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  • SKU/Item Code (is stock keeping unit) is also search code.  Use this field to Useful things to know#Searching in the system for an Article you are looking for.
    • Note changing SKU/Item Codes can only be done by persons with the Secure Feature of "Can Maintain Article Details" when it has a qualifier >0
  • Name is commonly displayed as well as SKU in the system
  • Description
  • Category is used in a number of areas in the system and is setup in Article Categories where you can see all the items that belong to a particular category.
    • Purchasing
    • Portal
    • Webstore
  • Quantity Unit is the base unit of measure
  • On Hand is the current total quantity of the item in stock - have a look at Article#Stock Tab for details
  • On Sales order is the current quantity that has been committed in the system but have not yet been shipped. To be included the order must be committed
  • ETA is expected date for next arrival of a purchase order
  • Barcode is an alphanumeric field to store the barcode definition
  • Price GST indicates if this Article is generally sold as GST-inc.
  • Default Value Price is a value that can be used if a different estimate of the value of inventory is of interest than the inventory standard cost
  • Default Buy Price is the default price to use on Purchase orders
  • Default Sell Price is the default price to use if no other price list applies to the order
    • Note that if there is no default sell price the item will not be found by the sales order when looking up items
  • Mass is used for planning Cartonising process
    • Net Mass is the item
    • Gross Mass is the item plus packaging
  • Physical Dimensions is also use for planning Cartonising process
    • Width, Depth, Height
  • GL Account is the default GL account to use when selling this item
  • Manufacturer is the default manufacturer for this item and is used in Purchase Order Flow for clothing to limit the lists of items by manufacturer
    • Their Part Number outlines the part number that is used by the supplier and is used on Purchase Order Flow for clothing sent to the supplier (depending on your configuration of your purchase order printouts
  • Product Livespan and Available Warrantee
    • Not available before or after limits ability to use the Article in sales and purchase orders, it can still be used however warnings will make it more difficult to use
    • Warranty Period (months)
  • Private SKU Owner - Stock Article will only be visible to 
    • An individual debtor - if entered
    • A buying group member - All Debtors linked to the buying group will be able to purchase this product
  • State Availability
    • If no states are ticked - the stock is available in all states
    • If some states are ticked - the stock is only available in those states
  • NIP (If Expiry Dated products)

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  • Quantity Discounts is a sales discount and enables this item to have a discounted price when a particular quantity is reached on a sales order.
    • Quantity that must be purchased minimum
    • Unit price Price Lists limits this quantity discount to those who qualify for a particular Price Lists 
    • Order Qty must be in Qty Discount Multiples will limit the quantities that can be ordered and receive discounts to multiples of the qty discount
  • Price List grid shows the pricing by Price Lists
    • Price
    • Maximum Quantity is used by the portal to ensure order quantities are not above a certain value
    • Price list this relates to
  • Buy or Sell determines where it is available in the system
    • Buy - available on Purchase Orders
    • Sell - available on sales orders.
  • Supplier Orders
    • Shipping unit (buy) is the units that are used for purchasing
    • Cartons per layer is the number of Articles per layer
    • Layers per pallet
    • Alternative Buy Price
  • Selling or Shipping Details
    • Shipping unit (sell) is the units that are used for selling
    • Cartons per layer is the number of Articles per layer
    • Layers per pallet
    • Average cost is the current for the item based on recent purchase prices and Landed Costing
  • Sell Rate and Forecast area
    • '''Sell Rate Days''' is the days to look back to calculate the sell rate of an item
    • '''Min Days of Stock''' shows the number of days of stock available using the Daily Sell rate and the quantity available
    • '''PO to Delivery days''' is the standard time between placing an order on your supplier and receiving the stock in store
    • '''Daily Sell rate''' is calculated based on the weeks to look back in history as set in Maintain Stock Control Settings Sell Rate Days and is an average assuming 7 days sales per week.

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Shows stock on hand and enables stock additions - this does not automatically create journals and is normally only used either when the system is first put live or if the item does not have a stock value. Note that a Secure Features List and their impacts controls if a user has access to use this feature.

  • JIT Component or Assembly - is this a just in time assembly or component - or is it stocked. Items flaged as JIT will not be stocked and hence will not be removed from stock by a transaction.
  • All stock must carry a batch number The grid shows all stock across each location with details by batch number
  • Double click on any of the locations in the grid to have a look at the details
  • Right click to move stock from one location to another
    • From location will populate from the location you right click on
    • To location to be filled in with quantity
    • Effective date can be filled in (will default to today)
    • '''Move Stock''' button to action
  • Right click to break a "Pack" assembly into components (note will only break one at a time).

Manufacturing Tab

  • Is Manufactured flag - will be available in Manufacturing lists and reports
  • Production Batch Size - set to 1 at this stage (not used)
  • Estimated Prodution time (not used)
  • Manufacture Expiry Days - when manufacturing the expiry will be set this number of days from the production run
  • QA Group - points to QA Test Groups which hold the QA Tests that will be used when this is produced
  • Instructions URL - provides the ability to hold a web link to an area (like a wiki) that has your production instructions that will be shown on manufacturing order
  • Station type - will default the station this is to be produced on
    • Note that if at item is a "JIT pick" item ( Stock Tab ) and is manufactured and has station type "Labelling" then the system creates a linked labelling job when the manufacturing job is created
  • Preview stock Availability to Produce button - enter a qty and the grid will populate with the required ingredients to make that number and if the ingredients are available.

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