Stock Groups

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Adding Groups to stock records allows for stock reports by groups to sort the data logically, and to allow for greater search facilities. There are two different types of groups that add to stock records: Report groups and Non Report groups. Combinations of non report groups can be added, but only one level of Report group.

 

Report Groups have a distinct relationship to each other, and are structured to form ascending levels (level 1 to level 5), that can be used to create reports to analyse stock trends.

 

Examples

Stock records for different printers could have the following report level groups applied:

 

Level 1 Group – Sales        

Reports on all sales (includes printer sales info in reports).

Level 2 Group – Printers

Reports will separate printer sales from other sales.

Level 3 Group – HP, Epson

Reports will separate sales of HP and Epson from other printer sales.

Level 4 Group – Laser, Inkjet

Reports will separate sales of HP laser printers, HP inkjet printers, Epson laser printers and Epson inkjet from other printer sales.

Level 5 Group – Colour

Reports will separate sales of HP colour laser printers, HP colour inkjet printers, Epson colour laser printers and Epson colour inkjet printers from other printer sales.

 

stock group example

 

In a Level 5 monthly stock profit report, Jim2 will include the above HP colour laser printer sales.

 

Info

Report levels must be applied in ascending order to provide the analysis or report breakdown that is required. Using the above stock example, HP colour laser printers will belong to these groups (in order): Sales: Printers: HP, Epson: Laser, Inkjet: Colour. To add the group, select the last child group required – this will add all groups above as well. The parent group, then the child group cannot be chosen.

 

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Non Report groups are very general and very useful for gathering slightly more fluid information from stock records. Non Report groups can include useful generalisations (level 0). Non Report groups can be used when creating lists of cardfiles, Items and stock. As many Non Report Groups can be added as desired.

 

As an example, stock records could have the following Non Report groups applied:

 

Catalogue

All stock in this group appears in the current sales catalogue.

Flammable

All stock in this group should be stored according to OH&S requirements.

 

Further information

Barcode

Measures

Qty by Locations Grid

Serial# and Attribute Requirements

Stock Code and Description

Stock GL Groups

Stock Groups

Stock Types

This Stock I