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Inventory Main Tab
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Field | Description |
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General | Each part number can be categorised by 4 fields depending on what the part is and how it is bought and/or sold.
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Kit Style | A grouping mechanism for selling or quote product - e.g., a computer system. The options: are None, BOM, Template, Kit or Kit (tax Override) |
Sell Price | The default selling price of the item. This field is linked to Sell Price in the Prices tab, and changes made to one changes the other. Sell Price is assumed to be ex GST unless Sell Price Is Tax Inclusive is ticked. |
RRP | Recommended Retail Price of each part. This field is linked to RRP in the Prices tab, and changes made to one changes the other. RRP is inc GST and any prices based on RRP are also assumed to be inc GST. |
Sales Cost | This field is manually updated and could be used as a base cost for the sales team if you don't want them to see actual costs. |
Direct Tax | A legacy field from pre 2000 sales tax system |
Secondary Cost | If a secondary cost is desired for a part it can be manually entered in this optional field and could be used for custom sales and margin reports. The label for this field is managed in System Configuration > Inventory. |
Use Serial / Batch Nos | Serial number/batch numbering is facilitated through all movement of this stock item when this is ticked |
Allow Price Overrides | Allows prices for the part to be overridden in sales orders and quotes |
Use Expiry Dates | Tracking of expiry dated stock is facilitated through all movement of stock when this is ticked |
Physical Item | When stock is received, physical items update the stock on hand table. Non physical items are not record in the stock on hand table |
Backorderable | Only applies to physical items |
Ship with Physical Items | This field only applies to non-physical items. Tick this box if this item is only to be shipped/charged when at least one physical item is to be shipped. For example, it may be used when the item is for Freight charges. |
Sell Price is Tax Inclusive | When ticked, all selling prices for the item are GST inclusive. |
GST Rates | There are 4 GST rates to configure in Inventory Maintenance. Default rates are populated from the Classification record and can be changed from the search window attached to each field
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Categories | There are 5 categories that are set up through Inventory > Configuration. These categories can be used for searching and reporting purposes. Some, all or none of these fields can be set. The labels for these fields are managed in System Configuration > Inventory. |
Inventory Status
Inventory statuses are used for determining purchasing rates and sales alternatives and for reporting purposes.
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Active - normal item that can be sold or purchased
Discontinued - no stock on hand exists for this item and replacement items have been entered into the Alternate tab. When this item is selected on a sales order/quote, a message displays 'This item (partno) has no available stock. Look for alternatives?'
Deleted - the item cannot be sold or purchased. Status can only be set when there are no outstanding transactions, all quotes for the item are 'Closed' and there is no stock on hand
Slow - set to manage restocking. Automatic purchasing excludes these items unless set to include
Obsolete - set to manage restocking. Automatic purchasing excludes these items unless set to include
Status | Binary equivalent in IN_Main.Status |
|---|---|
Active | 0 |
Discontinued | 1 |
Deleted | 2 |
Slow | 3 |
Obsolete | 4 |
Alternative Inventory
Where an item has no stock AND it has an alternative set, that message is displayed regardless of the status of item (except for Deleted, deleted items cannot be added to sales orders or purchase orders).
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The message appears in both sales orders and quotes.
To add an alternative inventory item, use the Alternate > Alternate - Children tab in Inventory Maintenance.
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To view the item that this is an alternative for, use the Alternate - Parents tab
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Here’s a list of Transaction Types that might not be self-explanatory. Note, this history can go back to the beginning of time, so we have to cater for all transaction types from all versions of Jiwa, even if those transactions are redundant in the current version.
Transaction Type | |
|---|---|
Assembly Creations, Assembly Used | Assemblies pre-date Jiwa version 6 and refer to manufacturing type transactions |
Imported | Inventory transactions imported using the Inventory Transaction Import Utility. For example, for taking up opening stock. |
Manufacturing Requisitions (Creations, Reversed, Used) | Manufacturing requisitions were used in Jiwa version 6 and refer to manufacturing type transactions |
Received Ordered Goods | Inventory received on Goods Received Notes |
Return Authority Outwards | Supplier Return Shipping |
Return Authority Credits | Supplier Return Credit |
Sales Orders Outwards (Processed Sales Orders) | Includes Processed sales order snapshots and Closed sales orders |
Sales Orders Outwards (Unprocessed Sales Orders) | Only sales orders in an Entered state (not processed). Does not include snapshots 2 or more that are unprocessed |
Sales Orders Outwards | All sales orders - Entered, Processed and Closed |
Service Manager Holding | Inventory added to a Service Manager Job/Task and therefore moved into the ‘Jobs Warehouse’. This is a positive transaction for the Jobs warehouse |
Service Manager Taken | Inventory removed from Main warehouse and moved to Jobs Warehouse. This is a negative transaction for the main warehouse. The net effect of SM Holding and SM Taken is zero - you still have the stock, it’s just in a different warehouse. |