How to Add, Edit and Delete Stock Item

Modified on Tue, Jul 25, 2023 at 10:49 AM

How to Add, Edit and Delete Stock Item


Overview:


Stock items are products related to inventory, and every quantity being purchased or sold in the system is being tracked. These items are the core components of a company's inventory and can include tangible physical goods, such as electronics, clothing, furniture, or food products, as well as intangible items like software licenses or digital downloads.


Procedure:


How to Add Stock Item


1. In Navigation pane, go to Stock > Stock & Services


2. In Stock & Services List View, click Add


3. Supply the fields with data;

  • Stock/Service #: This is a compulsory field with maximum of 20 alphanumeric length.
  • Stock/Service Name: This is a compulsory field which you need to indicate the name of the Stock or Service.
  • Category: This is used to maintain a type categories or group
  • Description: This is a compulsory field which you need to indicate the name of the Stock & Service.
  • Group: This is a form that allows you to maintain a type group.
  • Class: This is used to maintain a type class or group.
  • Stock Control: is an indication that an item is inventoriable.
  • Account Preset: This is a required field that allows you to assign Account Posting for each stock/service items
  • Purchase Price: This is a field to identify the purchase price of the Stock.
  • List Price: This is a field to identify the list price of the Stock.
  • Min. Price: This is a field to identify the minimum price of the Stock.


4. Once done, click Save or Save & Close



How to Edit Stock & Services


1. In Stock & Services List View, click Code to open.



2. Apply necessary changes. Once done, click Save or Save & Close.



How to Delete Terms


1. In Stock &Services List View, tick a stock item then click Delete.


2. When the confirmation message prompted, click Confirm Delete.


Application:


Created Stock Item are now available in Sales and Purchase Transaction forms



Note: Modifying Stock Control and Stock/Services Deletion is allowed if there is no existing transaction.





For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph

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