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Stock Manager
System Structure
• One or more stockpoints can be created for each database.
• Apparent stock levels are held separately for each stockpoint.
• One or more stock sites can be created to consolidate multiple stockpoints.
• PLU sales from one or more locations can be assigned to each stockpoint.
Stock Items
• Stock items are held in a separate file to PLU items.
• One PLU item can be linked to several stock items for recipe sales.
• Two or more PLU items can be linked to the same stock item for barcode redirection.
• Two or more PLU items can be linked to the same stock item for pint and half pint sales etc.
• Stock items can be generated automatically for new or existing PLU items.
• Stock items can be deleted automatically when the linked PLU item is deleted.
• Stock codes can be changed for existing items.
• Each stock item has a stock code, descriptive text and category setting.
• Stock units and sub units can be specified for each stock item if required.
• Automatic wastage levels can be specified for each stock item if required.
• Each stock item can be linked to up to five delivery methods from one or more suppliers.
• Each delivery method includes a stock unit yield, cost price, supplier stock code and outer code.
Suppliers
• Supplier name and address details can be entered for order processing.
• Supplier information can be imported from a CSV file.
Processing Sales
• Automatic adjustment of stock levels as sales are imported from the EPOS network.
• PLU sales from several locations can be assigned to the same stockpoint if required.
• Comprehensive exception handling for PLU sales that do not match the current database.
• PLU sales can be entered manually at the computer by stockpoint or EPOS location.
• PLU sales can be imported from a CSV file by stockpoint or EPOS location.
Deliveries
• Adhoc deliveries can be entered by PLU number, stock code or outer code.
• Free stock can be differentiated from paid for deliveries.
• Delivery quantities can be specified by stock unit or delivery unit.
• Delivery costs are estimated automatically based on current database prices.
• Items can be searched for by supplier or across the whole database.
• Deliveries can be imported from a CSV file.
• The current delivery session can be previewed to show its effect on apparent stock.
• One or more delivery sessions can be kept on file for future editing and completion.
Order Processing
• Orders can be generated from minimum and reorder levels for each stock item.
• Orders can be generated to replace stock sales for a specified period.
• Orders can be generated across the database as whole, or separately by stockpoint.
• Orders can be previewed and edited before being forwarded for processing.
• Purchase orders can be printed, or emailed directly to the supplier.
• Orders can be split at delivery time to allow for partial delivery.
• Orders can be saved and then used a template for future reordering.
Other Stock Movements
• Returns can be processed using similar options to adhoc deliveries.
• Adjustments can be processed for breakages, spoiled goods, etc.
• Automatic Wastage can be calculated by percentage for spillages etc.
• EPOS Wastage can be imported from terminals that support this feature or entered manually ( Not available
for Stock Manger X500 ).
• Stock Transfers can be processed for databases with two or more stockpoints.
• Incoming or outgoing transfers can be enabled or disabled separately for each stockpoint.
• All of these stock movements can be entered manually or imported from a CSV file.
• One or more return or adjustment sessions can be kept on file for future completion.
• All stock movements are logged, and can be displayed in a line-by-line audit.
Stocktaking
• Twenty separate stocktakes can be open at any one time for each stockpoint.
• Each new stocktake can include items from any combination of category and supplier.
• Stocktakes can be used to close the current period or simply to adjust apparent stock levels.
• Trading can continue while the closing stock figures are being collected and processed.
• Variance and reconciliation reports can be printed at any time while a stocktake is open.
• Any stock movements that occur while a stocktake is open will be carried forward to the new stock period
when the stocktake is finalised.
• YTD sales and adjustments are updated automatically when a period stocktake is finalised.
Barcode Labels
• Print requests for labels can be generated automatically in response to deliveries.
• The quantity and selection of labels to print can be edited before printing begins.
• Comprehensive control of label formats, including support for graphical logos.
Hand Held Data Capture
• Links to hand held data capture devices for importing of Delivery / Closing stock quantities.
