Skip to main content

Wastage

Track wastage items by creating a new wastage item and flagging it a wastage item.

Wastage item is activated on an item or custom item

Setup the Wastage Item 
Tick to activate Wastage Item
Button to open up new menu to show all linked wastage items

image.png

Wastage List

Button will open up a new window that shows wastage items linked to main item

There are three statuses on wastage item
  1. In
  2. Out
  3. Completed

Allow for an import of wastage items

image.png


 

Adding a new wastage item

When adding a new wastage item, its status is In

Tick boxes are used to calculate the quantity when moved onto a job or invoice.

The cost price and sell price comes from the main item that the wastage item is linked.

image.png

When this item is added to a job, which is flagged as Wastage item.
Then the user would need to select which wastage item that is been used.
A formular is used to work out what quantity to use to log the item quantity.
Item will then be marked as status - Out, once used
Photos and memo notes

Take photos of the wastage and make notes on wastage items

image.png

 

Wastage items import

Allows to import Wastage items and link to items

image.png

Managing Wastage on documents

Wastage is managed on the following documents

  1. Invoice out
  2. Credit note in
  3. Manage job Scope Creep and Cost To Company - wastage out
  4. Item setup - manage new wastage items marked as in

 

Invoice

Invoice lines activated for Wastage out

image.png

 

Credit Notes

Credit note lines activated for Wastage in

image.png

 

Job lines SC and CTC

Manage wastage usage on jobs

image.png

Adding a wastage line to a job

image.png

 

Selecting Wastage onto a document

When selecting wastage onto a document, wastage looks at all wastage marked as In.

Select the wastage to be used.

On save and close, the wastage will automatically be assigned to the document or job.

The wastage item will be marked as Out and removed from list view.

image.png

If wrong wastage item selected, then go to the movement tab to revert wastage back to In status.

Highlight the items to move back to In and click on Revert

image.png

 

Quantity of wastage will be updated to quantity on item line based on tick calculations

In the example below, Quantity and Ratio is ticked, this means that A x B will make up the quantity to line item.

Quantity to be updated would be 3 because A- 6 x B- 0.5 = 3

This allows for square meters or linear meters etc to be tracked

image.png

 

Back to top