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Quantum VS Help: File Maintenance |
Quantum VS has various stock maintenance features:
Stock Unit records can be created to cross reference the 'base' stock unit with alternative units and quantities. A Stock Unit record can be linked to a Product record so that, at sales document entry, the Customer or Sales Clerk may enter a quantity in any one of the stock units available for the Product, rather than being limited to ordering in the product's 'base' stock unit.
For further details and examples see Alternative Stock Unit Maintenance.
You may perform a 'stock take' (or Stock Count) - creating an itemised list of stock and stock levels, comparing recorded levels with actual stock levels and noting variance. See Performing A Stock Take.
Note: A bar code scanner may be used the scan products and enter quantities for the Stock Count. See Running A Stock Take Using Hand Held Bar Code Scanners.
It may occasionally be necessary to adjust a product's stock balance to ensure that the stock figures recorded on your system match the actual physical stock in your warehouse/shop/office. See Adjusting A Product's Stock Balance.
Note: If the product is flagged for 'batch traceability' you must update the stock balance against the Batch/Serial Number/Bin on the Product Inventory record. See Product Inventory Records: Adjusting Stock Balances.
When a Product record is created or amended, details entered in the Stock tab define the product's stocking characteristics which will apply across the whole company. However, you may wish to specify different stocking details for different branches. For example, a certain product might be a popular Category A item at one branch location but a less popular item at another branch. Hence, you would want to apply different stocking criteria for the two branches for this product. This is done using Branch Stock Maintenance.
You may use the Stock Transactions Finder to show details of your stock transactions (Adjustments, Issues, Receipts, IBTs, Kits, Works Orders and Rejections), find a specific transaction and open the related Product record for viewing/editing. See Finding Stock Transactions.
Note: The Stock Transactions Finder replaces - and replicates the functionality of - the Stock Transactions Report which was available in Quantum VS prior to 9.6.0.22.
Quantum VS also has various available reports and processes which relate to stock maintenance. These are summarised below. Click the links for full details:
Stock Control Processes
The following processes relate to Stock Control. To run them, see Running Processes. In certain cases you may need to enter certain criteria before running the routine. Follow the links for details on each process type:
Bulk Bar Coded Products: Bulk changes the Product Bar Coded Stock Take flag.
Import Scanned Stock Count Data: Imports the Stock Count data captured by hand held stock take scanning devices.
Terminate Stock Count Entry: Indicates to the server that the user has stopped entering product Stock Take counts, and makes those products available to sales documents again.
Weeks Cover: Calculates the number of weeks cover for all products, based on Issues To Date and Current Stock, and captures this value on the Stock Record.
Stock Control Reports
The following reports relate to Stock Control. To run them, see Running Reports. In certain cases you may need to enter certain criteria before running the report. Follow the links for details on each report type:
Batch Bin Discrepancies Report: Sums the stock balances on the Product Inventory record and compares this with the stock balances on the Product record, for all products flagged for 'batch traceability'. There is the option to either generate a report of any discrepancies, or fix any discrepancies by rewriting the stock balance on the Product record with the summed stock balance from Product Inventory records.
Months Cover Report: Generates a report showing the number of months that current stock balances will satisfy demand.
Negative Stock Report: Generates a report showing products with negative stock balances.
Nil Stock / Low Sales Report: Generates a report showing products with 'nil' stock or average monthly sales below a specified quantity.
Not Sold Since Report: Generates a report showing products where the Last Issue Date is earlier than the date specified.
Physical Stock Valuation Report: Generates a list showing the value of Physical Stock for each Product in the range specified.
Physical Stock Valuation Update: Generates a report showing the value of Physical Stock against each Stock Record and capturing this value on the Stock Record.
Pre Receipt: Generates a report used to make the remote 'scanner user' - who scans the goods with a bar code scanner when they are received in the warehouse - aware of the outstanding items and quantities for a Purchase Order/Goods Received Note or IBT Receipt being received into stock.
Print Product Barcode Labels: Prints a selected number of Bar Code labels for a selected product range, for products being received into stock.
Reorders (Orders Required) Report: Generates a report showing which products need to be re-ordered, based on the Stock record.
Scanned Stock Count Input Report: Generates/prints data captured by hand held bar code scanners as part of a Bar Coded Stock Take.
Stock Count Listing Report: Generates a report showing current levels of stock based on specified stock types/sequences.
Stock Usage By Count Group Report: Generates a report showing the Stock Usage of products within specific Stock Count Groups.
Stock Variance Report: Runs a Stock Take, reporting on the value of the difference between the 'Perceived Stock Values' and the 'Counted Stock Values'.
Stock Write Down Report: Generates a report showing the average monthly stock usage over a specified period, plus the value of that stock (Average Cost) and the value of any surplus stock.
Timber Packs Report: Generates a report listing all Timber Packs on file for a given range of Products within a range of Branches.