The Stock tab on the footer will bring the stock selection grid to view for that Item. When setting up an Item, this is the area where you can assign or apply certain stock to that Item automatically. Stock of any type can be linked to Items via this tab, including tests and checks. This stock grid allows you to automatically add multi-part stock to Items.
As an example: a sales Item may need to include accessories that are (or can be) sold separately, but need to belong to this Item.
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Tests and checks you would like performed every time this Item is processed are applied to the Item as stock – the stock type will be Applies. You are able to apply a stock status to these tests and checks, ensuring jobs containing Applies stock cannot be finished until users have completed these tests/checks. |
Service or Sale Item Stock Grid
The fields within the stock selection grid for a service or sales Item are:
Field |
Explanation |
|---|---|
Auto Add |
Tick to auto add. This will automatically add the stock any time this Item is used, ie. to every job. Unticking will not add the stock, however it will show this stock in the Stock Select screen. |
PL |
The price level entered here will be the price that is shown when you enter the stock code – wholesale, retail, etc. You can either use this pricing or enter your own for this Item. |
Stock Code |
The stock code. |
Unit |
The unit measure. |
Description |
The stock description. |
Qty |
The quantity of stock attached to this Item. |
Price Ex |
The price tax free. |
Price Inc |
The price tax paid. |
Use Price |
Tick this box to use the pricing entered into the Item record instead of using the price level within the stock record. |
Total |
Total dollar value of this stock line. |
Manufacturing Item Stock Grid
The fields within the stock selection grid for a manufacturing Item are:
Field |
Explanation |
Note |
|---|---|---|
Fixed Qty |
Tick to keep the stock quantity the same, regardless of quantity of stock being manufactured. |
Fixed Qty means that this is the quantity required to manufacture one product. |
Stock Code |
The stock code. |
|
Description |
The stock description. |
|
Unit |
The unit measure. |
|
Qty |
The quantity of the stock attached to this Item. |
|
Avg Cost |
The average cost of this stock (ex GST). |
|
Total |
Total dollar value of this stock line. |
Right click options in the stock selection grid:
Field |
Explanation |
|---|---|
Add new |
This will place the cursor in the Stock Code field ready for you to enter a stock code. |
Delete |
This will delete the entire line of stock. |
View stock |
This will take you to the stock record of the stock code you have entered. |
Copy stock from another Item |
This will bring up the View or Edit Item screen for you to enter an Item number. When you click Select, the stock grid will be populated with the stock from the Item you entered.
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Show Attributes |
Tick to show attributes on stock lines. Untick to hide attributes. |
Further information: