Stockrooms
Forms
Manage Stockrooms
OVERVIEW: This form is used to manage stockrooms.
Room Products Panel
- Manufacturer, Model, Type, Description: The Manufacturer, Model name, type or category of Product, and Description of main features.
- Location: The location of the Product within the Stock Room.
- Part #: The part number specific to the Product within the Stock Room.
- In Stk.: Displays the amount of this Product that is in stock for the selected Stock Room.
- Min.: Displays the minimum amount of this Product to be stocked. When the stock reaches this amount, it will appear in the Order Stock screen to be reordered.
- Max.: Displays the maximum amount of this Product to be stocked. When in the Order Stock screen, the system will automatically suggest enough items to replenish the stock to this amount, but can be overwritten if desired.
- On Order: Displays the amount of this Product that is currently on order for the selected Stock Room.
Context Menu
- Add Product: Opens the Find Products screen. This can only be used while a Bin is selected from the Location Tree.
- Adjust Stock Quantity: Opens the New Stock Adjustment screen.
- View Stock Details: Opens up the View Stock Details Form.
- Refresh: Refreshes the grid.
- Delete: Deletes the selected Product from the selected Bin.
Stock Types - Administer
Stock Types
ADD: Click on the New Stock Type button, or right-click and select New Stock Type.
EDIT: Double-click on an entry.
DELETE: Right-click on an entry and select Delete from the context menu.
Description
Name
The name of the Stock Type.
Stock Type Attributes
There are three types of products: Rentable, Leased and Consumable.
Check the Rentable box to indicate that the Stock Type is Rentable - items will be expected to be returned following a rental.
Check the Leased box to indicate that the Stock Type is Leased - items will be expected to be returned to the Supplier.
Leave both boxes unchecked to flag a Consumable Stock Type - items will not be expected to be returned following a rental.
Rentals are administered in the Manage Rentals form.
Products are added to a rental in the Rental Details form.
Rentable Products will show a value under the Return Qty column, while Consumable Products will show 0 here by default.
Order Num
Set the order in which Stock Types will appear in a drop-down box.
New Stock Type
Click the button to create a Stock Type.
Stock Type Details
Name: Enter the name of the Stock Type.
Attribute: Check one or many boxes, or leave the boxes unchecked, to define whether the Stock Type will be Rentable, Leased, or Consumable.
Order Num: Set the position where the new Stock Type should appear in a drop-down list.
Stock Bin Sizes - Administer
Stock Bin Sizes
ADD: Click on the New Stock Bin Size button, or right-click and select New Stock Bin Size.
EDIT: Double-click on a Stock Bin Size to view its details.
DELETE: Right-click on an entry and select Delete from the context menu.
Description
Order Num
Set the order of the list of Stock Bin Sizes in a drop down list.
EDIT: Double-click on the cell and type another number.
Description
Details on the Bin Size, such as its measurements.
New Stock Bin Size
Click on this button to create a new Stock Bin Size
Details
Order Num: Define where the Bin Size will be placed within the list of all Bin Sizes.
Description: Enter details that describe the new Bin Size.
Adjustment Types - Administer
Adjustment Types
ADD: Click on the New Adjustment Types button, or right-click and select New Adjustment Types from the context menu.
EDIT: Double-click on an Adjustment Type to view its details.
DELETE: Right-click on an entry and select Delete.
Description
Name
The name of the Adjustment Type.
New Adjustment Type
Click on this button to create an Adjustment Type
Details
Name: Enter a name that describes the new Adjustment Type.
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