Extended Item Lookup & Bulk Changes

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Go to Stock > Extended Item Lookup

Display your items-, age, days since last sold, stock groups, cost price, price lists etc.

Use this form for global changes across the database.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

HelpSecurity SetupTabsUnlock MonitorQuick AddCalendardashboardCompanyEmployeeQuoteWorkshopSupplierCustomerLedgerInvoiceFileRTS LookupGoods ReceivingGRN LookupPO LookupNew RTSNew POPurchase PlanningExtraStock GroupsStock TakeStock AdjustmentsStock OptionsStock TurnoverItem LookupExtended Item LookupStock DetailNew ItemStock Main Menu

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Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Stock AdjustmentFilter In OperationOn Hand WarehouseStock TakeDays Last SoldAverage Cost ExtendedOn OrderReservedUncomiitedSelect VisibleCheckboxRow SelectorAverage Cost PriceAvailableShortageDemandOn HandGroupSummary BarBinSearch RowCreate New ItemOrder ItemView on WebQuick OpenShow Purchase OrderOpen EnquiriesWarehouse LevelsOpen Inventory FormStock GroupFixesSet PricesBulk Price ChangeBulk Change 2Bulk Change SelectedGrid ReportEdit FilterSelect VisibleWarehouse Stock LevelsFiltersExportPrintSelect BetweenShow Web ItemsClear FilterRefreshStock_Extended_Lookup

 

The Extended Lookup form has so many columns that we have broken it up into a few forms. See the rest of the columns below.

Supplier Item CodeSupplier List Price ExtendedMark UpPrice ListSupplier List PriceWeb FeaturedWebOn SaleStock_Extended_Lookup 2

 

Price MethodValuation MethodGroup PricingDiscount ItemTrade InGift VoucherRecipeBOMLabourService ItemNon Stock ItemStock_Extended_Lookup 3

 

Reorder LevelDiscontinuedDate AddedQuick SellSerial Number TrackingSpecialWeightStock NumberAverage SalesBrandStatus WebLot TrackingCommissionConsignmentStock_Extended_Lookup 4

ConditionMinimum Order QuantitySales Set CountItem or Master WebMaster Is WebLinked To Master Items CountMaster Item CodeBest Before DaysIs Web MasterVolume DiscountSell WholeStock_Extended_Lookup 5

 

Columns on the form

Description

Available stock

Available Stock = On Hand - Reserved

Reserved = Allocated quantities on Sales Orders and Job Cards

Committed and Available stock differs with the quantities allocated.

Usually you allocate the inventory automatically. Do this in the Stock Options>Allocation Tab and select "Easy" (Stock not reserved)

 

Global available takes into account all the warehouses

Average cost

Is a weighted average cost, including shipping costs. Example: First item cost $5 and second item $10 then the average will be $7.5

Average cost can't be changed on this form. The average cost is calculated by SI+. You can change it in the stock adjustment module.

Average cost extended

Is the Average Cost x Stock On Hand

Best before days

Set it in thestock main >additional info tab.Use it to print the expiry date of an item on the label. Expiry Date = Current date + Best Before Days.

It is displayed in the Extended Item Lookup

To print the label.

Bin

Location of the item in the shop/warehouse.

Set the Bin Location in the Stock Main form

Bin locations are displayed amongst other in the Stock Take, Extended Item Lookup, Invoice Stock Collection Lookup and Job Card Lookup

 

Special case scenario for a gun shop where each gun must have a unique bin location.

The moment that you select the Bin Location for the gun the count will be set to 1 (click on the dropdown arrow to see the count). This count will tell you if the bin is available or not.

You can sort the Bin Count by clicking on the Item Count header.

When you sell the gun, delete the Bin and the item count will be set to zero.

Demand (Confirmed)

Is the total quantity of items on Sales Orders and Job Cards.

This is the quantity you need to fulfill all sales orders and job card requirements.

Discontinued

Shown on the extended lookup form. Set it in the stock main form.

You can't order discontinued items except if "Allow Order Discontinued Items" (Stock Options > Purchase Order) is ticked.

See also Company > siLink > Pricelist tab.

DLS

Days since last sold.

DLB

Days since last bought.

Global On-Hand

Total stock available in all warehouses. Also available in the sales order detail form.

Group (Inventory)

Inventory groups determine markups, line discounts and you get turnover figures per stock group.

If you sell an item the Stock Group will determine to which sales and cost of sales account it will be posted to.

Add or change groups in Stock Groups.

Image checkbox

The checkbox is only ticked if a picture is loaded into the item's Picture and Memo field tab. It is useful for businesses with web shops to determine which items still require images before posting them to the web shop.

Last bought.

Date the item was last bought.

Last sold.

Date the item was last sold..

On-hand

The number of items in this employee's default warehouse.

Set your default warehouse in Company > Add or Edit Branches as well as in the Employee form. See also Default Warehouse for Stock Levels

Also available in sales order detail form as WH on-hand

Service item

A Service Item is a stock item like labour. When the service item is sold there will be no journal entries for Stock and Cost of Sales . If you want to use a Service Item in a BOM, use the Supplier List Price and set the Valuation Method to Supplier List Price

Set it in Stock Main Form

Shown in the extended lookup form

Shortfall

Shortfall = Confirmed - In Stock - On Order

The quantity you need after considering your already placed orders

Used in the Purchase Planning form and Extended Item lookup

Special price

A list of items that are on special.

Status

Add statuses in the Stock Main Form > Status field

Supplier list price

Is the latest cost at which you bought the item, excluding shipping costs.

The supplier list price is updated every time that you receive goods. If you do not want to update the supplier list price then you can go to Inventory Options and deselect the 'Update Supplier List....'

 

Please keep in mind that the supplier list price will only be updated for that particular supplier. Assume Midas is the preferred supplier, and the supplier's list price is $18. You have now created a GRN for that item, but you obtained it from a different supplier, such as Rectron. Midas' supplier list price will remain at $18, but Rectron's supplier list price will be updated if Rectron was added to the Main Inventory form under Other Suppliers.

 

Note: The supplier's list price is displayed in the buying unit.

 

Supplier list price extended

Supplier List Price x Sock On Hand

Trade-in

A trade-in is an item that you buy back from the customer, for example, a Coke bottle, a car, etc.

Set the item as a trade-in item in the Main Stock Form.

Uncommitted

Uncommitted = In Stock - Sales Orders - Job Cards

Displayed in Extended Item Lookup & Purchase planning Form

Web items

Show all stock items which have been marked for the Web on the Additional Info Tab

 

Slow Movers - Look for the column "Months of Stock"

Slow movers are also shown in the Dashboard

See also Inventory Statistics

 

Valuation Method

cost_method_valuation_method

 

 

Stock Extended

Web

web_checkbox

 

 

Stock Extended

Web Featured

featured_on_web_checkbox

 

 

Stock Extended

Weight

mass_info

 

 

Stock Extended

 

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