Stock item window

Stock item window
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Windows used to manage stock items:

Stock item and Stock items editor windows
New stock item and New stock items entry windows

All of these windows can be opened from the Stock items directory. The Stock item and Stock items editor windows can also be opened from the Recipes containing stock items operational report.

The editor window is opened by the Edit command in the context menu when one or more stock items are selected.

If one stock item is selected, the Stock item editor window will open.

Figure 4.337. Stock item editor window

The window is composed of the following panels:

These panels are described in the table:

Panel name	Panel contents	Data entry mode
Properties	General attributes of stock items.	Contains required and optional fields.
Access	Security level directly assigned to the stock item or inherited by it	Required field
Photograph	Stock item photograph file. Displays the photograph	Optional
Nutritional value	Nutritional and energy values of stock items	Optional
Cold preparation wastage	Cold processing options	Optional
Cooking wastage	Hot processing options	Optional
IDs	Stock item IDs	Optional

Other panels are displayed depending on:

stock item class,
whether substitution is allowed,
whether different containers can be used for storage.

Below there is a table with a list of panels displayed if these conditions are met:

Stock item class	Substitute	By weight	Additional panels
Simple	No	No	-
	Yes	No	Substitutes .
	No	Yes	Weight .
	Yes	Yes	Substitutes , Weight .
With recipe	No	No	Recipe , Preparation instructions .
	Yes	No	Recipe , Preparation instructions , Substitutes .
	No	Yes	Recipe , Preparation instructions , Weight .
	Yes	Yes	Recipe , Preparation instructions , Weight , Substitutes .
For butchering	No	No	Butchering .
	Yes	No	Butchering , Substitutes .
	No	Yes	Butchering , Weight .
	Yes	Yes	Butchering , Substitutes , Weight .

The Properties panel is composed of the following fields:

Stock item group – name of the stock item group to which the stock item is being added. Required field.
Selection is made in the Select stock item group window.
Name – name of the stock item. Required field.
Note
The system enables to add several stock items with identical names. They will be distinguished by unique modifiers inaccessible for users.
These names will be used to select the stock items in the POS terminal menu when carrying out stocktaking procedures or generating stock movement records either to stores or from stores.
Stock item names are used in all operational and configurable reports, as well as in all documents aimed at registering storage operations.
Art. number – article number of the stock item.
Art. number is applied to denote a brand, variety or code of the stock item.
Description – brief description of a new stock item.
Any additional information can be entered in this field.
Unit (stock item) – stock item unit of measurement used to keep records of the stock item. Required field.
Selection is made in the Select stock item unit of measurement window.
Stock item unit of measurement specified in the Stock items directory is used as the default option when carrying out all storage operations.
It is very important to correctly select a unit of measurement to get valid balances of the stock item. See the Stock item units of measurement directory for more detailed recommendations on how to select stock item units of measurement.
Note 1
It is highly recommended to select kilogram (kg), litre (l), etc. for most of the purchased stock items. If it is a ready-made item (for example, the Fish soup dish), it would be better to select piece, portion. Some stock items are made indivisible by their sales conditions. It can be a packet of nuts, a bottle of Borjomi, etc. Such stock items should be sold apiece, and they should have piece as a unit of measurement.
Note 2
If the stock item has already been used in storekeeping operations, the unit of measurement cannot be changed by simply changing its name. It can be changed only by using the Change unit of measurement group command from the context menu of the directory.
Type – stock item type.
Selection is made in the Select stock item type window.
Stock item type – optional attribute that can be used for arbitrary categorization of stock items.
Category – category of the stock item.
Selection is made in the Select stock item category window.
Stock item category – optional attribute that can be used to introduce a new categorization of stock items.
VAT % – VAT rate applicable to the stock item. Expressed in a percentage. Required field.
The default VAT amount is configured in the System settings directory.
VAT rates are required to calculate VAT amount and prices with VAT for stock items contained in storage documents.
Class – name of the class with which the stock item is associated. Required field.
The value is selected from:
- Simple – simple stock items, which have neither preparation nor butchering recipe. The Simple is the default value.
- With recipe – the stock item has a recipe.
  Selecting the With recipe class adds the Recipe and Preparation instructions panels to the window.
  Figure 4.338. Stock item editor window with the Recipe and Preparation instructions panels
- For butchering – the stock item is to be divided into smaller parts (semi-processed items).
  Selecting the For butchering class adds the Butchering panel to the window.
  Figure 4.339. Stock item editor window with the Butchering panel
Deduct – defines whether the stock item should be deducted from store inventory. Required field.
The value is selected from No or Yes.
If a storage document contains a stock item with Yes set to the Deduct parameter, stock of the item will be adjusted after every storage operation. If No is set, its stock level will not change after processing storage documents.
Substitutes – defines whether the stock item can be substituted by another stock item. Required field.
The value is selected from No or Yes.
If Yes is selected, the Substitutes panel is added to the window.
Figure 4.340. Stock item editor window with the Substitutes panel
By weight – defines whether the volume of the stock item can be determined by weighing. Required field.
This parameter is applied to those stock items which weight can be measured by weighing.
The value is selected from No or Yes.
If Yes is selected, the Weight panel is added to the window. This panel is used to define the weight-to-volume ratio of the stock item. If the stock item can be weighed in different containers, the panel enables to specify the weight of each container (for example, different sizes of bottles).
Figure 4.341. Stock item editor window. By weight option is enabled

Click OK to save data. Selecting Apply will save data without closing the window. Selecting Cancel will close the window without saving data.

When two or more stock items are selected for editing, the multiple editor window will open. The title in the window header is Stock items. A panel with a list of the selected items is added to the window.

Figure 4.342. Multiple stock items editor window

Only the panels that are common to all the selected stock items are displayed.

The fields and panels are the same as in the Stock item window.

Entry windows make it possible to add one or more stock items to the directory.

The New stock item entry window is opened by the Add command or when adding one stock item from the clipboard.

Figure 4.343. Stock item entry window

The window opens with the Simple class selected by default.

The fields and panels are the same as in the Stock item window.

The multiple stock items entry window is opened when more than one stock item is added to the directory from the clipboard.

The title in the window header is New stock items. A panel with a list of the selected stock items is added to the window.

Figure 4.344. Multiple stock items entry window

The fields and panels are the same as in the Stock item window.