Step 8 - Set up stock
control
Setting up stock categories, bins and units is optional. You
can ignore this feature altogether if you do not feel this will be
useful to you.
You can take full advantage of this feature and use the stock
categories for stock control (e.g. to keep a full record of goods
inwards and goods out) OR you can just set up stock items to allow
you to pick stock items/descriptions when creating invoices.
Pre-Stock set-up:
Use the stock code tables to create any stock categories, bins
and units.
1. Stock Categories:
- Click on the last row of the Categories table.
- Click on the Tab key
our your keyboard.
- A row will be inserted at the bottom of the table. A small
black arrow appear in the grey box to indicate that a row has been
inserted - see the example above.
- Type the new code and category description using the
Tab key to move between
fields.
- Make sure that you click on the Save button on the main toolbar to
save any changes that you have made.
2. Stock Bins:
- Click on the last row of the table.
- Click on the Tab key
our your keyboard.
- A row will be inserted at the bottom of the table. A small
black arrow will be displayed in the grey box to the left of the
table indicating that a row has been inserted - see the example
above.
- Type the name of the Bin using the Tab key to move between field (e.g.
Shop Floor, Stockroom etc).
- Make sure that you click on the Save button on the main toolbar to
save any changes you have made.
3. Stock Units:
- Click on the last row of the Units table.
- Click on the Tab key
on your keyboard OR the Delete
Row button on the main toolbar.
- A row will be inserted at the bottom of the table. A small
black arrow appear in the grey box to indicate that a row has been
inserted - see the example above.
- Type the new unit description.
- Make sure that you click on the Save button on the main toolbar to
save any changes you have made.
