Stock - Stock Item Maintenance - Accounting Tab
INTRODUCTION
Once a stock code has been created this can then be maintained by going to Stock\Ledger Maintenance\Stock Item Maintenance\Stock Items or by selecting the shortcut on the menu.
From this screen a codes can also be created and there are four tabs required:
Accounting, Supply, Buy Price and Pricing (Sale Price)
In each of these there is much information but only what states required is mandatory for creating a code.
The screen works on TABS like many screens in Agility.
The buttons NEW and CLOSE will give the user options to save or cancel the changes.
The NEW button keeps the above screen open and the CLOSE will close the screen.
One of these will need to be selected to SAVE the new code or any edits.
This is to get a user creating a code or maintaining existing codes
Accounting - Required
From the top:
Code - Type a new code here - 25 characters long no spaces - Required
Maintain Stock Records - Physical stock sold by the company
Treat as Service Item - Items where tracking the stock is not required E.g. Paper bags
One of the above is Required
Description - Enter a description for the code 50 characters - Required
Track Batch Numbers - Select this if the item is batched tracked - cannot be undone once saved.
Does the batch item have an expiry date.
The above will be used when receiving goods into stock and a batch number and date will need to be added.
Only Required if it is a batched tracked item
If the above is ticked a message box is shown upon saving
If YES is selected the code CANNOT be changed to a tracked item and a new code will need to be created.
Or delete the code if no sales or purchases have been done.
Link document on Batched Tracked Items
These are for maintaining the stock file;
Suspend - Can sell goods but not purchase from suppliers
Close - Can neither purchase or sell but there MUST be 0 stock before this can be flagged
Nominal Accounts: - Required
Sales Account, Stock Account and Cost of Sales will be automatically populated upon saving the new code
VAT - Required
- Select t he ADD button
Select the country from search glass
Select the VAT rate from the search glass
Once done select OK
Environment Rates
This is used for products which have a WEEE levy - Link Document
Only Required if item qualifies for WEEE E.g. Fridge Freezer
Stock Requirements
This section is linked to Stock Requirements - Link Document
Link document on Stock Requirements
Two thirds rule - More information to follow
Fitted Goods Rate - More information to follow
Statistics
This is information based up the product
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