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

TurboCASH5 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 Stock items:

1.On the Action ribbon, select Stock items (F12).

Add a new stock item / inventory item / product Delete a selected stock item / inventory item / product Edit a selected stock item / inventory item / product If activated, save the changes to a stock item / inventory item / product If activated, cancel (discard) the changes to a stock item / inventory item / product Create a copy of a selected stock item / inventory item / product Toggle between the Default mode or the Advanced modeNumber or items (rows) limitsPrint barcodes or Yagoda barcodes for selected stock items / inventory items / products Select this option if you have a barcode printer configured and setup on your systemSelect to use the single line modeFilter and search optionsImage of selected stock item / inventory item / product Import / Export tab in the Advanced modeAdjust stock tab in the Advanced modeSettings tab in the Advanced modeNumber of stock items / inventory items / products matching your filter and search criteriaSelect options to change the columns on the gridShow / hide bands and columnsUser nameName of the opened (active) Set of BooksFull path where the opened (active) Set of Books is storedDocumentsDebtor (customer / client) accountsCreditor (supplier /vendor) accountsStock items / inventory items / productsBatches (Journals)Bank reconciliationOpen item linkContactsCalendar / PlannerGeneral ledger accountsUpdate (post) transactions to the ledgerHelp menuEdit menuInput menuCentral search (Investigator)ProjectsStart ribbonAction ribbonReports ribbonSetup ribbonUser tab ribbon

2.Buttons – The following buttons are available:

a)New – Create a new stock item.

b)Delete – Delete remove a selected stock item.

c)Edit – Edit / change a selected stock item.

You may also double click on a selected stock item.

d)Save – Save any changes to a stock item.

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

f)Copy 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 item type, will be disabled / enabled.

g)Default / Advanced mode – 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).

3.Limit rows - The default is "200" records to be listed displayed on this screen. If necessary, you may change that. 

4.Reports – You may print barcodes or the Yagoda barcodes for selected stock items from the context menu - Print single item. These barcodes may also be printed from the Reports → Stock → Print labels (Reports ribbon). 

These reports are designed using the Reportman. These reports are located in the “...\plug_ins\reports\REPORTS\STOCK” directory.

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 Print single item option from the context menu.

5.Use barcode printer – Select this option if you 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.

6.Single line mode - This option has three (3) basic settings

a)If this field is selected (ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), each stock item record will be listed in a single row. 

b)If this field is not selected (not ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), a fixed right pane column (similar to the left pane on which the stock code and date last action columns are by default displayed) will be added. You may drag any column between the left and right panes to be added.  

c)If this field is selected (ticked) and the Default mode (Export / Import, Adjust stock and Settings tabs not displayed), each stock item record will be listed in a single row.  

d)If this field is not selected (not ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), the fields for stock item records will be grouped in some columns (e.g. Units, Stock group1 / 2, Stock item type, Cost centres, etc.).  

7.Update type - The following options are available to change (group) the columns:

stock-list-screen-update-type

8.Search filter / options – Filter by entering the Item 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 Item Code, Description, Extra description, Reporting group 1, Reporting group 2 or Creditor.

If  the "Creditor" option is selected in the "Type" field, you may select the Creditor account on the Lookup. This will list those stock items which are linked to the creditor (supplier / vendor) 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(s) 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 and Paste to perform specific actions.

Stock item - Similar than the Copy from item button. – 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.

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

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 Groups - Stock group 2 on the Setup ribbon).

10.Grid totals - This will display the line count (number of records in rows / stock items) that is available on the list. The number of records will indicate the number of records that matches your filter / search criteria.