Add or Edit Stock Items

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Add or Edit information about the items you sell, whether they're products or a service that appear on your invoices.

Watch the video: Creating New Stock Items - Tutorial

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Suppliers With Stock To OrderHelpSecurity SetupTabsUnlock MonitorQuick AddCalendardashboardCompanyEmployeeQuoteWorkshopSupplierCustomerLedgerInvoiceFileRTS LookupGoods ReceivingGRN LookupPO LookupNew RTSNew POPurchase PlanningExtraStock GroupsStock TakeStock AdjustmentsStock OptionsStock TurnoverItem LookupExtended Item LookupStock DetailNew ItemStock Main Menu

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Methods to Create a New Item:

 

1) Click on New Item in the Main Menu: You can also create a new item by clicking on New Item in the Main Menu. (see image above).

2) Add New Stock Button: Go to: Stock  Items > Item Lookup and click on the Add New Stock [F5] button.

3) Import from CSV or Excel: You can import your stock items from a CSV or Excel file.

4) Duplicate an Existing Item: Add a new item by using an existing one. Go to Item Lookup, right-click on the item you want to duplicate, and select Create A New Item Based On This Item.

 

If it is a new item, the tabs will be disabled until you save the form.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

ConfirmedUncommitedExtraViewPictureAdditional Order QuantityReservedOn HandAvailableDate AddedWarehouse Stock LevelsHoverAttributeComponentAdditional InfoCost And Selling TabAverage Sales QtyGrowthSupplier Has StockOn OrderMaximumSuggestedReliabilitySupplier Item CodeOther SuppliersPreferred SupplierStock GroupGreen PlusBin LocationShort DescriptionItem NameGreen PlusGreen PlusStatusItem CodeItem NumberDiscontinuedActiveAdditional BarcodesReorder LevelMinimum Order QtyDeleteAdd StockStock_Main_General

Other Suppliers / merging of stock items.

 

Inventory Item Fields

Inventory Item Fields Explained

General


Status

Will reflect your stock availability in PrestaShop such as Supplier no stock, End of Life, In Store, etc.

Barcode

Items can have more than one barcode.

Click on the St_3_dots next to the barcode if you want to add additional barcodes. Maximum 25 characters. See also: Adding Different Units on how to add different units.

Item Name

Maximum characters 255.

The 'Item Name' corresponds to the Prestashop Name.

You can do a  column copy between the item name, short description and long description. To do it go to the 'Stock Extended Lookup' and select the 'Change Selected 2' tab.

Short Description

Maximum characters 500.

Short Description corresponds to the Prestashop Short description

Ordering Info


Reorder Level

When the stock item reaches this level, you must reorder it. Set in the Stock Main Form. You have several options for managing the reorder level:

 

1. Average Sales Values: Set the reorder level to the average sales values in the Purchase Planning form. Use the With Selected (bottom of the form) the From/To fields.

2. Bulk Change: You can bulk change the reorder level in the Extended Item Lookup Form.

3. Default Value for New Items: Set a default value for new items in the Stock > Stock Options > New Item Defaults form.

Additional Order Quantity

When the reorder level is reached, this is the quantity that you must order. This figure will be shown in the Purchase Planning Form. It is configured in the Stock Main Form > General Tab.

You can bulk change the quantity in the Extended Lookup form.Tab

Minimum Order Quantity (MOQ)

This is the minimum quantity as specified by the distributor. Don’t confuse this with buying units or the units in a pack. For example, if you buy 1 box of pens containing 50 pens and you sell per pen, then your minimum quantity is one box. If in doubt, leave the minimum quantity as one!

Reliability %

The accuracy of the suggested re-order quantity is.

Suggested Order Quantity

This is the quantity that SI+ predicts you must order, taking maximum levels, minimum levels, lead time, and days until the end of the month into account. See the reliabilty % for the accuracy of the prediction.

Minimum Stock Level

Maximum Stock Level

Minimum Level: You will run out of stock if your stock goes below this level. The computer computes this value from your predicted next month's sales divided by 30.5, multiplied by the supplier Lead Time (specified in the Suppliers Main form). You can change this value manually if needed. To prevent manual changes, go to Stock Options and select Use Suggested Min/Max.

 

Maximum Level: The predicted maximum amount of stock that you will sell per month. This value is computed by the computer using regression analysis. You can change this value manually if needed. To prevent manual changes, go to Stock Options >General tab and select Use Suggested Min/Max.

 

These values are displayed in the Purchase planning form as Min Level / Suggested Min Level and Max Level / Suggested Max Level, as well as in the Inventory Statistics form. You can bulk change the minimum / maximum levels in the Inventory Statistics form

 

Note

You can change the above values manually in the Stock Main Form. To do this, go to Stock Options and deselect Use Suggested Min/Max Levels.

Growth %

Item Growth:

Item growth is the forecast of the average growth or decline per month for each item. For example, a growth of 8 means the item's predicted sales increase by 8 per month. This metric is used in Purchase Planning to help manage inventory levels.

Avg. Sales Qty.

Average Sales Quantity:

Every time there is a stock movement, the average monthly sales will be recalculated. You can specify the number of months to use for calculation purposes in Stock Items > Stock Group. This information can be found in the Stock Main form, Purchase Planning, and Stock Extended Item Lookup forms.

Stock On Hand (SOH).

Sometimes referred to as In-Stock.

The Stock on Hand (SOH) quantity represents the total number of items currently in the store. However, this quantity is not always available for sale, as some items may be reserved for job cards and sales orders. The Available Quantity refers to the number of items that can be sold immediately.

On Order

Items that are on order from the suppliers.



Reserved

Reserved item quantities are the allocated quantities on Sales Orders (only quantities allocated) and Jobcards.

 

Automatic Allocations: If you need allocations to be done automatically, you can set this in the Stock Options > Allocation Tab. Check the Easy (Stock is not reserved) checkbox. Reserved quantities will only show if the advanced options are selected.

Job Cards: If you don't want the program to reserve items from job cards, uncheck the Jobcard Reserve Stock checkbox on the Workshop Options form.

Uncommitted

Uncommitted Quantities = In Stock - Sales Orders - Job Cards

Displayed in Extended Item Lookup & Purchase planning Form

Confirmed Demand

Confirmed Demand = Total item quantities on Sales Orders and Job Cards.

This is the quantity you need to fulfill all sales orders and job card requirements.

Available Quantity

Quantity available to sell.

Is the Stock On Hand - Reserved

Stock Shortfall

 

= Confirmed Demand - (In Stock + On Order)

A positive quantity means that you can't fulfill your current orders.

 

See also Purchase Planning.

 

Quantity to order

Use either of these two, depending on your trust in the figures.

Sugested Order Qty: Levels

SQty.NoR

(using your own values)

If the In-Stock - Sales Orders - Reorder Level is less than or equal to 0, then the quantity will be calculated as follows:

SQty.NoR = Reorder Level - In Stock - On Order + Confirmed Demand

Otherwise, the calculation will be as follows:

SQty.NoR= Reorder Level - In Stock + Additional Order Quantity - On Order + Confirmed Demand

 

Suggested Order Qty:Regression

SQty.R

(as predicted by SI+)

Quantity to order using linear regression techniques.

Suggestion Regression (SQty.R) = Next Sales + Confirmed Demand - On Hand - On Order

 

If it is a new item, the tabs will be disabled until you save the form.

 

Security Settings (You can set the following for this form)

View Restricted subset.  (You can't see the fields)

Cost price, Supplier List Price and Supplier won't show

 

Edit tick. (If the tick is off you won't be able to edit the form)

 

Edit Restricted.

You can't edit the Supplier List Price.

 

http://bit.ly/SiAddStock

 

 

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