Stock Item Maintenance: Difference between revisions
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(Created page with "==Stock Item Maintenance== This is to maintain transaction items. Go to ''<span style=color:red>Stock > Stock Item Maintenance</span>'' Stock item listing will be displayed...") |
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'''Item Code:''' key in the item code of this item. OR click on the '+' sign to auto generate the item code according to the format set at ''<span style=color:red>Tools > Options > Stock > General Stock Setting</span>''.
'''Description:''' key in stock item description; the second row is called Description 2.
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'''Lead Time:''' the estimated time of delivery by supplier once the PO is placed.
'''Duty Rate:''' the rate of custom duty for this item. (refer to module
'''Supply/Purchase Tax Type:''' select the tax type for this item. Tax type is maintained at ''<span style=color:red>GST > Tax Code Maintenance</span>'' (only when GST is enabled at Tools > Options > General > Goods and Service Tax)
'''Item Group:''' select the stock group (maintained at
'''Item Type:''' select the stock item type (maintained at
'''Item Brand:''' select the stock item brand (maintained at
'''Item Category:''' select the stock item category (maintained at
'''Item Class:''' select the stock item class (maintained at
'''Apply in:''' to determine the item to be use in sales, purchase, POS, raw materials or finish goods.
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'''Auto UOM Conversion:''' when this checkbox is checked, the item will auto convert to a smaller UOM whenever there is back order in the stock.
'''Back Order Control:''' when this checkbox is checked (by default, it is checked), the back order notification screen will be prompted when this item has reached the back order level (when issuing quantity is larger than on-hand balance quantity). This function subjects to the user's access rights of back order control (<span style=color:red>''General Maintenance > User Maintenance > Access Rights, look into Invoicing > Sales > Back Order Action''</span>. )
When this checkbox is not checked, it means there is no control on negative stock of this item, the notification screen will not be prompted, and users are allowed to save.
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'''Costing Method:''' select the costing method of this item. The default costing method is set at ''<span style=color:red>Tools > Options > Stock > Stock Costing</span>''.
This system supports different costing methods for different items.
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'''<span style=color:red>Details - UOM Details</span>'''
'''Real Cost:''' system generated cost, updated through Purchase Invoice, Cash Purchase and
'''Standard Cost:''' a user-input reference cost; can be updated through Purchase Invoice, Cash Purchase and
'''Min. Purchase Price:''' -1.00 means no control; you may key in a price, and set the control at User Maintenance > Access Rights > System, Behavior.
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'''Max. Purchase Price:''' -1.00 means no control; you may key in a price, and set the control at User Maintenance > Access Rights > System, Behavior
'''Standard Selling Price 1-6:''' Key in item price. Price 1 will be adopted in billing documents if no other pricing policy is in force. Alternatively, these prices (1-6) can set to follow the multi-pricing option set at Debtor Maintenance. The price can be mark up or down based on the percentage from the standard cost or user can direct key in the price manually.
'''Min. Selling Price:''' -1.00 means no control; you may key in a price, and set the control at User Maintenance > Access Rights > System, Behavior.
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Go to Tools > ''<span style=color:red>Options > Invoicing > Auto Price > tick Use Multi Pricing</span>''
[[File:SIM3(1).png]]
'''<u>Multi Pricing in Debtor Maintenance</u>'''
Go to ''<span style=color:red>AR > Debtor Maintenance > Others</span>''
'''Multi Pricing:''' Set and apply the price(1-6) to this debtor.
'''Allow to change Multi Pricing on document:''' If this is ticked, the user allows to change the multi pricing on the transactions.
[[File:SIM4.png]]
'''<u>Multi Pricing in Document</u>'''
[[File:SIM5.png]]
'''<u>Multi Pricing Naming</u>'''
You can also change the Multi Pricing Name (Price 1-6) as you wish.
Go to ''<span style=color:red>Tools > Options > General Stock Setting > Multi Pricing Naming</span>''
[[File:SIM6.png]]
[[File:SIM7.png]]
'''<span style=color:red><u>Details - Others</u></span>'''
[[File:SIM8.png]]
'''Min Qty:''' the minimum quantity to be kept in the store. This value will be used in Stock Status report to determine if the stock status is in Critical Level (< Min.Qty) or Reorder Level (≥ Min.Qty).
'''Balance Qty:''' the current stock level... this value is auto-updated
'''Re-order Qty:''' the quantity needed to be purchased when stock level hits Re-Order Level. This value will be automatically filled into quantity field during Purchase Order.
'''Reorder Level:''' the stock level when replenishment is needed; this value should be higher than Min.Qty. This value will be used in Stock Status report to determine if the stock status is in Reorder Level (< Reorder Level) or Low Level (≥ Reorder Level).
'''Normal Level:''' the stock level that is considered healthy; this value should be higher than Reorder Level. This value will be used in Stock Status report to determine if the stock status is in Low Level (< Normal Level) or Healthy Level (≥ Normal Level).
'''Max Qty:''' the maximum quantity that should be kept in the store; this value should be higher than Normal Level. This value will be used in Stock Status report to determine if the stock status is in Healthy Level (< Max Qty) or High Level (≥ Max Qty).
'''Shelf:''' key in the number(name) of the shelf where this item is stored.
'''Bar Code:''' scan the item bar code here (if any).
'''Redeem Bonus Point:''' this is used in [[Bonus Point]] module.
'''Measurement:''' this is used in [[Landing Cost]] module.
'''<span style=color:red><u>Details – Sales Entitlement</u></span>'''
[[File:SIM9.png]]
For every 10 items sales can be entitled to 1 FOC item.
For every 100 items sales can be entitled to 1 bonus point.
'''<span style=color:red>Item Batch – Refer to Item Batch topic </span>'''
'''<span style=color:red><u>Replacement Item</u></span>'''
[[File:SIM10.png]]
During sales transaction, if I try to sell APPLE IPHONE 5 (at a quantity greater than on-hand quantity, the following message will be prompted:
[[File:SIM11.png]]
Click on Yes, a list of replacement items will be displayed for selection:
[[File:SIM12.png]]
Select the replacement item, and decide whether or not to Change Unit Price (use the price of replaced item), the item will be replaced in transaction detail.
Note: Another use of replacement item is: during transaction (at detail section), click on Show Instant Info, click on Item Replacement, a list of replacement items will be displayed, double click on one of them to replace the highlighted item at detail section.
'''<span style=color:red><u>Alternative Item Code</u></span>'''
[[File:SIM13.png]]
Alternative Item Code can be used as another name or code to key in or search for item.
'''<span style=color:red><u>Image</u></span>'''
[[File:SIM14.png]]
'''<span style=color:red><u>Further Description</u></span>'''
[[File:SIM15.png]]
'''<span style=color:red><u>External Link</u></span>'''
[[File:SIM16.png]]
'''<span style=color:red><u>Note</u></span>'''
[[File:SIM17.png]]
'''<span style=color:red>Print Stock Item Listing</span>'''
[[File:SIM18.png]]
[[File:SIM19.png]]
'''Item Code:''' choose either No filter, Filter by range or Filter by multi-select. 'Filter by range' and 'Filter by multi-select', you may Press F3 to launch Item Search function.
[[File:SIM20.png]]
[[Category:Users]]
{{NavigateForUser}}
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