In the Locations area of a Stock Item, you can set which Stock Item is enabled for Stock Control each Stock Location. You can also manually edit the current Stock Level and set the Recommended and Reorder Levels.
To edit these settings, click on the Locations button located at the bottom menu of the Stock Item screen.
The Stock Items by Location window will display the following details:
Location - The Locations where the Stock Item is sold.
Stock Location - The Locations where the Stock Item is physically located. This will typically be the same as the Location, unless the Stock Item is sold from a different location to where it is located.
Stock Level - The current Stock Level of the item in the Location
Recommended Level - The recommended Stock Level. The value displayed in this field will be used when creating a Purchase Order and Generating by Reorder Levels.
Reorder Level - The Stock Level at which a reorder is triggered. When a Purchase Order is created and the "Generate by Reorder Levels" button is pressed, any Stock Items which have reached their Reorder Level (or less) will be added to the Purchase Order. The Quantity Ordered will be automatically populated with an amount that will bring the Stock Level up to the Recommended Level.
Layby Level - This displays the item quantity which is currently on layby.
Carton Quantity - This displays the carton quantity (the number of units or amount that is included in one carton).
Stocktake - This displays the Stock Level which has been counted in a Stocktake. This will only show an amount if there is an active Stocktake in the Location and the item has been counted. Once a Stocktake at a Location has been cleared or Stock Levels have been updated from a Stocktake, the values in the Stocktake column will also be cleared.
The Total Stock Level will be displayed at the bottom of the window, showing the combined Stock Level from all locations.
To edit the values, highlight the desired Location and press Modify.
Changing the Stock Level in this screen will adjust the current stock level for the selected item, for the selected location.
A Recommended Level is used in Re-Order Reports and auto generating Purchase Orders and is the recommended level you wish to keep in stock for the selected item for the selected location.
A Reorder Level is used in Re-Order Reports and auto generating Purchase Orders and works by comparing the recommended level and current stock level against its reorder level. If the stock level falls below the reorder level, the reorder quantity value will be equal to the recommended level.
If the item is a single and linked to a Carton, enter the Carton Quantity that the items are purchased in so that POS can back calculate when used for stocktake.
This setting is used to determine which location the stock will be deducted from, and can be different from the location of where the item is sold. For example, you can sell an item in several locations, but all stock is deducted from a central location. By default, the Stock Location will be the same as the location you are editing.