This option will allow descriptions to be modified in Purchases. This function will generally be used if an order for a special item is requested by a customer that has not yet been allocated a code in the database. You can change the description to be sent to the supplier for purchase of this particular item. The description can be modified to 30 characters, as standard for description of stock items in Idealpos.

 

This option will allow stock to be transferred between different Sites when using the Site Management module. Changing this option does not affect sites which do not have Site Management in their licence.

This option will turn on/off the ability to select Allow Stock Transfers between items within the Stock Transfer Destination field.

 

This option allows you to start your Stocktake at the beginning of the day. This can be useful if you have not started a stocktake, but the staff has already started selling items. This will start the stocktake back before any sales have taken place.

 

Typically when a Stock Item is modified, it's Stock by Location record is added/modified. If this option is unticked and the corresponding Stock by Location record does not exist, then POS will not automatically create it.

This option is used when receiving stock. If an Admin fee is charged by your supplier on their invoice, this will auto-allocate it across all items that have been received, ensuring that the true cost price is calculated. Selecting this option will disable the choice given if not selected.

 

This option will disable the need to select the checkbox on every stock purchase.

 

When you are entering a Stock Purchase, this check box will be greyed out.

 

This option will require that for all stock received into the system, an invoice number will need to be recorded and entered. You cannot save any stock received without entering an invoice number.

 

This option will force you to process invoices on the current date, rather than being able to add a date for the future.

 

This option will inhibit the backdating of Stock Purchases.

This option will block the ability to change the date on Stock Write-Offs.

This option will not allow the terminals selected to Delete Purchases from the Stock Purchases List. The Stock Purchase List is located by going to Transactions > Stock Control > Stock Purchases.

 

Stock Item levels can be manually edited by going to File > Stock Control > Modify > Advanced > Stock Level > “>>>” > Change stock level manually. This option will disable access to this area by locking the Stock Level field.

 

This option will inhibit Purchase Orders.

This option will restrict the user from selling an item that is not enabled in the current location.

If the user attempts to sell an item that is not enabled in the current location, a prompt will be displayed and the item will not be added to the sale.

 

This option will not show the Stock Levels in the Stocktake Forms or Enter Stocktake.

 

 

 

This option will not allow you to process invoices before the last stocktake had been updated.

 

This function will stop Transactions (Transfers, Purchases, Stocktakes) from occurring at a Location which has a Location other than its own Location set as the Stock Location.

 

Go to File > Stock Control > Locations > Select: Location > Modify

 

 

Update the Stock Location so that it reflects the Location of where the Stock is located.

In the above screenshot example, transactions (Transfers, Purchases, Stocktakes) will be inhibited in the Mini Mart Location because the Stock Location for the Mini Mart has been set to Cafe.

When the location is Inhibited, the Location will be hidden from any Location dropdown box on the Transfer, Purchase and Stocktake screens.

This option will display a message when the Cost Price of an item has increased to also check your Selling Price.

 

Go to Transactions > Stock Control > Stock Purchases.

 

The warning will display after you have entered the new Cost Price. It will simply inform you to check the prices, it will not prompt again.

This option is keyed on a manual change to the Unit Price, and will not provide a warning if Supplier Invoices are imported with increased Unit Prices.

 

This option will round up to carton quantities stock that needs to be ordered that is less than the carton quantity.

This option is used with the Head Office module and Inter-Store Ordering. More information on using these options can be found in the Inter-Store Ordering guide.

On the Stock Grid, this option will round any Amounts like sell/cost prices to 2 decimal places.

 

This option will only show the location that this POS Terminal is linked to when viewing any Purchase Orders or Stock Received.

When browsing Stock Items within a Stock Purchase, this option will show Indirect Items in the Stock Items grid.

 

This setting controls whether Indirect Items are displayed when going to: Transactions > Stock Control > Stock Purchases > Add or Modify existing Stock Purchase > click on the dropdown box in the Stock Code field to open the Stock Items grid.

 

When this Yes/No Option is enabled, Indirect Items will be available as shown in the example on the left.

When this Yes/No Option is disabled, Indirect Items will be unavailable as shown in the example on the right.

 

When Supplier Invoice Reports are produced this option will display the Stock Code, Department and Sales Category for each item.

 

This option will warn the user if items are sold but not enabled in the current location.

If the user chooses to add the item to the sale and then finalises the sale, the item will be enabled in the current location.

Note that this setting will have no effect on the system if the Yes/No Option "Inhibit Selling of items not Enabled in Location" is enabled.