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The following windows are used when working with stock adjustment record specification items:
You can open the editor window by using the command. From here, you can modify attributes of one or more stock adjustment record specification items.
If one item is selected in the specification, the editor window opens. Different versions of the editor window may appear, depending on which specification item is selected:
for a standalone specification item marked as Stock-out,
for a child specification item marked as Stock-out,
for a standalone specification item marked as Stock-in.
The editor window for a standalone (simple or compound) stock item marked as Stock-out looks like this:
The editor window for a standalone specification item (simple stock item or stock item with recipe) is composed of the following fields:
Document is the stock adjustment record, the specification of which contains the stock item. This is a required field.
Parent indicates the stock item, the recipe of which contains the listed stock item.
You can select a value in the window.
This field remains empty for standalone specification items (simple or compound stock items).
Stock item indicates the name of the stock adjustment record specification item. This is a required field.
The field has a drop-down list with the following commands: and .
By pressing the Select button or using the command, you can open the window. The command opens the window.
Operation type is the type of operation carried out on this stock item. This is a required field.
Please choose between Stock-out and Stock-in.
Running a stock adjustment record by store will decrease the stock on hand for stock items that were added to the specification with the Stock-out operation type, while increasing the stock on hand for those stock items that belong to the Stock-in operation type.
Quantity is the stock item quantity in the specified units of measurement. This is a required field.
If you open the entry window by selecting a stock item in the window, the Quantity field will be populated by default with the absolute value of the amount of the stock item on hand.
The quantity of the stock item indicates the amount by which the stock on hand will be increased or reduced (depending on the selected operation type) once the document is successfully processed by the storekeeping system.
Unit (stock item) is the unit of measurement used for the stock item. This is a required field.
You can select a value in the window.
The unit of measurement shows how the quantities of stock items included in the stock adjustment record specification are measured.
Index is the place of the stock item in the order of the adjustment record specification.
Recipe mode indicates the sequence in which stock items are included in the stock adjustment record specification. This is a required field.
Please select from:
By stock item concurrence,
Manual,
Always with recipe.
The default value is By stock item concurrence.
If By stock item concurrence is selected for a stock item, the stock item concurrence chosen for this store defines whether recipe ingredients for the stock item need to be entered into the specification. The Recalculate child items field is unavailable.
If the Manual value is selected, the user chooses whether to include the recipe for this stock item into the specification. The Recalculate child items field is unavailable.
If Always with recipe is selected, the stock item is entered into the specification along with its ingredients, regardless of whether its concurrence requires this or not. The Recalculate child items field is unavailable.
Comment is a short text comment.
Any additional text information about the stock item can be entered in this field.
Recalculate child items defines whether the quantities of the ingredients need to be recalculated when the quantity of the compound stock item is changed. This is a required field.
This field is only available when Manual is selected in the Recipe mode field.
Please select from:
Recalculate,
Recipe from directory,
Don't recalculate.
If Recalculate is selected, changing the quantity of the compound stock item will change the values in the Quantity, Net, and Yield fields of its child stock items (ingredients).
If Recipe from directory is selected, changing the quantity of the compound stock item will change the values in the Quantity, Net, and Yield fields of its child stock items according to the specification of the compound stock item recipe (defined in the directory).
If Don't recalculate is selected, changing the quantity of the compound stock item will not change the values in the Quantity, Net, and Yield fields.
For a child specification item (recipe item) that belongs to the Stock-out type, the editor window will appear as follows:
Figure 6.94. Editor window for a stock adjustment record specification child item (Stock out operation type)
This window contains additional panels: Cold preparation wastage %, Net, Cooking wastage %, and Yield:
Cold preparation wastage % denotes the percentage of the stock item quantity modified during cold preparation.
The modification percentage can be positive or negative. A positive value shows how much of the stock item’s quantity will be lost during this process. A negative value denotes by what percentage the stock item’s quantity will increase.
This value can be entered manually or selected from a drop-down list that contains the names of options for cold preparation wastage previously entered in the directory, as well as the (empty) option, which allows the stock item to be entered without a value for cold preparation wastage.
If the directory does not contain any options for cold preparation wastage, only the (empty) option will be available for selection.
Net is the net quantity of the stock item after cold preparation. The value in this field is calculated automatically from the values entered into the Quantity and Cold preparation wastage % fields.
Net=Quantity-Quantity*Cold preparation wastage %/100
Cooking wastage % denotes the percentage by which the quantity changes as a result of cooking.
Modification percentage can be positive or negative. Positive value shows what part of the stock item will be lost during preparation. Negative value indicates by what percentage the quantity of the stock item will increase.
This value can be entered manually or selected from a drop-down list that contains the names of options for cooking wastage previously entered in the directory, as well as the (empty) option, which allows the stock item to be entered without a value for cooking wastage.
If the directory does not contain any options for cooking wastage, only the (empty) option will be available for selection.
Yield is the yield of the stock item after cold preparation and cooking wastage. The value in this field is calculated automatically from the values in the Net and Cooking wastage % fields.
Yield = Net - Net*Cooking wastage %/100
For a child specification item in a stock adjustment record that belongs to the Stock-in type, the editor window will appear as follows:
Figure 6.97. Editor window for a stock adjustment record specification item (Stock in operation type)
This entry window lacks the Parent and Recipe mode fields but has the Price and Total fields:
Price is the stock item price per unit. This is a required field.
Price is defined per one unit of the stock item (quantity, weight, or volume).
The price at which the stock item is processed in the store is used to calculate the stock item cost price.
Total is the total price of the indicated quantity of the stock item. This field is populated automatically after values are entered in the Price and Quantity fields.
The total price of the stock item is the product of price and quantity of the stock item.
Click to save data. Selecting will close the window without saving data.
The multiple specification items editor window will open if two or more entries are selected for editing.
The name of the editor window changes to . It contains a panel displaying a list of the selected specification items; their corresponding stock adjustment records appear to the right in brackets.
Only items of the same type can be edited simultaneously:
standalone items (Stock-out operation type),
child items (Stock-out operation type),
standalone items (Stock-in operation type).
For multiple standalone specification items, the editor window will have the following appearance:
The editor window for multiple specification items of the same type (Stock-out operation) appears as follows:
If multiple specification items (Stock-in operation type) are selected in one or more adjustment records, the editor window will appear as follows:
The fields are similar to those in the window.
The entry window is used to enter one or more new items into the stock adjustment record specification.
You can open the entry window by using the command when you paste one stock item to the stock adjustment record specification or after you select one stock item from the directory or from the operational report in the sequential entry mode.
Stock items can be added to the specification as standalone items or as recipe items (ingredients in recipes of compound stock items).
The following types of entry windows are used when you add a stock item to the stock adjustment record specification:
for a standalone item (Stock-out operation type),
for a child item (Stock-out operation type),
for a standalone item (Stock-in operation type).
The stock adjustment record specification item entry window opens in the standalone stock item configuration by default.
If Manual is selected in the Recipe mode field, the window will contain the Unfold recipe field.
Figure 6.99. Entry window for a standalone specification item (with the Manual recipe mode selected)
Unfold recipe defines whether or not recipe ingredients should be added when the compound stock item is added to the specification. This is a required field.
Please choose between: Yes and No.
If Yes is selected, along with the compound stock item, the ingredients of its recipe are added to the stock adjustment record specification. If No is selected, only the compound stock item will be added to the specification.
When a parent element is selected, the stock item entered in the specification becomes a child element (an ingredient in the recipe of the parent element), and the fields in the window change:
If the specification is assigned the Stock-in type, the fields of the window change in structure:
If you have not specified the price at which the item of the Stock-in type was received when adding it to the stock adjustment record specification, an error message will appear when you try to save the document.
The fields are similar to those in the window.
You can open the entry window by pasting one or more stock items from the clipboard. Alternatively, you can do so by selecting one or more stock items from the directory or from the operational report in the sequential entry mode. A panel with a list of the selected stock items is added to the window.
The following types of entry windows are used to add items to the specification:
for standalone items (Stock-out operation type),
for child items (Stock-out operation type),
for standalone items (Stock-in operation type).
The fields are similar to those in the window.
You can open the sequential editor window of an adjustment record specification item by using the command when you have selected a standalone specification item.
The sequential editor window contains the additional buttons: and .
The fields are similar to those in the window.
The adjustment record specification item viewing window allows you to view attributes of one or more selected items.
You can open the window by using the command when you have selected one or more items from a stock adjustment record with the status Ready or Registered.
Only specification items of the same type can be viewed simultaneously.
The following types of entry windows are used to view specification items:
for a standalone item (Stock-out operation type),
for a child item (Stock-out operation type),
for a standalone item (Stock-in operation type).
For a simple stock item that serves as a standalone specification item, the window will have the following appearance:
Figure 6.104. Editor window for a standalone stock adjustment record specification item (Stock out operation type)
The viewing windows for child items in stock adjustment record specifications display the following fields: Cold preparation wastage %, Net, Cooking wastage %, and Yield.
Figure 6.105. Viewing window for a child stock adjustment record specification item (Stock out operation type)
Figure 6.106. Editor window for a stock adjustment record specification item (Stock in operation type)
Selecting will close the viewing window.
The following types of entry windows are used to simultaneously view two or more specification items:
for a standalone item (Stock-out operation type),
for a child item (Stock-out operation type),
for a standalone item (Stock-in operation type).
The window for standalone specification items has the following appearance: