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)


To Navigate to the stock modal:

Step     Action


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

  2.      Select {New} under Stock


OR


  1.      Select Stock from the {New} drop-down on the top navigation bar. 


           Note: When this option is used, the page will not redirect to the Stock View page upon saving 

           the stock modal. The pop-up message confirming that the stock successfully saved will also

           contain the link to the Stock View page.


       

A New Stock modal will open.

To Create the Stock: 
Complete the Stock Configuration fields. 


FieldDescription
NameEnter name of stock. This is the name of the Stock that will be displayed throughout the system. 
Supplier
Select Supplier from the drop-down menu. This selection is the Supplier who the Stock is purchased from.
Note: These options can be modified. (See Dockets-Supplier )
Supplier CodeEnter the Supplier Code. This is the unique identifier used to identify the Supply when ordering from the Supplier. 
WeightSelect a Weight from the from the drop-down or click on the icon to add a new weight.
SizeSelect a Size from the from the drop-down or click on the icon to add a new weight. This is the Parent Size of the Stock. 
ColorSelect a Color from the from the drop-down or click on the icon to add a new weight.
FinishSelect a Finish from the from the drop-down or click on the icon to add a new weight.
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 BySelect Price By from the drop-down menu. Stock can be priced by: piece, linear feet, square feet, or weight.
Round SheetsEnter in the percentage you want to round the nearest sheets to or leave as default value. Default set to 100%.
Lift SizeThis is the number of sheets for this Stock that can fit in one lift for cutting. 
Cut CostThis is the cost per Cut to cut this Stock.
Cut PriceThis is the price per Cut to cut this Stock.
Multipart

This is the number of parts this Stock is comprised of.

M WeightThis is the MWeight for this particular size of Stock.
CaliperEnter the Caliper for the stock. 

Caliper refers to the approximate thickness of a single sheet of paper as expressed in thousandths of an inch. It will be used to calculate press lift height. 

Usage: The approximate caliper of a single sheet for papers of various grades and basis weights.
GSMEnter the GSM for the stock.
Package QuantityThis is the default setting that will populate when this Stock is added to a Quote/Order/Product item.  If set to yes, the Sheets for Price value will calculate up to the next full package quantity, if set to no, the Sheets for Price value will calculate the actual number of sheets needed.

Enter the Package Quantity for the stock. This is how many items are in one package or carton. 
Price By CartonDefault set to No. Toggle switch to Yes if stock is priced by carton.
Inventory WarningToggle switch to YES to activate Inventory Warning.  This results in a pop-up warning of no stock and prevents posting on items with no stock to pull.
LocationEnter a description of where the stock is physically located in your facility.
Minimum LevelThis is the minimum level you want on hand before reordering.
Price PerEnter the Price Per quantity for the stock. This is the number of items your cost is based off. 
Online NameEnter Online Name for stock. This is the friendly name that can display online when offering different Product Attributes. 
GL Revenue AccountThis selection is the GL Account the value of this Stock will be assigned 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)