Processing New Stock

After initially setting up 4Hire, there will be no stock in the system yet. To get 4Hire to recognize the stock that you would like to hire out you need to click the “Process New Stock” button on the Stock tab.

This opens the Unprocessed Hire Stock screen. This screen shows you a list of all the Stock Items that have not been added to the 4Hire Stock system.This screen shows you a list of all the stock that exists in any Hire Stock Locations that you specified in the initial setup process. To proceed, select a stock item and click the “Process Stock” button.

You will then be presented with a wizard that will guide you through the stock setup process. The first step is to add the stock item to your Price Lists (see previous section). You are presented with a list of all you Price List Types on the far left, followed by a list of the Price Lists that belong to that type in the middle of the screen. As you select different Price List Types on the left the list of Prices Lists in the middle will be updated. 

By clicking on a Price List Type and then a Price List, the amount in the Value Ex Tax box will change, this allows you to at the stock item to all your lists at the determined prices all on one screen. Alternatively you can choose to select the “Add to all pricelists at $0.00” checkbox to quickly add the item to all price lists, but remember to later go back and change the prices to your desired rates or the items will be added to contracts without a price.

If you have selected a serial tracked stock item and you have the Fixed Assets module installed, you will then be presented with a question asking if you want to create the items as a Fixed Asset. This is further explained in the Fixed Assets section of this guide.

The wizard will then complete and you should repeat the process for all the stock that you wish to hire out to customers.