Setting Up Main Stock List |
  
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Setting Up Main Stock List |
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Setting Up Main Stock List
Go to Stock > F. Setup & Maintain Stock/Service Items and the following screen will appear:
Click on the Modify then Add button then enter a code and description, then click on Stock or Service (depending on whether you are setting up a stores item or a service code such as Daily Office Cleaning).
You will be prompted to enter a depot quantity, click into the Depot box and enter a true or fictitious quantity at depot (use 9999 if unsure or before a stock take is done).
Select a Sales Code using the F5 button on your keyboard to pick from the list, so the same to select a Cost Code and VAT rate (which will default to the most common rate).
Enter a Sale Price and/or a Cost Price for the item (depending if this is a chargeable item of stock), unless this is a service item, which would not have a fixed sales/cost price.
Enter a pack size for selling, unless you simply always issue a whole pack, in which case enter ‘1’. See example of Managing Stock.
‘Allow on Stock Issues’ flag defaults to ticked, to stop the item being allowed to be issued, simply un-tick this at any time.
‘Exclude from Issue Budget’ defaults to ticked. If you wish this item to be compared to the site issue budget for any given period, un-tick this flag.
Inc on Stores order Form can be used to group items onto separate stock order forms, group 1 could be for General items used on every site, 2 for fairly common items, 3 for less common and so on. Then you can print a form which only includes group 1 and 2 or 2 and 3, so that an area manager never see’s items he is not supposed to order. This can also be used to load certain groups onto site stock lists.
COSHH, Classification and Environmental Impact details may also be entered and any documents relating to the safe storage & handling of Stock may be linked using the Documents button. These fields are used for selection on the COSHH report. Your supplier should provide you with these details for all products supplied requiring them.
If you would like to globally update certain areas once the new stock item is set up go to the item, click on Special Prices button, then Global Update button and you will see a range of options as below:
Example of Managing Stock
