INVENTORY ITEM SCREEN:

Manage all Items sold by the company through this screen.

Item Code:
Enter the Code for the Item.

Item Description:
Enter the Description for the Item.

Item Type:

Can only be added once the Item Type has been entered in Item Type.

Click on … button.

Click on SEARCH.

Click on the Item Type Code

Is a Service (CHECKBOX):
Select if the product is a service, that is it does not involve physical stock. This setting determines whether certain options are available.

Minimum Stock Level:
Only available if "Is a Service" is unchecked.
Indicates the minimum amount of stock required.
If "Track Stock Levels" is checked and a Purchase Order Group is assigned and the "Minimum Stock Level" is reached a purchase order will be created for approval by the Purchasing Officer as specified by the Purchase Order Group.

Default Supplier:

Can only be added once the Supplier has been entered in Supplier.

Click on … button.

Click on SEARCH.

Click on Supplier Code

Reorder Quantity:
Determines the number of items ordered when a Purchase Order is created.

Purchase Order Group:
Determines rules to follow when a purchase order needs to be created.

Can only be added once the Purchase Order Group has been entered in Purchase Order Group.

Click on … button.

Click on SEARCH.

Click on Purchase Order Group Code

Track Stock Levels (CHECKBOX):
If selected will keep a running count of stock.

Requires Stock Details (CHECKBOX):
Can only be selected if "Track Stock Levels" is selected.
Select this if you wish to enter stock numbers for each item sold.
Setting has ramifications for Stock Screen behaviour.

Sale Price Calculation:
Determines how the sale price is calculated. Can be manual or automated (must press "Calculate Price").

Select “Average Cost + Profit Margin” or “Last Purchase Cost + Profit Margin” or “Manual”

Sales Price Profit Percentage:
Can only be selected if "Manual" is not selected for Sale Price Calcualtion.
Enter the percentage of profit you would like added to the Average Cost or Last Purchase Cost

Sales Price Profit Amount:
Can only be selected if "Manual" is not selected for Sale Price Calculation.
Enter the amount of profit you would like added to the Average Cost or Last Purchase Cost

Calculate Price (BUTTON):
Can only be selected if "Manual" is not selected for Sale Price Calculation.
When pressed after an item has been purchased through Purchase Order, and updated in Stock Detail

Sale Price (Ex. Tax):
Can be manually entered if “Manual” is selected for Sale Price Calculation.

If “Manual” is not selected for Sales Price Calculation, this field will be automatically calculated when the Calculate Price button is pressed

Sales Tax Percentage
Enter the percentage of tax to be applied to the item. Eg 10% would be entered as “10”

Sale Price (Inc. Tax):
When a Sales Price (Ex. Tax) is entered or calculated and the Sales Tax Percentage has been entered this field will show the Sale Price Including Tax.

Tumbnail Image:
Small image used for customer ECommerce site (Shopping Trolley).

Click on … button

Click on the Browse button

Locate the File you wish to upload in the Choose File window

Click on the Open button

Click on the Upload button

Large Image:
Large image used for customer site (Shopping Trolley). The large image is displayed when the small image is clicked.

Click on … button

Click on the Browse button

Locate the File you wish to upload in the Choose File window

Click on the Open button

Click on the Upload button

Example

1. Click on STOCK
2. Click on ITEM
3. Click on NEW
4. Click on ITEM CODE field
5. Enter “CHOPPING”
6. Press Tab to take you to ITEM DESCRIPTION field
7. Enter “CHOPPING BLOCK
8. Press Tab to take you to  ITEM TYPE field
9. Enter KITCHEN
10. Click on MIN STOCK LEVEL field
11. Enter “2”
12. Press Tab to take you to the REORDER QTY field
13. Enter “2”
14. Click on TRACK STOCK LEVELS field
15. Press Tab to take you to the SALE PRICE CALCULATION field
16. Select AVERAGE COST + PROFIT MARGIN from the drop down menu
17. Press Tab to take you to the SALE PRICE PROFIT PERCENTAGE field
18. Enter “20”
19. Click on CALCULATE PRICE button
20. Click on SAVE button