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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 /wiki/spaces/SI/pages/33054894 
    • 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 /wiki/spaces/SI/pages/33054894
    • 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.

Stock Tab

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 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)

Default receipt bay

If there is no stock in the system - the bay at the

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top of the screen

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is the default stock location that will be used 


Choose a different bay at the bottom - then use the action menu > Set default bay location

If there is stock in the system - the system defaults the put away location to the location with the most stock

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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