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05, Jun, 2024

The Stock Article screen may have different capabilities visible depending on your company. All capabilities are available to any company - but if you do not need them they may be turned off to reduce clutter.

Clothing companies see Managing Clothing Articles

Overview

The Article is referred to as an Item by the purchase order, sales order and other screens in the system that deal with inventory.

Standardising the Article Name (Food) - Stock Control Configuration

Articles can have standardised names made up of pieces of information about the article.  This is useful when a logical internal name can carry information to help users.  There are a number of name algorithms and if you have a preferred one talk to us.

I the below example the Article Name is made up from pieces to get a consistent naming convention

Sell Rate

Set the sell rate number of days to look back for calculation on Maintain Stock Control Settings screen

  1. The sell rate calculated is a weekly sell rate

  2. When calculating weekly sell rate, the system checks for first sale date in the period AND looks back 4 times the sell rate period to see if the product was for sale before the sell rate period. 

    1. If the first sale is in the sell rate period then calculate the sell rate as the sales divided by the number of weeks since the first sale.

  3. Show the weekly sell rate by warehouse in the Article form Stock Re-order Extended Attribute.

How to find the top 100 items by sell rate

To manage the sell prices, RRP, or min / max levels to be held of your top 100 items - use the play list.  You can easily find them to add them to the play list as follows

Right click to do stock adjustments in your warehouses or your Franchisee warehouses

Article Tab

General information about this Article

  • 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

    • each

    • bulk/pack (allows product weight per pack to vary)

    • Pack - is made up of components

    • Other - eg dual units of measure (meats, cheese etc) or lengths (wood, metal etc)

  • Quality Level

Stock Settings

  • On Hand is the current total quantity of the item in stock in this entity - have a look at Article#Stock Tab for details across warehouses / Franchises

  • Available stock is stock after all current orders, move orders, etc in the system

  • 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

  • Storage requirement will limit the stock locations available to those that comply with the storage requirement

  • ETA is expected date for next arrival of a purchase order (see also Audit > PO tab)

  • Barcode is an alphanumeric field to store the barcode definition

    • There is the ability to add as many barcodes as you want per product

    • There is a global barcode management feature - populate all the barcodes you have purchased then gradually consume them as you assign them to products

  • Serial Mode

    • Generated on sale

    • Aquired on sale

    • Generated on Receipt or manufacture

    • Aquired on Recept or manufacture

  • Replenishment quantity is default quantity for replenishment of pickface

Prices and GL

  • 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

  • FOB Price - indicates the foreign suppliers typical FOB price and is used for Drop Ship Sales Orders that are delivery to foreign wharf

  • Buy / Sell Setting indicates if it can be purchased, sold or is only an internal item

  • Buy / Sell GL accounts can be used to over-ride the defaults held at supplier or GL Control Accounts

  • 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 unless there is a sell price volume price break

  • Average cost - is a rolling average and updated by Landed Costing

Purchasing and Selling

  • Purchase multiples can be specified using Quantity price breaks on the Prices Tab

  • Supplier factory - if a supplier has multiple factories then purchase orders will limit to the factory to avoid mistakes

  • Pallet arrangements with units per layer, layers per unit from supplier, for storage and to ship can all be held

  • Country of Origin - used for international sales orders to indicate country of origin

  • Shopping cart status - featured, new, top seller, hidden - affects the view in the Online Webstore

  • Export Description - where a different item description is desired for export orders

  • 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

  • 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) - duration of customer warrantee from purchase

    • Supplier warrantee period (months) - duration of customer warrantee from purchase that supplier will cover

  • Product Status

    • Active

    • Proposed - cannot yet be sold - but can be placed on sales orders to indicate possible demand - see Managing Clothing Articles

    • Runout (until sold) cannot be added to purchase orders and is not planned by Product Forecasting Based on Sales History

    • Hold (Temporary) - visible on sales orders and purchase orders however cannot be added

    • Inactive - only found when searching for inactive products

  • Supplier / Manufacturer is the default manufacturer for this item and is used in Purchase Orders to reduce the lists of items by manufacturer when required

    • Their Part Number outlines the part number that is used by the supplier and placed on the purchase order sent to the supplier

    • Brand is the suppliers brand - or house brand for the product

    • Range is the product range within the product brand where this applies

    • Spec / MSDS links to documents held in the system that may be referenced by multiple Articles

  • 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

  • lead times for PO to Delivery, Quarantine can over-ride supplier defaults

  • Maximum shelf life - reduces errors in data entry

  • Sell rates are calculated regularly by warehouse  / retail store

  • Default expiry days, useby horizon days (min useby days for customers), distributor horizon days - all can over-ride defaults from the supplier that can overide defaults on Maintain Stock Control Settings