Create Stock Codes

Create Stock Codes

INTRODUCTION

In Agility Professional there are a few ways in which a user can create stock codes:
When creating a purchase order
When in the EPOS screen
When browsing a supplier

The above are driven by security

SECURITY

In Tools/Tools Menu/Companies/System Parameters/Additional System Parameters/
Purchases Tab: Create Stock Code from PO
Sales Tab: Create Stoc Code from Sales

CREATE A NEW STOCK CODE

If you have the parameter(s) above switched on for sales and purchases when you tab out of the stock field the system will first prompt you 

If you reply No the system will continue as described in para. 19 above. If you reply Yes you the simplified stock creation screen is displayed.


This screen contains all the mandatory fields necessary to create a new stock code.
You can copy the information from an existing item using the Copy From field or alternatively complete the following fields
Description: a full description of the product
Supplier Code: the suppliers code for this product
Buy Case Type: The case type that the product is supplied to you in
Sale Case Type: The case type you will sell the product in
Barcode: The barcode for the product
Department, Product Category, Product Group and Product Type: The analysis codes you wish to se to analyse sales of this product.
Buy Price: The cost to uou of this product
Sale Price (Retail band 1): The price at which you want to sell this product.
Note: this will be NETT price (excluding VAT) or GROSS price (including VAT) depending on whether Set Retail As Gross is selected or not
Calc From Margin: You can enter the desired margin in this field on press Calculate to calculate the sale price. This is always a NETT Price
Sale Price (Trade Excluding VAT): Some users of Agility set trade prices in a different band rather than use customer profiling. If this is the case the trade price which is always Nett can be entered here
Band: By default, it is set to 2 for trade prices. If you have multiple bands, it can be changed here
Min Margin: The minimum margin that must be achieved for this product. Discounting below this minimum is not allowed.
Environmental Rate: If an environmental charge must be added to this products price this is set up here
E-commerce: By default this product is not selected for integration to web sites. You can select a specific site or all sites if it is to be integrated.
Vat Rate: The VAT rate to be applied to this product
Location: The location in which this product will be stored
Fashion Matrix: This lower section of the screen is only displayed if you sell fashion items.
If this is a fashion item select the matrices – usually colour and size and then the actual values for each matrix

Click Save or Cancel to exit this screen. If you save the system will continue just as though you had typed in the stock code.
When you have completed all information for the item to be purchased click the Add Item button.
The item will be added to the grid on the main Purchase Order screen and the Stock Item screen will clear for you to add the next item.
Before it saves two other processes may happen:

Warning Message: Adding the item QP001 as described above results in the following message being displayed

This is because Agility in order to help prevent over-stocking performs a number of checks on current availability and average orders. 

Nominal Code: When purchasing a non-stock item the system will prompt you to confirm the nominal ledger code it is to be posted to.
The default will be the supplier’s default nominal ledger but on occasions you may want to amend this.


Browse Suppliers

To access the above from browse suppliers go to Purchases/Browse Suppliers/Find the supplier and then select:




 





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