These Stock items are kept in the Stock ledger and contains specific information for each of your Stock items.

TurboCASH4 supports a powerful stock (inventory) system. You may have a unlimited number of stock items. You may plan and structure your stock item system or inventory system into up to 2 reporting groups. 

There are a eleven of 11 stock item types which may be used to cater for the different types of your products. 

The Stock items are selected on the Stock item lookup, when you process documents for your debtors (customers / clients) or creditors (suppliers / vendors); or when you select the Stock items to be included in reports (stock reports, sales, sales analysis, purchases and purchase analysis reports). 

The details of the selected Stock Items are used to calculate the selling price, cost prices on documents according to the quantity specified, and will be displayed on documents and in reports.

To access the Stock item list screen:

1.Click on the Stock items button on the Sidebar (Quick menu) or on the Edit → Stock items (F12) menu.

TurboCASH4 - Stock itemsOpen Set of BooksBackup / Restore Set of BooksBatch entryDocumentsBank reconciliationOpen itemSearchRegister TurboCASH4DebtorsCreditorsStock itemsStock informationSetup stock groupsExport / Import Stock itemsCopy from itemStock print single itemCalendarDocumentsLedger analyserExport / Import Stock itemsDocumentsLedger analyserFile menuDelete stock itemsEdit menuInput menuReports menuUser reports menuSetup menuTools menuHelp menuCopy / Paste context menuChange stock groupsMass check stock items

2.Sidebar – The following buttons (quick links) are available:

a)Setup stock – This will launch the Stock information screen (Setup → System parameters → Stock information  menu). On this screen, you may set the units of stock, change the selling price descriptions, set the default selling price. Cost of sales parameters may also be set for the Default (Trading stock) stock type. You may also configure document processing options.

b)Setup groups – This will launch the Setup Groups screen (Setup → System parameters → Groups menu). On this screen, you may add Reporting groups (i.e. Stock group 1 and / or Stock group 2). These may be used to search and filter your stock items and to print reports.  

c)Export – Create an Export file in the following file formats:

Tab delimited (*.txt) (default).

Lotus Spreadsheet (*.Wk1).

Comma Separated Value (*.csv).

Stock items may also be exported from the Tools → Export (Stock items) menu.

d)Import – Import a valid file exported via the Import option. 

Stock items may also be imported from the Tools  →  Import (Stock items) menu.

3.Buttons – The following buttons are available:

oNew – Create a New stock item.

oEdit – Edit / change a selected stock item.

You may also double click on a selected stock item.

oSave – Save any changes to a stock item.

oCancel – Cancel will revert to the previous values. Any changes will not be saved.

oCopy from item – This will create an exact copy of a selected stock item.  You only need to enter the Stock code and change / edit the necessary fields.

You may also select the Stock item type. The fields that are not applicable to a selected stock type, will be disables / enabled.

oDefault – This will display the Export / Import, Adjust stock and Settings tabs. Clicking on the Default button, the button's caption will change to display  Advanced mode. This will hide the Export / Import, Adjust stock and Settings tabs. In the Advanced mode, you may enter / edit data (values) of stock items (like you would in a spreadsheet).

5.Line count – This will display the number of records (stock items) that is available on the list. This will display the number of records (rows / stock items) that matches your filter / search criteria.

6.Reports – Print the Barcode or the Yagoda barcode. 

There are two (2) options to print these reports, i.e.:

Click on the Report button – to include all stock items in the reports.

Right-click on a selected item and select the Print ingle Item option from the context-menu.

7.Use barcode printer – Select this option if have a barcode printer configured and setup on your system; and you need to print the Barcodes (i.e. Barcode or Yagoda Barcode) report type from the list.

8.Search filter options – Filter by entering the Stock code, Description or Extra description and / or by selecting (ticking) the Reporting group 1 / 2. If you click on the Search button, the only those stock items that matches your search / filter criteria will be listed. If you click on the Type button,  you may select Stock code, Description, Extra description, Reporting group 1, Reporting group 2 or Creditor.

If Creditor option is selected in the "Type" field, you may select the Creditor (supplier / vendor) account on the lookup. This will list those stock items which are linked to the creditor account in the "Preferred supplier 1" (Default supplier 1) field of the Ledger tab of a Stock item.

9.Context-menu – The following options are available:

oPrint single item – Prints the selected report type for the selected stock item only. If you need to include all items, click on the Report button.

oCopy – The following options to process Supplier 1 and Purchase Sales Stock Tax are available:

Copy from / Initial action

Perform on Selected rows

oReporting group 1 - Change the reporting group of a stock item, if Reporting group 1 was set for Stock items (as added in the Setup → System parameters → Groups (Stock group 1) menu).

The colours of the rows (list of stock items) will be changed, if set in Reporting group 1. 

oReporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Stock items (as added in the Setup → System parameters → Groups (Stock group 2) menu).