Report Stock that has been ordered for a customer but not used.
Introduction
When you order in goods for customers that you don't normally stock, you can use a Non-stock code for those items. Sometimes those items are returned or otherwise end up in stock. The Non-stock report allows you to then see these items.
Items that are set up as Non-stock items can only be ordered in a Purchase Order that is created as part of a Sales Order.
Non-stock items will appear in the Non-stock report when you have ordered in more items in your Purchase Order than the customer has ordered in their Sales Order.
Non-Stock Item
You can set up an item as non-stock. You may want to do this when you are ordering in specific items for a customer. If they are not part of your standard stock items, you may not want to show them in stock reports.
These non-stock items are then not included in your normal stock count nor in the normal stock reports. However, if you have any items left over from your client's order, these items can be reported using the Non-stock report.
If you are ordering an item that is classified as a non-stock item, you must add it to a Purchase Order from within a Sales Order. However, you may order a greater number of items than you have in the Sales Order, so that you could have items left on hand.
To set up a Non-stock item:
- Go to Stock > Stock details.
- Click New stock item.
These fields should be set up as follows for non-stock items:
- Code: Use a code that starts with an identifier such as NS or MISC, so you can easily find these codes. When you order an item using this code, the system will then add a suffix for that ordered item, e.g. NS.1, NS.2 etc.
- Description: Add a description that you can identify as non-stock.
- Purchase control: Select For Client from the dropdown list.
- Stock Control: Select No Stock Control from the dropdown list.
- Stock policy: Select Bought in from the dropdown list.
- Is miscellaneous stock item: Check this field.
- Make temp stock item: Check this field.
- Click Save and close.
Non-Stock Items Report
You can view or export this report. It shows the Non-stock items that have any quantities on hand. Numbers that have been ordered to match the number on the Sales Order are not included.
- Go to Stock > Reports > Non stock (with on hand quantities).
- Click View report or Export report.
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