Use the Forward Cover Report (ApeksOPS > Reports > Forward Cover) to determine which products to buy first. This report is similar to View Short Stock, but this is more suited to businesses with high turnover products, with frequent incoming […]
Archives: Knowledge Base
View Short Stock
Use the View Short Stock page (ApeksOPS > Purchase Orders > View Short Stock) to determine what you need to buy, and how much. This page looks at the past few weeks of sales and estimates how many weeks until you […]
Process Overview
These are the fundamental tasks you need to undertake to run your business. Some of these are handled by WooCommerce, the rest are handled by ApeksOPS.
Attachments
ApeksOPS allows you to upload attachments to store documentation against Purchase Orders, Suppliers, and other documents and entities. An attachment can be any file but common examples include PDFs, Word documents, and scanned images. All of the main maintenance pages […]
Download to Excel
Many of the list/report pages have a “Download to Excel” button. Click it to get an Excel file in XLS format. (Please note: spreadsheets downloaded in this way can’t be used for re-importing. To get a spreadsheet that can be […]
Sorting
All list/report pages have flexible sorting. Click any column heading to sort by that column in ascending order. Click it again to sort in descending order. If you visit another page and come back to this page, your sort order […]
Filtering
All list/report pages have a Filter button at the top. This allows you to specify complex search criteria to apply to your data. Choose Filter > Add Filter to create a new filter. Then choose “Add Line” to add as […]
Global Searching
You can search across all ApeksOPS data by going to ApeksOPS > Search. Just type any search string and the Search page will show you matches.
In-Page Searching
All list/report pages have a Search field at the top. Just start typing and the list will immediately update showing only those records that have matching data (in any field). If you visit another page and come back to this […]
Dropdowns
Some pages have dropdown selection fields. You can select using your mouse, or you can simply start typing the value you want. The dropdown will automatically show records that match. (e.g. you can type a product SKU and the dropdown […]
