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Stores

Each item of Stock that is ordered for any Building can be recorded in the Stock Register. The Stock Register keeps track of the Locations of each item and the quantity of that item in that Location. It also tracks re - ordering information, such as the name of the manufacturer, the model type, bar code, quantity to be requested when an order is raised and the minimum level of stock that can be reached before a new order is required.

The list of Stores are maintained here.

Modules > Stores > Stores

The link will open the Stores grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Store click New , to edit an existing Store click Edit . A pop up window will appear which will allow the creation or amendment of a Store.

Click to view - Stores Fields and Descriptions

Field Name	Description
Part Code	The part code of the Store.
Group	From the drop down the Stock Group of the Stock item.
Description	Enter a description of the Stock item.
Model Type	Enter the model number of the Stock item.
Manufacturer	Enter the manufacturer of the Stock item.
Barcode	Enter the bar code of the Stock item.
Expiry Date	Enter the expiry date of the Stock item.
Building	From the drop down select the Stock Location Building.
Location	From the drop down select the Stock Location - filtered by the Building and the accesses granted on the User Accounts.
Class	From the drop down select the Stock Classes
Bin	Enter the bin number where the Stock is held e.g. Isle A, bin 1
Recorder Qty	Enter the minimum number of Stock that can be ordered when an order is placed.
Units	Enter the unit type that the Stock is ordered in e.g. box or packet.
Free Stock	Auto populated with the current number of usable Stock.
Minimum Held	Enter the minimum number of Stock items to be held before an order should be placed.
Unit Price	Enter the price of the Stock item, if using the FIFO module this cannot be altered once saved.
Allocated	Stock that has been allocated to PPMs.
Written Off	Not currently in use.
Stock Level	Enter the Stock level at the point of entry - this value cannot be altered from the store once saved.

Complete the fields and click Save . Once the Stock header been completed and saved a sub navigation will appear to allow additional entities to be viewed and created.

These include:

Goods on Order
Stock Issues
Preferred Suppliers

Goods on Order

Stock Issues

Preferred Suppliers

Click to view more detail.

A list of preferred Suppliers can be held against each Stock item. If a Stock item is ordered their may be price and delivery differences from different Suppliers. This detail can be stored in Preferred Suppliers.

Modules > Stores > Stores - Preferred Suppliers

The link will open the Stores / Preferred Suppliers grid. It is a grid view that can be customised and sorted as normal.

To add a new Preferred Supplier click New , to edit an existing Preferred Supplier click Edit . A pop up window will appear which will allow the creation or amendment of a Preferred Supplier.

Field Name	Description
Code	The code of the Supplier.
Supplier Name	Auto populated by the selection of the Supplier code.
Lead Time	The time taken to deliver the order once placed.
Min Order	The minimum amount of the Stock item that can be ordered.
Unit Price	The price of the Stock item per unit.
Supplier Item Code	The order / catalogue code for the Stock item.
Last Updated	Auto populated with the date the Preferred Supplier was last updated.