| Legend | ||
|---|---|---|
| ForeX | Foreign Currency | |
| PO | Purchase Order |
...
| Field | Details | Note | ||
|---|---|---|---|---|
| Code | Your Code for the item | |||
| Description | Item Description | |||
| Last Purchase Price | The price you last purchased it for | |||
| Standard Cost | The suppliers normal sell price | |||
| Tax Rate | Your tax rate | |||
| Units Purchase | What unit do you purchase in IE: BX is Box (These units of measure can be edited in inventory settings Purchase Orders ) | |||
| Min Quantity | The Min Qty you need to keep on hand | Wont show in spreadsheet | ||
| Max Quantity | Max Qty to keep on hand | Wont show in spreadsheet | ||
| Re Order Multiplier | In terms of the stocking unit how many multiples are required to re order as (E.g controls come in packs of 10 so you have to order 10 or 20 not 15) | If your "Unit purchase" is in Meters, your "Unit stock multiplier" needs to be entered as MM | ||
| ForeX Code | Code used for ForeX | Wont show in spreadsheet | ||
| Last Purchased ForeX | The price you last purchased it for in ForeX | Wont show in spreadsheet | ||
| Stocking Multiplier | Multiple "Unit Stock" by "Units purchased" | |||
| Units Stock | What unit do you stock in IE: BX is Box | |||
| Selling Multiplier | ||||
| Supplier | Enter you Supplier here | |||
| Supplier Code | Enter the Code your Supplier provides you for the item | |||
| Supplier Description | Suppliers Description of goods | |||
| Units Sell | What unit do you sell in IE: BX is Box | |||
| Cost Method | What cost do you want to default to (Average, Standard, Last purchased) | |||
| Product Size | ||||
| Product Type | Component, Serivce, Manufactured | |||
| Operation | If this is a new item then the operation is A, E is to edit and existing item and D in to Deactivate |
Manual Purchase Orders
Creating a New Purchase Order
...
| Field | Description | |
|---|---|---|
| Total Purchased | Total Amt you are ordering | |
| Total Adjustments | ||
| Total Ordered | Unit x Total purchased | |
| Total Ordered To Date | Total order for this item to date | |
| Total Ordered Outstanding | Outstanding orders not processed | |
| Total Current Stock | Stock on hand according to the stock take Inventory Stocktake | |
| Is Less Then Min Stock | True means you are low in stock (Less than Minimum Stock QTY) | |
| Stk Qty To Order | Amount to order that will get you to the Max on hand you set | |
| Qty To Order | If you need 80 and you order per box of 20 this could be 4 ?? | |
| Unit Cost | Per unit cost | |
Total Amount | Unit x | |
| ETA Date | Estimated Arrival Date | |
| Notes |
Process Purchase Order
Once you have saved your changes to Stock-Reordering, the purchase order will appear in Purchase orders "Pending" (Purchases→ Purchase Orders→ Pending)
Stock deduction
Once a purchase order is processed the stock is deducted from
...
| Code | Description/Meaning |
|---|---|
| BX | Box |
| CT | Crate |
| EA | Each |
| LG | Length |
| M | Metres |
| MM | Millimetres |
| PK | Pack |
| PR | Pair |
| RL | Roll |
| ST | Set |
| M2 | Square Metre |
| WM | Width Metres |
...