Stock Ordering Details

If we press Down arrow again, or (<O>rdering), a further screen takes its place. Here we find information about the ordering of stock items, Minimum & Maximum levels, Goods on order, date orders received etc:

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M.T.D.  :       0    Y.T.D.   :    1450      Y.T.D.  :      72.50 
Min     :     300    Max      :     900      Ave.    :      18.30
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On-Order :          Date (ON) :  ??.??.??    Date (Last) :  01.01.92
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Re-Order (N) :     2  (600)
Re-Order (S) :     0   (0)
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Ordering - Main Edit Next Sales Warn Quit

Main

Returns to the 'main' screen.

Edit

Changes data on the ordering screen.

Next

Accesses the next card (either by number or name).

Sales

Displays the Sales/Purchase screen.

Warn

Displays the Warning screen.

Quit

Returns to the main stock menu.

Field Details

Fields marked with a * cannot be edited, they are worked out by the system.

M.T.D.*

The total sales of this item (by dispensed quantity) this month.

Y.T.D.*

The total sales of this item (by dispensed quantity) this year (inc. current month).

Y.T.D

This field is similar to Y.T.D. above, except that it holds the year to date sales based on the actual price they were sold at.

Min & Max

This holds the minimum and maximum quantities that you should have in stock at any one time. These are used in various reports to determine overstocking or whether this item needs to be re- ordered. If the minimum level is set to zero the automatic re-order program will ignore this item and the automatic pricing will not advise you that 'you are below the minimum'. The maximum quantity may initially be set to any number required, but if the minimum, re-order or pack quantity are edited then the maximum will be recalculated.

The minimum can be calculated automatically from an option on the Utilities Menu.

Ave. *

The average sales per month (financial) of this item.

On-Order

This field contains the number of dispensed units currently on order. Although the dispensed quantity is shown, the system when producing order lists will convert to purchased quantity automatically. This field can be reset to zero globally via an option on the Utilities menu.

Date (ON)

The date on which the last order was placed for this item.

Date (Last)

This is the date on which you last received this item.

Re-Order(N)

Normal re-order level for this item. When the system is determining the quantity to order, it will use this figure as a minimum. If the quantity in stock plus re-order is still less than the minimum, then the order will be incremented by one until the minimum is reached. The number in brackets is the dispensed quantity.

Re-Order(S)

As normal re-order, except this is the minimum figure to re-order during a seasonal period.