Stock - Stock Item Maintenance - Price 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.
Please note that the KB is being updated daily so more information will be added.
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.
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
Two thirds rule - More information to follow
Fitted Goods Rate - More information to follow
Statistics
This is information based up the product
Supply - Required
This information is required to save a new code
Preferred Supplier - Where the product is purchased from - Required
Supplier Ref - Suppliers code used when ordering - Best practice is to complete
Lead Time - What variable is being used here, days????
Recommended Qty to Buy -
Base Units - Default is Items and is added by default
Case Type (Purch) - This is required and is case type used to purchase code from supplier - Required
Default Case Type (Sales) - This is required and is case type used to sell the code - Required
Stock - Case Types Select lnk further information
Comparative Multiplier - More information required
Alternative Supplier - This is so that multiple suppliers can be linked to a code and when PO's are raised best price will be showed.
Web link - Enter the URL and this can be selected in the EPOS screen to show a customer
Buy Price - Required
Select the ADD button to create a new price for the code
NOTE: IF there is only 1 supplier for the code select the Price field and below will automatically be populated.
Supplier - Select the supplier from the list. This is created from the supplier tab for preferred and alternative
Currency - Will be selected once the supplier is
Stock Type - Defaults to S = Standard Stock
Case Type - Selected from the Supply tab
Valid From\Until - How long the price exists for - Defaults to 50 years
Price - Add the price
Four Places - This is driven from the Sale Price tab
Once above is done select OK
The price will then be added to the form:
If the price changes select remove and repeat above
Pricing - Required
The sale price tab is the same as the buy price.
Price to Four Decimal Places: when this is ticked this enables buy price also to 4 decimal places.
Select the ADD to crate a sale price
Currency, Stock Type, Case Type and qty are populated automatically
Price Band - 1 is entered automatically by default but this can be changed and from the drop down set to default. This then enables the new Price Band to be the default for this code. NOTE: Unless bands have been created leave as default 1
Price - Enter the price. Once this has been done the MArgin field will be automatically calculated showing the margin based on the buy price
Margin - Do not enter the price first enter the margin required for the product and then select CALCUALTE and the price is populated based upon the margin value.
Set as Gross - This flags the price including VAT and the margin fields then have N/A.
Valid From - Default is the date the price is added but this could be changed to a future.
Select OK when finished and the price is added to the form
If, Use Gross is selected the VAT value is added to the Net Price
If, Price to Four Places the price is based on 1.0000
Discounts -
Disallow - Prevents the code being discounted
Min Margin % - add percentage to prevent the code being discounted below the margin %
Excl Margin No Cost - More information required
Min Marg Break - More information required
Min Margin Breaks - More information required
When a code is saved for the first time the nominal accounts also need to be assigned to the code and the following message box appears:
Abandon - Lets the user change information if required
Continue with Save - Applies the changes and a new code is created.
OTHER TABS
The below will be updated the above is the basics to create a new code
Analysis(1)
Analysis(2)
Stock Analysis
Fashion
Set Up Costs
Stock Pictures
E-Commerce
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