Other stocks

'Other stock' refers to stock other than paper. An example might be slide or comb binders. You will need to define these items in order to record their use in job costing or shop floor data capture, but they are not required for estimating. You can also make them into 'controlled stock' - so that their stock level can be monitored and they can be re-ordered through the system.

Reference: enter here the a stock reference for this item. This will cross reference to your Stock control package if required.

Controlled stock: check this box if you want this to be a controlled stock item - i.e. with levels and movements recorded.

Stock category: this is the category into which the stock item falls. The list of categories in the list are set up in system configuration > categories in the system maintenance section of the main menu.

Unit of measure: The unit by which you consume this item - could be 1 or 'pack' etc

Tax code: the list from which the tax code is chosen is set up in system configuration > local data in the system maintenance section of the main menu.

Location: Optional reminder (if required) of where this item is kept. This is a 4 digit code.

Current level: How many units you have in stock. You can't change this value here, as this is controlled by the movements program.

On order: How many units are currently on order. You can check the details of those orders by selecting this item in controlled stocks, and selecting the 'orders' option. You can't change this value here, as this is controlled by the movements program and the purchase order system.

Reserved: How many units are reserved to be used on jobs. You can check which jobs they are and see the quantities required on each by selecting this item in controlled stocks, and selecting the 'jobs' option. You can't change this value here, as this is controlled by the job desktop, which creates the reservation as the job is confirmed, and allows you to maintain the reservation through the committals tab.

Free stock: is the stock on hand, plus any on order, less any reservations. This field is not editable.

Last issue date: The date that this stock item was last issued to a job, either through movements or via job costing or shop floor data collection. This field is not editable.

Max stock level: (for controlled stock) if the free stock level falls below the minimum level, then the re-orders list will automatically suggest that it is replenished to this maximum stock level.

Min Stock level: (for controlled stock) if the free stock level falls below this minimum level, then the re-orders list will automatically suggest that it is replenished to the maximum stock level.

Purchase multiple: When purchasing an item many suppliers require you to purchase in multiples of the base unit. For instance you might require to order 175 wire binders, from a manufacturer who only sells them in 50 's. You would order the number of binders required, but rounded up to the next 50. In this case you 'd have to order 200 to get your 175. The unit in this case would be 1, and the purchase multiple would be 50.