Stock - Adding a Stock - Configuration



Note: Calculations will be based on imperial or metric system depending on the Measurement Unit

settings. (See Configuration-Measurement Units)


Step     Action

  1.      Select {Inventory}. The page should open on the Stocks tab.

  2.      Select {New} under Stock. A New Stock modal will open.

  3.    Complete the Configuration fields.

Field
Description
Name
Enter name of stock.
Supplier

Select Supplier from the drop-down menu.
Note: These options can be modified. (See Dockets-Supplier )

Supplier Code
Enter the Supplier Code.
Weight

Select a Weight from the from the drop-down menu.
Note: These options can be modified. (See Stock-Weight)

Size

Select a Size from the drop-down menu.
Note: These options can be modified. (See Stock-Size)

Color
Select a Color from the drop-down menu.
Note: These options can be modified. (See Stock-Color)

Finish
Select a Finish from the drop-down menu.
Note: These options can be modified. (See Stock-Finish)

Tags

Select one or more Tags from the drop-down menu. To add a customized tag, manually type the tag and hit enter.
Note: These options can be modified. (See Stock-Tag)

Price By
Select Price By from the drop-down menu. Stock can be priced by: piece, linear feet, square feet, or weight.
Round Sheets
Enter in the percentage you want to round the nearest sheets to or leave as default value. Default set to 100%.
Lift Size
Enter the amount of sheets that can be cut at one time or leave as default value.
Cut Cost
Enter in the Cut Cost for this stock or leave as default value.
Cut Price
Enter in the Cut Price for this stock or leave as default value.
Multipart

Enter the number of parts this stock has or leave as default value.

M Weight
Enter the weight of the stock.
Caliper
Enter the Caliper for the stock. 

Caliper refers to the approximate thickness of a single sheet of paper as expressed in thousandths of an inch. 

Usage: The approximate caliper of a single sheet for papers of various grades and basis weights.
GSM
Enter the GSM for the stock.
Package Quantity
Enter the Package Quantity for the stock.
Price By Carton
Switch default set to No. Toggle switch to Yes if stock is priced by carton.
Location
Enter a description of where the stock is physically located in your facility.
Minimum Level
Enter the minimum amount you want to keep in stock.
Price Per
Enter the Price Per quantity for the stock.
Online Name
Enter Online Name for stock.
GL Revenue Account
Select an account option from the drop-down that you would like the price of the Stock posted to.

Note: These options can be modified. (See Accounting-GL Accounts)



Stock Configuration information can be saved by selecting {Save} at bottom right corner of the modal window. A Stock view page will open. The page will now show the name of the new Stock.


Note: Additional Stock sections can also be completed from the New Stock modal before saving.

(See Stock-Pricing and Stock-Markups)