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Stock Item Setup

To create a new inventory item go to:

Inventory Module>Systems Configuration>Inventory setup

 Click Add

ThisEner isa whereCode inventoryfor itemsthe areitem; createdcods can be alpha or numeric or a combination.

General    DetailsNote: Tabif your codes consist of only numbers, it is not advisable to start the code with a zero

   

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Bill of Material Tab

Inventory Codetowill create acomplications stockwhen doing bulk updates and exporting the item ormaster editinto excel, where

    the “0” will be dropped.

    When you upload the existingupdated oneimport file, it can potentially result in a duplicate item being created.

CategoryEnter an Item Description

to     selectBy default, the categoryDescription fromis thewhat drop-downis arrowdisplayed on documents
Description you to enter a shortadditional item description detail
you have customized stationery, this description will not be displayed on documents

Long Description

Select the Stock Category

This can be:

Stock:  this is a normal tangible item

Custom: This is an intangible item that is predominantly used for creditors purposes. Eg. If you wish to enterrun detailed description

                the office expenses such a Telephone account through creditors, you could setup a Custom Item as

                Telephone which is mapped to the Telephone expense account in the ledger

Service: This is a non-stock item, and as the word suggest essentially a service provided such as Labour,

                Delivery charge, etc.

Fixed Asset: This is the typical Fixed Assets of the inventoryCompany

Click Save

Enter the Item cost Price

Once you click the save, the additional Tabs will be activated

 

 

Tick the box ‘Sync to Mobile” – this is so the item thencan savebe searched on the detailsWebater addedMobile soApp.

If there are items that otherare functionsvital couldfor production or fast moving items, you can use the Priority Level field.

This can then be visible.
Primaryprocurement, Image and even automated exception reports to selectnotify the imageprocurement uploadeddepartment from attachment
Priority Levelto selectof priority levelitems formwith thelow dropstock downlevels.

arrow

 

Group code

 tocaters selectfor group code from the drop down arrow
Auto Resize Imageto change the sizegrouping of the imagestock master into respective stock groups.
used for the following purposes:

1.      Grouping of Items

2.      Stock takes of only certain Groups or products

3.      Sales Mapping

Click the More Detailsdetails Tabta b to add additional info

moreSelect detailsthe default Supplier

You can add supplier options by click on the item
Generalto enter general inventory item information
Default Supplierto selectadding the supplierrespective formsupplier(s)

the

 drop

down

supplier

 must be

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Pricing inLevels theTab

Manage

 Suppliers

window

When beforeyou they will appearclick on the DefaultPricing supplierlevel Droptab, Downyou list.will note there is a default price level
Unit of Measurementto select unit of measurement fromclick the dropdefault down arrow
VAT Typeto select Vat type from the drop down arrow. Other information will be added accordinglevel to user’s preference. The three fields above are important
Pricing Overrideto select the overriding leveledit and enter the validselling date of the pricing
Serial Numberto activate serial number only for serial number items
Pricing Levels Tabshows the pricing detailsprice of the item

AttachmentSelling prices can be set as:

Amount – This is a fixed price and will need to be changed manually if the cost prices changes and you wish to maintain a certain profit margin

Percentage – this is based on the Cost price fluctuations and applies the specified markup percentage to calculate the Selling price. This option will result in the selling princes potentially fluctuating, but a constant markup percentage is maintained

 

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Properties Tab

allowsThis window has additional filtering and categorisation options such as Brand, Make and Model

These filters working in conjunction with each other

As an example:

Assume you have 50 products within the userAchaar Group

Which are sold in 1Kg, 2Kg 9kg buckets

And have 6 various flavours

If you search for 9kg buckets, you can essentially filter 50 possible options to load6 attachmentsoptions

related

This is particularly helpful on the Webatar app for sales reps

These filters can also be used to themonitor itemsales over specified periods

CustomThere Fieldsare Tab

 7 additional fields which and be customized to selectyour thepreference categoryand fromused theaccording dropfor downpurposes arrowspecific to your business.

is for bill of material items

ActivateIf billthe ofproduct materialbeing -added Pleaseis Note;a onlyproduct that you manufacture, you will need to tick the Activate Bill of Material boxBox.

if

Refer thisto stockBil itemof material Manual for further details

 

You will beneed to now link the result of a manufacturing process. Howeverwarehouse this item canis be a contributing item (recipe item)associated to another Bill of Material and in itself be a Bill of Material item.

TheTo userdo canthis, alsoclick havethe optionswarehouse Button

 

 

 

 

Click add

 

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Move the warehouse(s) to activatebe otherassociated fieldsto bythis tickingproduct to the boxesRight onhand colum

 

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To move a warehouse to the rightselected handcolumn, pagedouble click the required warehouse

 

Attachments

Clickdragand

Spec Tab

Should you wish to add thean specificationsimage of the itemproduct or any other details or spec sheets relating to the product, you can add these as attachments

To upload an image,  click the attachment button

Click Upload to Select a saved file on your PC and hasUpload

five

Alternatively, buttons
Reload Specdrop buttonto reload the spec
Preview Spec buttonallows the user to preview the spec
Export to PDFto export the spec onto a PDF file

Show

More Details 2 Tabshow the dimensions of the inventory item
Branches buttonShows the various branches added
Costs buttonShows the costs for the selected Inventory Item
Warehouses buttonShows the warehouses associated with that Inventory Item
Suppliers’ button

Shows the suppliers associated with that Inventory Item

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