Item Options allows items that are a combination of options (like colour and size) options can be defined in the Setup → System parameters → Stock Information menu.
These options are then linked to the Options (No Stock) Stock Type (Edit → Stock Items menu). When processing documents, the available options (options list) will be launched from the quantity fields when selecting documents.
It induces a Option Item (No Stock) that you can use to select options with 1 item without having lots of sub items.
To Create / Add Options (No Stock):
1.Click on the Setup → System parameters → Stock Information menu. The Stock Information screen will be displayed.
2.Click on the Setup Options button. The Setup Options screen is displayed:
3.Click on the (Add) button. A record number will automatically be assigned. Enter the name for the Option, e.g. Portion, Colour, Size, etc.
4.Double-click on the item to add the list of options and the extra prices. This may be the size, colours etc. The selling price of the first option (default option) should be zero, as this is the default selling price of the stock item to which this is linked. The extra prices for the other options (on the options list) are the extra prices to be added to the stock items default selling price.
5.Once finished with the options list, click on the OK button to save the list.
6.Close the Setup Options screen (click Close button on the title bar).
7.Close the Stock Information screen and return to the Edit → Stock Item screen. You may then link this option on the Options tab of the Stock Item.
To Create an Option (No Stock) Stock Item:
1.Click on the Stock Items button (Sidebar) or click on the Edit → Stock Items menu.
•Alt + E + S.
The Stock Item List View Default screen will be displayed.
2.Click on the New button. A blank Stock screen will be displayed.
3.Select the Option Item (No Stock) Stock Type. The Stock Entry screen is displayed as follows:
4.Enter the Stock Code, Description, Units, Reorder Level, Reorder at, Minimum, Extra Description as required.
5.Apply Invoice Discount - This is applicable to Debtor (Customer) accounts, as the percentage customer discount is specified on the Edit → Debtor (Accounting Information tab) menu.
6.Reports - Stock Group 1 / 2 - The reporting group to which you wish this service Stock Item to be allocated.
The description of Stock Group 1 or 2 you have entered on the Reporting Group Name field on the Stock Groups tab on the Setup → System parameters → Groups menu may be reflected in this list.
7.Click on the Ledger tab, if not already displayed.
8.Enter or select the following options:
a)Tax Select the Input Tax and Output Tax accounts.
b)Weight - Optional - Enter Gross Weight and / or Net Weight if applicable.
c)Ledger - Select the Sales, Cost of Sales and Stock Control Account.
d)Selling Prices - Enter the Selling Price 1/2/3 exclusive or inclusive of Tax.
i)Average Cost - The average cost price of your Stock Item cannot be entered at this stage. When you process purchases, the Average Cost Price will be automatically updated.
ii)Total Cost - The total cost price of your Stock Item cannot be entered at this stage. When you process purchases, the Total Cost Price will be automatically updated.
iii)Quantity on Hand - The quantity, or number of Stock Items on hand, cannot be entered at this stage. When you process purchases, the quantities will be automatically updated.
iv)Last Invoice - The date of the last purchase or other document generated on which the service Stock Item was selected. This field will not display any date if it is a new item, or if no Stock Items have been selected on any documents.
v)Latest Cost - The latest cost price of your Stock Item can now be entered. When you process purchases, the Latest Cost Price will be automatically updated.
Once you have created your new Stock Items, you may enter the cost prices and quantities in the Stock Take-on option of the Edit → Adjust Stock menu, if you have any Stock Item records on a previous accounting system.
f)Preferred Supplier 1 - Optional - Select a creditor (supplier) account and enter a supplier stock code if applicable.
g)Preferred Supplier 2 - Optional - Select a creditor (supplier) account and enter a supplier stock code if applicable.
9.Click on the Options tab, if not already displayed.
10.Select the Options as added in the Setup Options (Setup → System parameters → Stock Information menu).
11.Click on the Save button to save this stock item. The Stock Item - List View - Default screen will be displayed.
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