      • Change company’s profile image
      • Update count frequency notifications
      • Update payment information
      • Download a Swiftcount invoice
      • Upgrade/downgrade plan
      • Cancel subscription
      • Set up privacy / notifications settings
      • Set up language, time zones and currency
      • Update user permissions
    • Analytics
      • Check the movement history from the Analytics module
    • Other Components
      • What is a price list and how to define it.
      • Assign UOM to products via Excel
    • Customers
      • Assign/Change a price list for a customer from the “Customer Details” screen
    • Swiftcount App
      • Counts
        • Count with barcodes
        • Count without barcodes
        • Select the location during a count
        • Use the Swift Keyboard
        • Use the calculator
        • Use Autoscan
        • Count Audit: see what has already been counted
        • Select a unit of measure (UOM) during a count
        • Complete/Finish the count
        • Add/Create a product during a count
      • Inbounds (Purchase Orders)
        • Import a purchase order by scanning its barcode
        • Receive a purchase order
        • Create a new location when receiving a purchase order
        • Process an Inboud Purchase Order (PO)
    • Swiftcount with Spire
      • Connecting Swiftcount To Spire
        • Adding a pgadmin user for Swiftcount connection
      • Additional resource videos
      • Recorded training sessions
      • Troubleshooting Mismatch on hand and available
      • Deleting multiple sales orders
      • Training Videos on the new platform
    • Additional information and resources
      • TC21-TC22 Zebra Scanner
      • Other resources
      • Wiping Swiftcount from memory on an Android device
      • Changing server to then new user7 server
      • Emulating a mobile device from the computer
    • Review videos
      • Simple onboarding recorded sessions
    • Swiftcount with Sage 300
      • Video Training Library
      • Various Videos – Resetting Database
      • Additional resource videos for Sage 300
    • General Troubleshooting
    • New platform User 7 F.A.Q.
      • Inventory Counts
    • SwiftCOUNT AI
    Download as PDF

    Additional resource videos

    Adding a pgadmin user for Swiftcount connection
    Recorded training sessions

    This page includes various utilities that can be performed between Swiftcount and Spire for additional troubleshooting and functionality

    Resetting Swiftcount Database

    Full Data reset with Spire

    Assigning warehouses to users

    Sales wave pick with recurrency

    Reimporting order from Spire

    Spire Add suffix to manage backorders

    Spire consolidate data from Spire to Swiftcount

    Video on how to transfer locations from Swiftcount to Spire via Excel

    Re-Allocate inventory / Match quantities between Swiftcount and Spire

    Consolidating items between Swiftcount and Spire

    Fixing on hand quantities in Swiftcount to match what is in Spire via an adjustment

    Video on how to change part numbers. First in Swiftcount then in Spire

    Adding a pgadmin user for Swiftcount connection
    Recorded training sessions

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