All product items that would be either kept in stock, consumed or issued out, need to be created in the Product list. This can be done in the Inventory menu.
The product description should be as descriptive as possible, but absolutely generic ,unless preference is given to purchasing branded items.
Example. Masking tape 25mm versus Masking tape 25mm 3M and should follow a logical search pattern which could be applied to all similar items.
When an item is loaded it is key to allocate it to the correct Item Group as this will set the correct General Ledger codes being used. Browsing the item master file the user will be able to see the theoretical stock on hand per item (Inventory Items only), stock on order and "Out of stock" items. Non-inventory items are clearly marked and displayed in green.
Inserting a Product/Stock Item
Click on the Stock Items icon and the Stock items window will be displayed.
Fill in the item description. Use a consistent naming scheme so that items will be grouped together when sorting alphabetically. So use "Cutting Disk, Steel, 115mm" and "Cutting Disk, Steel, 230mm" so that all the cutting disks are grouped together.
Specify the Item group under which this product falls by using the lookup button.
Now fill in the item unit description. This will be the units that are used when issuing out to an employee. Use "Each" for things like cutting disks or masking tape rolls, container size like "5l" (for 5l thinners), or "meter" (for reflector tape).
NOTE: You can issue out decimal quantities of an item, so when loading something like Production Paper, use 1m units, and then issue out 0.35 to issue out 350mm of paper.
Enter the pack size. This is how many item units you will purchase when ordering one pack from the supplier. If you order each item, then the pack size will be 1. If you order a 10m roll of reflector tape, but issue out per meter, then enter 10.
Select whether the Item is an inventory item or not. The options available are:
Non-Inventory Item - This indicates a product that will not be taken into stock, but will be directly charged out. These items are not issued out, and so their stock value will be R0. Typically stationary falls in this category.
Inventory Item - This indicates an item that will be taken into stock and issued out as required.
Next, specify the the single issue units and the order pack price.
Once all details have been completed, click on the OK button to save and create the item.
Changing a Product
In the Stock Items window, click the Change button.
When the Update Stock Item window is displayed, change details as required and click OK to save.
Deleting a Product
In the Stock Items window, highlight the item you wish to delete.
Click the Delete button and a confirmation message will appear.
Now click Yes to confirm and delete the selected item.
Product/Stock Items
All product items that would be either kept in stock, consumed or issued out, need to be created in the Product list. This can be done in the Inventory menu.
The product description should be as descriptive as possible, but absolutely generic ,unless preference is given to purchasing branded items.
Example. Masking tape 25mm versus Masking tape 25mm 3M and should follow a logical search pattern which could be applied to all similar items.
When an item is loaded it is key to allocate it to the correct Item Group as this will set the correct General Ledger codes being used. Browsing the item master file the user will be able to see the theoretical stock on hand per item (Inventory Items only), stock on order and "Out of stock" items. Non-inventory items are clearly marked and displayed in green.
Inserting a Product/Stock Item
Click on the Stock Items icon and the Stock items window will be displayed.
Fill in the item description. Use a consistent naming scheme so that items will be grouped together when sorting alphabetically. So use "Cutting Disk, Steel, 115mm" and "Cutting Disk, Steel, 230mm" so that all the cutting disks are grouped together.
Specify the Item group under which this product falls by using the lookupNow fill in the item unit description. This will be the units that are used when issuing out to an employee. Use "Each" for things like cutting disks or masking tape rolls, container size like "5l" (for 5l thinners), or "meter" (for reflector tape).
NOTE: You can issue out decimal quantities of an item, so when loading something like Production Paper, use 1m units, and then issue out 0.35 to issue out 350mm of paper.
Enter the pack size. This is how many item units you will purchase when ordering one pack from the supplier. If you order each item, then the pack size will be 1. If you order a 10m roll of reflector tape, but issue out per meter, then enter 10.
Select whether the Item is an inventory item or not. The options available are:
Non-Inventory Item - This indicates a product that will not be taken into stock, but will be directly charged out. These items are not issued out, and so their stock value will be R0. Typically stationary falls in this category.
Inventory Item - This indicates an item that will be taken into stock and issued out as required.
Next, specify the the single issue units and the order pack price.
Once all details have been completed, click on the OK button to save and create the item.
Changing a Product
In the Stock Items window, click the Change button.
When the Update Stock Item window is displayed, change details as required and click OK to save.
Deleting a Product
In the Stock Items window, highlight the item you wish to delete.
Click the Delete button and a confirmation message will appear.
Now click Yes to confirm and delete the selected item.
Link items to a Supplier