Maintaining items

Use the Item Maintenance function in Synergetic to view and maintain all the information about items that your organisation stocks and sells.

Some items are not stocked. For example, service items that you supply.

Stocked items at your organisation comprise:

An item record that you maintain key information about, including units of measure.
A stock record that is used by one or more of your business units to manage and sell stock items. See Entering sales and Managing stock.

Business units

Business units are set up at your organisation to manage and sell stock items. For example, a bookshop and a uniform shop can operate independently.

Smaller organisations can choose to set up one business unit only.

Also, see the Business Units tab of Maintaining finance configuration files in the System maintenance manual.

How to:

Search for an item on the system. See Searching for items.
Create a new item. See Creating new items.
Create a stock item record for a new business unit, if it already exists for another business unit. See Creating stock items for business units.

What you can do:

What you can do…	See…
Maintain: key item details unit of measure settings.	Item Maintenance - Item tab
Maintain details about an item's suppliers.	Item Maintenance - Suppliers tab
You can: maintain stock detail for business units that stock and sell items receive stock purchased from a supplier or acquired as consignment stock add or delete a stock record at a business unit mark a stock as active or inactive at a business unit manually adjust average costs.	Item Maintenance - Stock tab
You can: view summary information about stock receipts receive stock either: purchased from a supplier acquired as consignment stock. maintain stock receipts view stocktake adjustments.	Item Maintenance - Receipts tab
Summarise stock held at your organisation for the selected item, by business unit.	Item Maintenance - Stock at Business Units tab
View details of consignment stock payments.	Item Maintenance - Payment tab
View sales of stock items by business unit.	Item Maintenance - Sales tab
View purchase orders for stock items by business unit.	Item Maintenance - Purchase Orders tab
Define your own tabs or programs within Synergetic.	Item Maintenance - User Forms tab
Maintain documents relating to the item.	Item Maintenance - DocMan tab
View information about stock movement: for different business units by month by order, receipt or sales transaction.	Item Maintenance - Stock Movement tab

Last modified: 29/09/2014 12:32:55 PM

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