Eliza at 02:41, 3 March 2011

2011-03-03T02:41:00Z

Admin: Created page with " Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."

2011-01-13T06:57:44Z

Created page with " <menu name=myMenu2 align=center> Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."

New page

<menu name=myMenu2 align=center>
Product Screens=
[[Inventory Related Accounts]]
[[Bins and Batches]]
[[Manufactured Product]]
[[Extra Buy Price]]
[[Extra Sell Price]]
[[Miscellaneous]]
[[Picture]]
[[Quantities]]
[[Serial Number]]
[[Tax Codes]]
[[Product Formulas]]

</menu>

== Overview ==

← Older revision		Revision as of 02:41, 3 March 2011
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	== Overview ==		== Overview ==
		+
		+	The quantaties tab has three main functions.
		+
		+	*It is used both to view the current quantities and availability of stock held in each department/cost centre
		+	*It is used to manage stock reorder points for each department/cost centre
		+	*It is used to vary the sale price of products for each department/cost centre
		+
		+	'''Quantities'''
		+
		+	*Select a product from the Product List
		+	*Select Quantities tab
		+	This screen is split in two horizontally. In the top half you will see the following columns starting from the left
		+
		+	*'''Department''' - All figures are displayed against the respective Department or Cost Centre. Only Departments
		+	that track the selected product are shown. To activate more departments, select the last department shown
		+	and use the down arrow on your keyboard to create a ne line and select the department from the drop down list.
		+	To deactivate a department for this product untick the ACTIVE box at the far right of the row.
		+
		+	'''Quantity Read As Units'''
		+
		+	*'''Available''' - This is the quantity that is available to be sold. It is the In Stock quantity less any allocated stock
		+	*'''Allocated BO''' - This is the quantity that is on Back Ordered Invoices
		+	*'''Sales Order''' - This is the quantity that is on Sales Orders that have not been converted to invoices
		+	*'''Sales Order BO''' - This is the quantity that is on Back Ordered Sales Orders
		+	*'''In Stock''' - This is the total quantity of stock physically in the department regardless of whether it has been
		+	allocated to a customers order
		+	*'''On Order''' - This is the total quantity of stock on Purchase Orders but not yet received
		+	*'''Default Bin''' - If Bins are activated for this product, the default bin for storing and retrieving stock is entered here.
		+	This does not stop you from allocating stock to other bins as required.
		+
		+	'''Quantities by Unit of Measure'''
		+
		+	At the bottom of the screen the available stock is displayed in the various units of measure available for that product.
		+
		+	*Select the row that relates to each department in turn in the top half of the screen. Note that the Unit of Measure
		+	display at the bottom of the screen changes to display figures for the department you select.
		+
		+	*'''Unit of Measure''' - This column will have a line for each UOM available for this product
		+	*'''Product's Total Available Quantity''' - This is the total number of individual units of the product
		+	'''*UOM Multiplier''' - This is the number of units that go to make up the UOM eg. If the Unit of Measure is a Box
		+	that contains 4 units, this figure is 4
		+	*'''Total Available Qty If Read as UOM -''' In the above example, if the Product's Total Available Quantity is 4
		+	this column represents that figure as converted to the Unit of Measure of Box. ie. 1 (4 units available = 1 Box
		+	available).
		+
		+	'''Unit of Measure Quantities as Bought and Sold'''
		+
		+	On the right of the screen at the bottom is seen the movement of stock in the UOM as shown on Purchase Orders and
		+	Invoices etc. eg. If you always puchase by the Box and sell by Units the movement in the Box row will show a positive
		+	movement and the Units row will show a negative movement.
		+
		+
		+	'''ReOrder Points'''
		+
		+	To the right of the Default Bin column in the top half of the screen are 3 columns containing reorder information.
		+	ReOrder information is used by Auto Reorder and Auto Transfer functionality. To use Auto Reorder you must
		+	select the Auto Reorder option in the Main tab of the [[Product File]] You must also have a preferred supplier entered
		+	in the Main tab
		+
		+	*ReOrder Point - This is the stock level at which you wish to order more stock
		+	*Preferred Level - This is the level of stock that you would prefer to have on hand at any time after giving
		+	consideration to the frequency of sales and the time required for suppliers to deliver stock when ordered
		+	*ReOder Amount - This is the quantity that you want to order when the ReOrder Point is reached
		+
		+
		+	To Auto Reorder selct the Auto Reorder button in the Inventory Tab. Each product with Auto Reorder turned on will have
		+	the ReOrder information analysed and any products with Available quantities equal to or less that the ReOrder Point will
		+	be listed for you to approve or decline a purchase order.
		+
		+	'''Variant Pricing'''
		+
		+	In the \Varian Pricing columns you can set a variation percentage or variation amount for each department. If you set
		+	a variation percentage of 15% for a department, all sales from that department will be for a price that is 15% higher
		+	than the relevent prices set in the Main tab or in the Extra Sell tab, after allowing for any other discounts
		+
		+	'''New Unit of Measure
		+	'''
		+	Some Products can be bought and sold in various [[Units of Measure]]. Example: You may purchase a product by
		+	the carton. Each carton may contain packs of six bottles. When selling the product you may offer the option of
		+	selling individual bottles, Packs of 6 bottles or entire Cartons. Using Units of Measure means that a user does not
		+	need to know the quatity of a carton or pack, they simply sell 1 carton etc.

Quantities - Revision history

Eliza at 02:41, 3 March 2011

Admin: Created page with " Product Screens= Inventory Related Accounts Bins and Batches Manufactured Product Extra Buy Price Extra Sell Price [[Miscell..."