Additional Info |
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Go to Stock Main Form > Additional Info Tab.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Additional Info Input Data |
Additional Info Input Data Explained. |
Brand Name |
Use it for Product Identification and Categorization Brand names are displayed in the Stock Extended Lookup, Stock Detail and Stock Turnover forms. Brand names can be set as a required field. Go to Stock Options >New Defaults / Required. Brand names are also uploaded to the web shop. |
Condition |
The condition of the item, for example, new, used, refurbished, etc.The web shop will also list the item's condition. Set it in the Stock Main Form > Additional Info Tab It is shown in the Extended Item Lookup form. |
Sales Set Count |
Sales Set Count This will limit you to only selling stock items in sets, for example, sets of 2 (2, 4, 6...) or sets of 3 (3, 6, 9...). |
Best before Days. (Expiry Date) |
Use it to print the expiry date of an item (e.g. bread) on the label. Expiry Date = Current date + Best Before Days. It is shown in the Extended Item Lookup form. |
VAT on Purchases and Sales
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VAT Configuration for Items:
1. Set VAT on Purchases and Sales: •Specify the VAT type for this item on both purchases and sales.
2. Supplier VAT Registration: •Ensure that each supplier is marked as either VAT registered or not. This can be done in the Supplier Form. •Note: If a supplier is marked as not VAT registered, this setting will override the VAT settings in the Stock form.
3. Tax Setup: •Refer to the Tax setup documentation for additional details.
4. Changing Tax Types: •To change the output tax to input tax, go to Stock Options. •Select the option 'Allow Stock Item to Have Input Sales Tax Type' to enable this change.allow you to change the tax type, go to Stock Options and select 'Allow Stock Item to Have Input Sales Tax Type.' |
Mass Info |
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Weight & Volumetric |
Mass Info: The weight and volumetric info can be set in the Stock main Form > Additional Info Tab. The weight will be displayed in the invoice, quote, job card, goods received, purchase order, sales order, and service item lookup form, as well as in PrestaShop.
If you want too use the volumetric mass in PrestaShop, then you need to get the module from your courier company. The volumetric mass is shown in the Purchase Planning form. |
Price List |
Price List You can assign each item to multiple price lists to fit different sales strategies. Set it in Stock Main Form > Additional Info tab and select the appropriate price list(s) for your item.. Price lists can be exported to Excel from Print Price List and Order Form. The price list names can be changed to suit your needs. Here’s a quick breakdown of how you can organize them: 1. Wholesale Pricing List: Ideal for bulk buyers or other businesses. 2. Web shop Price List: Tailored for your online store pricing. 3. Seasonal Price List: For items that are popular during specific seasons, such as holiday decorations or seasonal apparel. 4. Custom Price Lists: You can create and name these based on your specific needs, such as discounts for special events or customer loyalty programs. For example, you can utilize a seasonal price list to assist you in your purchasing decisions. Similarly, you can use the other price lists.
Price lists are presented in: |
Trade-In |
Trade- In: A trade-in is an item bought back from the customer, such as a Coke bottle or a car, etc. Set the item as a trade-in on the Main Stock Form.
Invoice Effects: 1. The system will deduct the trade-in amount from the invoice total. 2. Your stock quantity will be increased by the trade-in quantity.
Alternative Options: •For returns, see the Returns section. •If you do not want to increase your stock, see the Is Discount section.
Disabling Trade-In Button: •Open the invoice form. •Go to security settings and uncheck "Returns." This will also prevent trade-ins.
The Extended Lookup and Stock Turnover forms offer a list of Trade-In items. |
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Item Type |
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Non-Stock Item |
A non-stock item is one that is bought or sold, but the quantity is not tracked. For more information, go to Stock > Non-Stock Item |
Service Item |
Service Item: A service item is a unique type of stock item, often used for services like labor or to book out travel costs. oNo Stock or Cost of Sales Entries: When sold, there are no journal entries related to stock or cost of sales. oInclusion in BOM: If you want to include a service item in a Bill of Materials (BOM), you need to select the Supplier List Price and set the Valuation Method to Supplier List Price.
Important Note: Do not confuse this service item with the service items in the workshop that refer to equipment that can be serviced in the workshop. Set it in Stock Main Form. Presented in the Extended Lookup form. |
Labour Item |
Labour Item: Mark labour items on the Stock Main Form's Additional Info tab. The result will be that you can divide the labour on the job card among several employees. The second effect is that the quantity of stock on-hand will be unaffected. |
Recipe Item |
Recipe Item: If you want to manufacture an item on the fly, such as a hamburger, follow these steps:
1. Select it as Bill of Material (BOM) Item as well as a Recipe Item 2. Navigate to Stock > Stock Extra. Click on Bill of Material to specify the components of the item. |
Is Discount |
Is Discount: To give a discount value in rand to the customer on the invoice. It is also used by PrestaShop if a customer has an online voucher to redeem. The 'Is Discount' items can be used with Invoice Rules. See also Trade-In |
Consignment |
Goods bought from supplier on consignment If the item is a consignment item, check the "Consignment" box on the Stock Main Form >Additional Info Tab.
Goods Received Note No general ledger entries will be made for consignment stock; only the stock levels will be updated.
Invoice Will only post to the sales account and debtor control.
When you receive a supplier invoice for items sold, you should record the amount against Cost of Sales in a supplier journal entry.
Stock Turnover: Specify a date range and filter for consignment items sold in the specified period. Filter for consignment stock in the Extended Item Lookup and Stock Detail form.
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Description |
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Web |
All items checked can be uploaded to the SI+ webshop. |
On Sale |
For Items on sale on the Web. |
Featured on web |
Will be displayed on the home page of the web shop. |
Lot Tracking |
If Item is received in containers and assigned lots. |
Serial No. Tracking |
To keep track of Serial Numbers. See Serial No. Tracking. |
Commission |
Used as a filter in the Stock Turnover report. |
Sell Whole Quantity Only |
Items can only be sold in whole units, Disallow decimal quantities. Set default in Stock Options > New Item Defaults. |
Delete Checkbox |
If the checkbox is checked, the item will not appear on the purchase planning form. It will also prevent you from adding the item to a purchase order. |
Variable Price |
Price editing on the invoice will be allowed for this item even if Allow Price Changes is not allowed on the Invoice Options Form. This is a handy feature if you want to change your labour rate on the invoice but not the rest of the items prices. |
Quick Sell Invoice |
Marks your items as quick sell for items sold often. See also Invoice. |
Quick Sell Job Card |
Marks your items as quick sell for items used frequently on job cards. |
Seasonal (Checkbox) |
Check if this is a seasonal item. |
Exclude from Shipping cost Allocation |
When this checkbox is ticked, the shipping costs associated with the Goods Received Voucher (GRV) will not be added to the overall cost of the goods. This might be used if the shipping costs are to be handled separately or if they should not impact the cost calculations for the goods received. |
Print price on label |
Check if you want to print the items price on the label. |
Scale Item |
Select if this is a scale item. |
Quantity From Price |
The quantity is embedded in the Price barcode (e.g. Scale barcodes) |
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