It often happens that you receive goods from the supplier in transport packaging when you wanted to receive individual units on warehouse. Since they will be sold as such.
Example:
Ordering sets of goods with supplier. Let us call it SETPOT (item type A).
Trying to sell it in retail the set will be exibited yet individual items of set will be sold. Let us list them:
- POT21 (component 1)
- POT25 (component 2)
What next?
1. Items Register
Enter ID of set as well as item IDs which make up the set in the
Items register.
1. Component ID
First enter IDs of items that make up the set in the register. Use
item type 200 – type B. In our case:
- POT21 (component 1)
- POT25 (component 2)
Enter purchase and sale prices in the Costing/Pricing panel which will be valid on receiving and issuing items.
2. ID of Packaged Goods
In the second stage enter parent item, that is, set. Use
item type 202 – type A. Its basic characteristic is to allow entering of parent item ID in purchase orders. Lines for receiving are created from data that can be found in specification.
Enter norm used in converting parent item to units for receiving in
Specification that will be used when creating the document of
receiving - SETPOT specification:
- POT21 (component 1), 1pcs
- POT25 (component 2), 1pcs
You are not required to complete the Costing/Pricing panel since the purchase price will be collected from the warehouse and sales ID (in our case POT01 and POT02).
2. Purchase Order
Create purchase order for parent item (SETPOT) because the supplier delivers you the goods in a set.
3. Recording Goods Received
When receiving goods to be sold you can observe in the bill of materials that you shall be delivered 10 COMPOUNDITEMC item sets.
- enter the code of the parent item as well as the quantity received to the line for receiving:
- when updating the line (by saving or shifting to the next line), lines for receiving are created automatically for items from specification:
4. Issuing Goods and Tracking Stock
Following from everything said up till now the price movements and stock is tracked ONLY FOR SALE ITEMS (in our case: POT21 and POT25). That is why both
sales orders and issue of goods is entered as issuing items POT21 and POT25.
This can be done in the following two ways:
a) by simply entering compound items to the lines for receiving
b) and in the same way as was already described with the receiving of goods, that is:
- enter the parent item ID to the line for receiving:
- after you enter and confirm the quantity (e.g. 1 set), lines for receiving are created automatically for items from specification:
Warehouse card for parent item (SETPOT) remains blank because it is used only to facilitate recalculation of acquired quantities.
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By using the item type A you can make the receiving of goods that is ordered in transport units of measurement easier. They can be sold for example by pieces. To this end you create the item ID to be used in purchase orders (type A) as well as the additional item ID to be used in receiving or issuing of goods (type B, K,...). |