The stock module includes Stock setup and Enquiry, Purchase order receipts, Backorder allocation, Discount and Product groups, Stock import, Associations and Movement, Adjustments, Recalculations and Equivalences, Stock take and the TSI Luckins update.
The Stock Module looks after the day-to-day running of your warehouse and stock levels.
This is where all stock items are set up with codes, descriptions, costs, discount bands, selling prices, stock balances and re-order details. Details for automatic uploading to your website can also be setup here.
The enquiry screen gives details relating to individual stock items such as local costs and retail prices, branch stock levels, locations and details of outstanding backorders and outstanding purchase orders.
Purchase Order Receipts
This screen is for booking in goods from suppliers. Purchase orders with items outstanding are highlighted in red. There is also a facility for printing special item labels.
This screen is for allocating goods to outstanding sales orders. Part or full orders can be allocated by highlighting the items to allocate. Goods ready for allocation are shown in black whilst outstanding items are shown in red.
Discount Groups for sales and purchase can be set up with a definition which allows for code, description, discount to allow or receive and price band to be used.
The product group allows you to set up a product group name and assign discounts to those products selected to go into that particular group.
This feature allows you to import stock from existing external product detail sheets.
The Associations screen is used to setup associated items. These are items that are combined or sold together to make up one particular complete item. Stock balances and build costs are displayed. Using this information, an item sold on a ‘sales order' will automatically allow for selection of the components and inclusion of those selected on the sales order. Picking notes can also be generated.
The movement screen shows all movement of an item such as sales orders, adjustments made manually, at the time of stock take or when combining items. It also shows goods in and debit note transactions.
The adjustments screen is for making manual stock adjustments.
The recalculation screen allows for easy cost and price recalculation on individual or multiple stock items, or items in particular product groups. It works on a percentage increase of prices, costs or both. Multiple pricing structures can be selected for recalculation at the same time such as retail, trade, carton and bulk prices or costs.
If items are out of stock when entering a sales order the user will be offered alternatives from the equivalents records. This gives your customers the option to choose an alternative, equivalent item instead of waiting for the out of stock item to come into stock.
All four processes of a stock take are done through the system: preparing the stock by clearing out the last figures, printing off the counting sheets, inputting the counted figures of stock items and finally updating the stock file. This can be performed by bar code readers which makes the task more efficient.