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Stock Management

Add Stock Item - Basic Setup

To create a new inventory item, go to: 

Inventory Module>Configuration>Inventory setup

Click Add

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After clicking Add you will see the screen below: 

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If your codes consist of only numbers, it is not advisable to start the code with a zero. This will create complications when doing bulk updates and exporting the item master into excel, where the "0" will be dropped. When you upload the updated import file, it can potentially result in a duplicate item being created. 

Code Enter a code for the item; codes can be alpha or numeric or a combination. 
Category

Select the right category for the item that you are creating 

  1. Stock: This is a physical tangible item
  2. Custom: This is an intangible item that is predominantly used for creditors purposes. e.g if you wish to run the office expenses such as telephone account through creditors, you could set up a custom item such as telephone which is mapped to the telephone expenses account in the ledger

  3. Service: This is an intangible stock item such as labour, delivery etc

  4. Fixed Asset:  This is a fixed item of the company
Description

Enter an Item description

By default, description is what is displayed on the documents
Long Description

Allows you to enter additional item description detail

Unless you have customized stationery, the long description will not be displayed on the documents
Group Code

Select the relevant group code if applicable
Stock Category


Priority Level

If there are items that are vital for production or fast-moving items, you can use the priority level field

This can be used in stock procurement, forecasting and even automated exception reports to notify the procurement department of items with low stock levels. 

Refer to advanced item setup 
Sync To Mobile

Tick the box sync to Mobile. This will allow the item to be added to the mobile application

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Click Save

Item Cost Price - Pop up window

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Cost Price

Enter the Item cost price

NB: If you do not enter a cost price at this stage you will not be able to simply edit or add a cost price for a stock item later 
Supplier Code Select the default supplier 
Pricing Level Type

Select the pricing type

Enter either the mark-up percentage or the selling price amount

Once you click the save button, the additional tabs will be activated, this is where you can add more detail if needed.

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Attachments

Should you wish to add an image of the item or any other details or spec sheets relating to the product, you can add them as attachments

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To add an image view this manual - Attachment

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Click Close

Go back to the General Details Tab, select the attachment name from the drop-down on the primary image field as the image to be displayed

Click Save

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This will the be displayed in the image window

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This completes the basic item setup and the item can now be selected on various documents across the system

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