These Stock items are kept in the Stock ledger and contains specific information for each of your Stock items.

TurboCASH5 supports a powerful stock (inventory) system. You may have a unlimited number of stock items. You may plan and structure your stock item system or inventory system into up to 2 reporting groups. 

There are a eleven of 11 stock item types which may be used to cater for the different types of your products. 

The Stock items are selected on the Stock item lookup, when you process documents for your debtors (customers / clients) or creditors (suppliers / vendors); or when you select the Stock items to be included in reports (stock reports, sales, sales analysis, purchases and purchase analysis reports). 

The details of the selected Stock Items are used to calculate the selling price, cost prices on documents according to the quantity specified, and will be displayed on documents and in reports.

To access Stock items:

  1. On the Default ribbon, select Stock items (F12).

  1. Buttons – The following buttons are available:
    1. New – Create a new stock item.
    2. Delete – Delete remove a selected stock item.
    3. Edit – Edit / change a selected stock item.

You may also double click on a selected stock item.
    1. Save – Save any changes to a stock item.
    2. Cancel – Cancel will revert to the previous values. Any changes will not be saved.
    3. Copy from item – This will create an exact copy of a selected stock item.  You only need to enter the Stock code and change / edit the necessary fields.

You may also select the stock item type. The fields that are not applicable to a selected stock item type, will be disabled / enabled.
    1. Default / Advanced mode – This will display the Export / Import, Adjust stock and Settings tabs. Clicking on the Default button, the button's caption will change to display Advanced mode. This will hide the Export / Import, Adjust stock and Settings tabs. In the Advanced mode, you may enter / edit data (values) of stock items (like you would in a spreadsheet).
  1. Limit rows - The default is "200" records to be listed displayed on this screen. If necessary, you may change that. 
  2. Reports – You may print barcodes or the Yagoda barcodes for selected stock items from the context menu - Print single item. These barcodes may also be printed from the Reports → Stock → Print labels (Reports ribbon). 

These reports are designed using the Reportman. These reports are located in the “...\plug_ins\reports\REPORTS\STOCK” directory.

There are two (2) options to print these reports, i.e.:

  • Click on the Report button – to include all stock items in the reports.
  • Right-click on a selected item, and select Print single item option from the context menu.
  1. Use barcode printer – Select this option if you have a barcode printer configured and setup on your system; and you need to print the Barcodes (i.e. Barcode or Yagoda barcode) report type from the list.
  2. Single line mode - This option has three (3) basic settings
    1. If this field is selected (ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), each stock item record will be listed in a single row. 
    2. If this field is not selected (not ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), a fixed right pane column (similar to the left pane on which the stock code and date last action columns are by default displayed) will be added. You may drag any column between the left and right panes to be added.  
    3. If this field is selected (ticked) and the Default mode (Export / Import, Adjust stock and Settings tabs not displayed), each stock item record will be listed in a single row.  
    4. If this field is not selected (not ticked) and the Advanced mode (Export / Import, Adjust stock and Settings tabs displayed), the fields for stock item records will be grouped in some columns (e.g. Units, Stock group1 / 2, Stock item type, Cost centres, etc.).  
  3. Update type - The following options are available to change (group) the columns:

stock-list-screen-update-type

  1. Search filter / options – Filter by entering the Item Code, Description or Extra description and / or by selecting (ticking) the Reporting group 1 / 2. If you click on the Search button, the only those stock items that matches your search / filter criteria will be listed. If you click on the Type button,  you may select Item Code, Description, Extra description, Reporting group 1, Reporting group 2 or Creditor.

If  the "Creditor" option is selected in the "Type" field, you may select the Creditor account on the Lookup. This will list those stock items which are linked to the creditor (supplier / vendor) account in the "Preferred supplier 1" (Default Supplier 1) field of the Ledger tab of a Stock item.
  1. Context menu – The following options are available:
    • Print single item – Prints the selected report type for the selected stock item(s) only. If you need to include all items, click on the Report button.
    • Copy – The following options to process Supplier 1 and Purchase Sales Stock Tax are available:
      • Copy from / Initial action and Paste to perform specific actions.
      • Stock item - Similar than the Copy from item button. – This will create an exact copy of a selected stock item.  You only need to enter the Stock code and change / edit the necessary fields.
    • Reporting group 1 - Change the reporting group of a stock item, if Reporting group 1 was set for Stock items (as added in Groups - Stock group 1 on the Setup ribbon).

The colours of the rows (list of stock items) will be changed, if set in Reporting group 1. 
    • Reporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Stock items (as added in Groups - Stock group 2 on the Setup ribbon).
  1. Grid totals - This will display the line count (number of records in rows / stock items) that is available on the list. The number of records will indicate the number of records that matches your filter / search criteria. 

These options allows you to locate or find specific stock items on the fly.

Type 

You may enter or search for a stock item 

  • Item code - enter a valid item code.
  • Description - Enter a description or part of the description. 
  • Extra description - Enter a extra description or part of the extra description. 
  • Reporting group 1 / 2 - All stock item groups as set in Groups (Setup ribbon) will be listed. Select (tick) to list only those stock items. 
  • Creditor - If preferred suppliers is selected on stock items, you may lookup a creditor to view only those stock items linked to a supplier.

Column headings

All the data for each of your stock items are listed in columns. To view change the sequence in which the data is displayed, you may:

  • Scroll bars - Scroll to the right or to the left on the horizontal scroll bar to view the information.
  • Sequence of rows - Click on any of the column headings to change the sorting sequence of the documents listed in the descending or ascending sequence.
  • Sequence of columns - Click on a column heading and drag it to the right or to the left to change the sequence in which the columns need to be displayed.

The "Line count" will show the number of records (stock items) that matches your search or filter criteria.   

You may also search for stock items in the Investigator screen (Setup → Search).   

The column headings are grouped into three (3) bands:  

  • Left - Click on a column and drag the column to the desired position. 
  • Data - You may also drag it to the right band or to the left band. 
  • Right - By default this band is empty. Any number of columns can be dragged to that band.