Navigation:  Managing Stock > Setting Up Stock

 

 

 

Chargeable stores issued will be invoiced at the standard price unless there is an entry in the Clients ‘Special Price’ table. Any store can be barred from being issued.  If a stores budget is set you will not be able to issue more than the budgeted amount, this is spread over two months to allow for fluctuations.

 

Stores are physically held at Depots. External stores are stores direct from external suppliers, delivered DIRECT to the site.

 

Stock can be ordered and when received from suppliers the number updated in the Depot.  

Go to Stock tab on the main menu and select F. Setup & Maintain Stock/Service Items

 

Stock is a list of everything you sell, divided into Stock items like Black Bags and Service items like Window Cleaning.

 

Most companies will have hundreds of Stock items, coding them logically can be useful. We suggest you set up groups of products starting with the same letter. For example, P could mean Paper and include Toilet Paper, Paper towels etc. Don’t get carried away with this, have a maximum of 10; otherwise it looses its simplicity in use.

Some suggested prefix ideas:

 

B = Bags and Bin Liners.

P = Paper.

G= General cleaning products.

 

For Service items, we suggest you use a logical code like DOC, WIN, INITIAL etc.

 

Every invoice line will require a valid Stock code.

 

For Over Budget Stock period set up, go to Setups > B. Setups & Defaults