Stock

Last Updated on Feb 02, 2020

Items

All the available items will be listed on the page, where each row represents an items and its details.

Right-click actions provided on each item are
Edit
User can edit item.
Delete
User can delete item.
How to add new Item

Click on New Item button and submit basic details in the form displayed.

Details to be submitted are:
Name *
This field specifies the name of item.
Measurement *
User can select the unit of measurement of item from the drop-down displayed.
Unit Price *
This field specifies price of an item.
Tax *
This field specifies tax of item.

Filling fields marked with an asterisk sign '*' is mandatory...!

Purchase

This section list the invoice of the items available in the stock. Three types of stock are available:

Purchase
Stock of item purchased from supplier.
Open Stock
Stock of item that already exists.
Return Stock
Stock of item returned after request.
Right click actions on each stock invoice are:
Approve
User can approve the stock Invoice
Disapprove
User can disapprove an approved invoice.
Print
User can print approved invoice.
Upload
User can upload file. This option is only for invoice which is not approved.
View
User can view stock invoice
Edit
User can edit the stock invoice. This option is not available once invoice is approved.
Delete
User can delete the stock invoice. This option is not available once invoice is approved.
How to add a new stock invoice ?

Click on New Purchase button and submit basic details in the form displayed. Check the corresponding "stock type checkbox" to which you need to add item in the form displayed.

Details to be submitted are
Currency Exchanged Date *
It shows the exchange rate value of one nation's currency versus the currency of another nation or economic zone.
Gross Amount *
It refers to the total amount left over, after all deductions are made.
Posting Date *
This field shows the posting date of invoice.
Items *
This field list the items available.
Unit *
This field shows the unit value based on the measurement of the selected item.
Quantity *
This field show the number of items that you can purchase.
Price *
This field shows the price of the selected item.
Additional details to b submitted for Purchase Stock are
Supplier Id *
This field specifies supplier from whom item is purchased.
Invoice No *
This field specifies the supplier invoice no
Invoice Date *
This field specifies the date at which invoice created.
Invoice Received Date *
This field specifies the date at which invoice received.

Filling fields marked with an asterisk sign ‘ * ‘ is mandatory...!

Material Request

This section list all the material request for the item.

Right click actions on each material request are:
Approve
User can approve the material request
Disapprove
User can disapprove an approved material request.
Print
User can print approved material request.
Convert Cost Sheet
User can directly create cost sheet.This option is available only after approving material request.
View
User can view material request
Edit
User can edit the material request.This option is not available once material request is approved.
Delete
User can delete the material request.This option is not available once material request is approved.
How to create a new Material Request ?

Click on New Material button and submit basic details in the form displayed.

Details to be submitted are:
Job *
This field list the jobs available.
Customer
This field shows the Customer name of the selected job.
Location
This field shows the address of the Customer.
Posting Date *
This field shows the posting date of material request.
Item *
This field shows the purchased items list.
Quantity *
You can enter the required number of items based on stock available.
Price *
This field shows the price of the purchased item.

Filling fields marked with an asterisk sign ''*'' is mandatory...!

Stock Reports

All the reports regarding stock are available in this section.Two types of Stock reports are:

General
General report shows the stock-in and stock-out counts of selected items. User can filter search using From-date, To-Date & Item.
Stock In
All the stock invoice are listed here. User can filter search using From-date, To-date, Status, Customers & Job No.
Stock Out
All the material requests are listed here.User can filter search using From-date, To-date, Status, Customers & Job No.

User can view details of stock invoice/material requests by double-clicking corresponding stock invoice/material requests in the report.

Stock Summary

In this section, the user will be able to view the complete summary of the stock by choosing from date,to-date & item ie, both stock-in & stock-out.

User can print Stock summary by clicking "Print" button.