Add or Edit Stock Items |
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Items are the things you sell, whether they're products or a service that appear on your invoices.
Watch the video: Creating New Stock Items - Tutorial
Go to: Stock Items > Item Lookup and click on the Add New Stock Button.
Hover the mouse over the different fields on the form. If the cursor changes to a hand (
) , click to get more information.
You can also import your stock items from a CSV file or you can add an item, by using an existing item. See Item Lookup.
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 () , click to get more information.
Other Suppliers / merging of stock items.
Fields |
Description |
In Stock (On Hand) |
Number of items in the shop. |
Reorder Level |
When the stock item reaches this level, you must reorder it. Set in the Stock Main Form. You can set the reorder level to the average sales values in the Purchase Planning form. Bulk change it in the Extended Item Lookup form. You can set a default value for new items created 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 |
On Order |
Items that are on order from the suppliers. |
Reserved |
= Allocated item quantities on Sales Orders and Job Cards |
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 |
= In Stock - Reserved Quantity available to sell. |
Stock Shortfall
|
= Confirmed Demand - (In Stock + On Order) A positive quantity means that you can't fulfill your current orders. |
Suggested 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 also Purchase Planning.
Quantity to order |
Use either of these two, depending on your trust in the figures. |
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
|
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.
