Stock Items
Setting up a New Item
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From the Stock menu select Items
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Select the New Item button
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By default, the reference is populated with the next available in sequence, to overwrite this, type the reference required into the Reference input box.
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Enter the description of the Stock Item. 📎 Please note, this is the text that shows on the supplier orders and stock takes.
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Choose the stock Category from the drop-down list that this Stock Item is linked to.
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Select the Stock Unit Family, this is the base unit that this stock item is counted in. Select either Units, Mass or Volume.
🎓 Example – Units- sold and stock counted in single items e.g., Bottle Beer, Mass- sold and stock counted by weight e.g., Flour, Volume- sold by and stock counted by liquid volume e.g., Bottle Vodka
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Select Next
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All Stock Items should have at least one supplier attached. Select the Add Supplier button and the supplier details form is displayed
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From the drop-down menu select the Supplier.
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Enter the Code of the stock item from the supplier catalog. 📎 This code prints / displays on any purchase orders generated for this supplier
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If there are multiple Suppliers for this Stock Item select Preferred if this is the main supplier
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Enter the Case Qty, the number of units that are delivered in a Case from this supplier
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Select the Case description from the drop-down menu that this Stock Item is delivered in from this supplier.
🎓 Example – Bottle Beer =24 Case, Flour= 25 Kg, Bottle Vodka= 1.5L
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Enter the Cost of a case from this Supplier
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From the drop-down select the VAT Rate that applies to the Stock Item purchases.
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Enter the Stock QTY and select the Stock description from the drop-down menu, this is the units that are used for counting stock levels. 📎 Stock units are based on the stock family as configured from the main product, Units, Mass or Volume.
🎓 Example – Bottle Beer =1 Each, Flour= 1 Kg, Bottle Vodka= 35 ml
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If using the barcode scanner enter the Case Barcode and the Unit Barcode.
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When finished select Save
Linking a Stock Item to a Product
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From Products select the Product to link the Stock Item to.
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From the Stock tab, select Add Stock Item button.
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Select the Stock Item or Items that are linked to this product. Search by typing the Stock Item description. Click OK when finished.
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Enter the quantity and Stock unit of the Stock Item that is included in the sales product.
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The cost price is calculated as well as the Gross Profit and Gross Profit %
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Additional Recipes and Stock items can be added to the product. When finished save the product.
🎓 Stock Examples
🎓 Units e.g., Coca Cola bottles bought in Cases of 24 Bottles and sold as single items on the point-of-sale
Purchase - Case Qty =24 Description= Case Stock- Stock Qty =1 Description= Each POS- Bottle = 1 Each
🎓 Units e.g., Draught Beer bought in Kegs with 88 Pints and sold as individual items on the point-of-sale
Purchase - Case Qty =88 Description= Keg Stock- Stock Qty =1 Description= Each POS- Pint = 1 Each Sales Unit- Half = 1 Each / 0.5
🎓 Volume e.g., Draught Beer bought in 50 Litre Kegs and sold as 568 ml Pints on the point-of-sale
Purchase - Case Qty =50 Description= Ltr Stock- Stock Qty =1 Description= Pint POS- Pint = 1 Pint Sales Unit- Half = Pint x 0.5
🎓 Volume e.g., Spirits bought in Litre bottles and sold as 35 ml measures on the point-of-sale
Purchase - Case Qty =6 Description=Box/ Case Stock- Stock Qty = 1 Description= litre POS- Shot = 35 ml Sales Unit- Double = Shot x 2
🎓 Units e.g., Wine bought in Cases of 6 and sold as Bottles on the point-of-sale
Purchase - Case Qty =6 Description= Case Stock- Stock Qty =1 Description= Each POS- Bottle Wine = 1 Each
🎓 Volume e.g., Wine bought in a Box of 6 and sold as Bottles and 150ml glasses on the point-of-sale
Purchase - Case Qty = 6 Description= Case Stock- Stock Qty =750 Description= Ml POS- Bottle = 750 Ml Sales Unit- 150ml Glass = Bottle X 0.2 Sales Unit- 250ml Glass = Bottle X 0.333
For a Full Stock Guide please read the following article: