Swiftcount Inc.
Swiftcount manual — 7
7
1
Table of Contents
Swiftcount Inc.
Swiftcount manual — 7
Swiftcount manual — 7
Swiftcount manual — 1
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
Analytics
Update user permissions
Check the movement history from the Analytics module
Update user permissions
Check the movement history from the Analytics module
Feedback
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