Stock Take
The physical quantities do not match what I have in SIMS. What do I do?
If the physical stock-take results is different quantities than what you have in SIMS, it might be worthwhile to re-check any physical store for items that might have been misplaced. If stock items still do not match, adjustments need to be processed ...What's the difference between a Stock Take and an Ad Hoc Stock Take?
The Stock Take option carries out a full stock take. Any items not accounted for during the stock take will have their quantity reset to 0. The AdHoc Stock Take option is for partial stock takes, allowing you to select which items you would like to ...I am getting a 'Note: Records trapped in POS Import Gateway' error. What do I do?
Any items trapped in the POS Import Gateway need to be cleared before proceeding with a stock take. Click on the error to open the Import Gateway window to import all pending transactions.How can I import a stock-take (physical quantities)?
Depending on your setup, there are a number of different ways to import physical quantities during a SIMS stock-take: Import from Initialise To manually import a stock take, click on Import from Initialise and select Import All. Enter the Store ...How do I carry out a stock take in SIMS?
The whole Stock Take process is explained in full detail in the SIMS Stock Take Feature manual, attached with this article.Generating bar codes reports in SIMS
To make a report to check which stock items have bar codes attaches to them, go to Reports > Stock items > Barcodes.
Recent Articles
How to generate a Report by Transaction Type and Analysis Code
Generating a Report by Transaction Type in SIMS Navigate to SIMS > Reports > Miscellaneous > Analysis Code. From this screen, select the desired Transaction Type to apply as a filter. If a summarized version of the report is required, tick the ...How to Set Off a Client / Supplier
The Set Off functionality in SFM allows you to offset outstanding balances between a client and a supplier when the same entity exists in both roles. This feature is particularly useful when a company has pending sales invoices due from a client, ...Exporting or Importing Documents in Windows App
Using the Correct Redirected Path When connected through the AVD Windows app, you must export or import files using the redirected drives. Internal AVD paths (such as C:\Users or Desktop inside the session) do not allow saving and will cause ...How to Activate Advanced Commission
Advanced Commission Overview The Advanced Commission feature provides the ability to customize commission settings for all salespersons within the system. Enabling Salesperson Commission To activate this functionality, navigate to: SIMS > Admin > ...How to Delete a user on SIMS
Note: We do not recommend deleting a user from SFM for audit and compliance purposes. Example: If you have a user with the initials JD (John Doe), and that user has previously submitted entries as shown below, deleting the user will remove the ...
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How do I process an End Of Year in SFM?
Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2025 before starting to post entries into 2026. The end of year procedure will move the “Current Year” data into the "Previous Year". ...Do I need to Process an End-of-Year in SIMS?
SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)
Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...How to reset your Shireburn remote desktop service (RDS) account password
The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...SIMS - User Manual
The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf