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Once there are transactions against a stock record, it is not possible to change the following: ▪Stock GL group ▪Serial number tracking ▪Attribute tracking.
To change any of the above, you need to create a new stock record (you can do so by Create Similar), and make the original stock record inactive.
It is suggested that you change the original stock code (ie. put a Z. at the beginning), then use the original stock code on the new stock record.
The history is held against the old record, so you can always find the information if required.
If there is any stock on hand against the old stock code, you should use a Stock Adjustment Down against that code, and a Stock Adjustment Up against the new code before you mark the old stock code inactive.
Once stock has transactions against it, you cannot change the stock type. |
Stock Tab
Area |
Field |
Explanation |
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Stock |
Code |
This is the code for this stock (up to 24 alphanumeric characters). Spaces will be replaced by a full stop (.) and some special characters will be ignored. |
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Type |
The stock type. This can be depleting, non depleting, labour, applies, special, virtual, dynamic kitting, static kitting, packaging or journal.
Note: Once a stock type has been used, you cannot change its type. If the stock type needs to be changed, Create Similar, select the fields you wish to copy and change the type to Depleting. Change the stock name and save. Edit the original stock and make inactive. |
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GL Group |
The general ledger group that this stock is assigned to. |
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Active |
Indicates whether this particular stock code is currently active. |
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Desc |
This is a full description of this stock (up to 1000 characters). This text will be displayed when purchasing or selling, and can be edited at that point without affecting the original stock record. |
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Measure |
Unit
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This is the unit of measurement for this stock, eg. UNIT, BOX, CARTON, DOZ. The default is one, but if not using Serial#, you can have up to three unit measures. |
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Quantity |
How many of this stock is in each unit, eg. a BOX might be ten pieces of this stock. |
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Unit Description |
A full description of this unit measure. |
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Barcode |
The barcode of this stock unit. Enter the actual code, your own code, or generate a random one by pressing the |
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This Stock I |
Buy in |
Tick this box if you buy (purchase) this stock. Depending on the stock type, this option might not be selectable (greyed out). |
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(Buy in) Unit |
The unit type that you purchase the stock in, eg. CTN (by the carton). |
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(Buy in) Tax |
The tax code that you use when buying in this stock, eg. G (GST paid). |
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Sell in |
Tick this box if you will be selling this stock. Depending on the stock type, this option might not be selectable (greyed out). |
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(Sell in) Unit |
The unit type that you will sell this stock in, eg. UNIT (individually). |
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(Sell in) Tax |
The tax code that you use when selling this stock, eg. G (GST paid). |
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Manufacture |
Tick this box if you manufacture this stock. The Buy in box will then be unticked, but you can tick it again if this is stock that you both purchase and manufacture. |
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Service |
Tick this box if this is stock that you service for a client. This will also create a Service Item with the same code as the stock. If an Item with the same code exists, it will be linked to the stock, rather than a new item being created. |
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Qty by Locations |
Branch |
This is where the stock is located. It can be in one or more locations. |
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Location |
This is where the stock is located. It can be in one or more locations. |
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Qty on Hand |
This is the quantity physically in stock. |
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Committed |
This indicates the quantity required to fulfil jobs. |
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Available |
This is the quantity of stock on hand less the quantity required to fulfil jobs. |
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BackOrder |
Shows the quantity of stock entered into the BackOrder column on jobs. |
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Packaged |
This is the quantity of this particular stock code that's allocated to a package. |
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On PO |
Shows how many units of this stock that are on purchase orders. |
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Manufacturing |
If stock is Manufacturing type, this column will appear showing how many are currently being manufactured. |
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Serial # |
Not required |
Serial numbers are not used with this particular stock. |
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On Purchase |
A serial number or numbers must be entered when purchasing this stock. |
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On Sell |
A serial number or numbers must be entered when selling this stock. |
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Attributes |
Not required |
Attributes are not used with this particular stock. |
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On Purchase |
Attributes must be entered when purchasing this stock. |
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On Sell |
Attributes must be entered when selling this stock. |
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Groups |
(Report Groups) |
Select the report groups that you want this stock to be associated with. Read more info. |
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Further information:
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