Difference between revisions of "Getting started - Stock Control"

Latest revision as of 05:28, 18 April 2019

Summary

The following article explains how to get started with Stock Control.

More Information

Creating Stock Codes

The first thing you need to do is create stock codes.

Stock Quantities

Now you have created stock codes, you will need to enter your current quantities into stock. To make it easy to check the quantities and change them as you go along, setting up an internal purchase order is the easiest way to do this.

See Creating a purchase order for details on how to create a purchase order.

Selling Items

When customers come into the shop and want to buy items over the counter that you have on display, you will use the system to raise an invoice for this. It can be a full A4 size invoice, or a slip receipt.

See Selling parts over the counter for details on how to sell items.

Booking Parts to Workshop Jobs

You will need to book out stock items to Workshop Jobs. You may want to do this where possible in advance, so that the technician can get straight on with the job. Alternatively you can simply pick the parts on demand.

See How do I add parts to a workshop job? for picking the parts on demand.

See How do I create a workshop estimate? for picking parts in advance. Ignore the "Printing the Estimate" section, but use the "Turning the Estimate into an Invoice" section so that any items that are not in stock are ordered automatically.

Taking Orders for Items

Items that need to be ordered can come from a number of different sources. Some of these sources are:

1) Customer order over the counter.

See Taking a Parts Deposit.

2) Item needed for a workshop job.

See How do I order parts for a workshop job? if you know that you need the item, or How do I create a workshop estimate? if you want to check if you have it in stock, and then order it.

3) Stock quantity below your reorder level.

See How do I Run a Reorder Report?.

Reports

You have a wide choice of standard reports, and there is also a Report Generator for you to design your own reports.

For those reports which have a wide application, see here

Regular Tasks

For procedures that you should carry out on a regular basis to maintain your system, please see Recommended parts, accessories and clothing routines.

Based on our customers' experiences, carrying out these tasks regularly keeps your system tidy and accurate. This means that you can place your trust in the information that it provides, allowing you to drive your customer service levels up and freeing you to focus on increasing sales and managing your parts stock efficiently.

@@ Line 1: / Line 1: @@
-{{Incomplete}}
+== Summary ==
-==  Summary ==
+The following article explains how to get started with {{ST}}.
-The following article explains the basics of Stock Control to get you started.  For detailed Stock Control advice, please referr to the relevant Knowledge Base sections.
-=== Add/Edit Stock Codes ===
+== More Information ==
-Get into "Stock Control" -> "Add or Edit Stock Items"
+=== Creating Stock Codes ===
-*This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button.
+The first thing you need to do is create stock codes.
-*Enter your part number and press {{KeyPress|Enter}}
-{{Note|text=When creating your part numbers, it is important to have a written procedure laid down for designing part numbers that everyone follows so that there is consistency and structure. Avoid spaces, slashes, dashes and odd characters in your own part numbers.}}
-*Enter the description of the item. There are three lines available to describe the item.
-{{Note|text=Try to keep all the significant information on the top line of description since this is the one that appears on all searches and will be the main line for reporting purposes. The small tick boxes next to each line denote whether that line will be printed on external documentation such as invoices or delivery notes. This is useful if there is description you need on the stock code for searching or reporting purposes but do not want the customer to see.}}
-*Click twice on the {{DataPrompt|Retail Price}} and enter your recommended retail price excluding V.A.T.  You can enter the price including V.A.T. and press {{KeyPress|F2}} to deduct the V.A.T.
-*At the {{DataPrompt|Cost Price}}, enter your Cost Price.
-{{Note|text=When you create the part number, you can enter your own cost price here. Once you book the part number into stock, this price will generally reflect the cost price of the oldest item in stock, and you will not be able to edit it directly here. To alter the cost price, the items would have to be taken back out of stock and then booked in again at the correct price.}}
-*To enter the Group for this item, get into the Group/Analysis Tab.
-{{Note|text=Usually this would be {{DataValue|PAR}} – Parts, {{DataValue|ACC}} – Accessories or {{DataValue|CLO}} – Clothing but you may have a different structure to this.  Various reports can be produced based on this group field, e.g. Reorder Reports or Stock Takes so it is handy to put similar items into a group. If you end up with more than 30 groups, you may be over-analysing!}}
-*To choose from a list of groups, press {{KeyPress|C-F1}} then {{KeyPress|Enter}}.  Highlight the appropriate group then click on {{Button|Choose}} or press {{KeyPress|F2}}.
-*To create a new group, enter the code to use and press {{KeyPress|S-F10}}. Enter a description for the group then press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save it.
-*When you have finished creating a new part, either press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save the record or click on {{Button|Done}} (which will appear on the bottom right corner of your screen) then {{Button|Accept}}.
+See [[Creating a stock item]] for details.
-== Selling Stock at Point of Sale ==
+=== Stock Quantities ===
-Go to "Counter Operations" -> "Point of Sale".
+Now you have created stock codes, you will need to enter your current quantities into stock. To make it easy to check the quantities and change them as you go along, setting up an internal purchase order is the easiest way to do this.
-* At the {{DataPrompt|Employee:}}, enter your Employee code (usually your initials) and press {{KeyPress|Enter}}.
-* Scan or type in the Stock Code that you want to sell and {{KeyPress|Enter}}. If you do not know the stock code then type a description of the item you want to sell and press {{KeyPress|Enter}}. This will perform a search from which you can choose.
+See [[Creating a purchase order]] for details on how to create a purchase order.
-* Enter the quantity, check the price and click {{Button|Add}}.
-* Repeat the above steps until all the items are listed.
+=== Selling Items ===
-* Ensure the {{DataPrompt|Customer:}} is either {{DataPrompt|COU001}} Default Counter Sales or you have created an account for customer. Please see [[How do I Find a Customer?]]
+When customers come into the shop and want to buy items over the counter that you have on display, you will use the system to raise an invoice for this. It can be a full A4 size invoice, or a slip receipt.
-* Click {{Button|Checkout}} to finish and take the payment.
-* Choose the method of payment by clicking the relevant box {{DataPrompt|A,B,C}} and click {{Button|Post}} to print and accept the invoice.
+See [[Selling parts over the counter]] for details on how to sell items.
+=== Booking Parts to Workshop Jobs ===
+You will need to book out stock items to Workshop Jobs. You may want to do this where possible in advance, so that the technician can get straight on with the job. Alternatively you can simply pick the parts on demand.
+See [[How do I add parts to a workshop job?]] for picking the parts on demand.
+See [[How do I create a workshop estimate?]] for picking parts in advance. Ignore the "Printing the Estimate" section, but use the "Turning the Estimate into an Invoice" section so that any items that are not in stock are ordered automatically.
+=== Taking Orders for Items ===
+Items that need to be ordered can come from a number of different sources. Some of these sources are:
+) Customer order over the counter.
+See [[Taking a Parts Deposit]].
+) Item needed for a workshop job.
+See [[How do I order parts for a workshop job?]] if you know that you need the item, or [[How do I create a workshop estimate?]] if you want to check if you have it in stock, and then order it.
+) Stock quantity below your reorder level.
+See [[How do I Run a Reorder Report?]].
+=== Reports ===
+You have a wide choice of standard reports, and there is also a Report Generator for you to design your own reports.
+For those reports which have a wide application, see [[What Stock Reports should I run?|here]]
+=== Regular Tasks ===
+For procedures that you should carry out on a regular basis to maintain your system, please see [[Recommended parts, accessories and clothing routines]].
+Based on our customers' experiences, carrying out these tasks regularly keeps your system tidy and accurate. This means that you can place your trust in the information that it provides, allowing you to drive your customer service levels up and freeing you to focus on increasing sales and managing your parts stock efficiently.
+== See also ==
+* [[Recommended parts, accessories and clothing routines]]
+* [[Selling parts over the counter]]
+* [[How do I find a stock code?]]
+* [[How do I find a customer?]]
+* [[Creating a stock item]]
+* [[Creating stock groups]]
+* [[Creating a new stock status]]
+* [[Creating a new stock analysis code]]
+* [[What Stock Reports should I run?]]
+{{KB_Tags|get, start, getting, started, getting started, stock, parts, accessories, sales}}
+{{GStart}}{{KB_ST}}{{ZN_PartsCounter}}

Difference between revisions of "Getting started - Stock Control"

Latest revision as of 05:28, 18 April 2019

Contents

Summary

More Information

Creating Stock Codes

Stock Quantities

Selling Items

Booking Parts to Workshop Jobs

Taking Orders for Items

Reports

Regular Tasks

See also

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