Business Unit

Currently selected business unit.

Item Lookup

Search for stock items based on their item lookup values.

Description

Type part or all of the description of the stock item.

Tip: You can search for items using wildcards. See Using wildcards to search in the Introduction manual.

Item Code

Type the item code.

Category

Select a category for a group of items.

The values are maintained in the luItemCategory lookup table. See Maintaining lookup tables in the System maintenance manual.

Size

Type the size of the stock item. For example, uniform items of a certain size.

In Stock Items Only

Select to only include items with positive Stock On Hand.

Clear to include all items, including non-stocked items and stock items that have zero or negative Stock On Hand. For example, your organisation may provide services or goods that you order in on behalf of students, such as musical instruments. These will be included.

Include Consignment Stock

Select to include items with the Consignment Stock Items flag selected on the Item tab of Item Maintenance. See:

• Item Maintenance - Item tab
• Create New Item - Create Item window.

The supplier owns consignment stock until you sell it on their behalf. For example, second-hand uniforms and books can be on consignment. When you sell the items, you remit money to the person selling the items, less a commission for handling.

Clear to include only non-consignment stock items. That is, items that you own or services that you provide that you 'on sell' to your customers.

ID

Synergetic ID for the customer.

Name

Name of the customer.

Internal GL Sale

Selected if the sale is an internal general ledger sale.

Default Price

Select to display the default unit price for the item.

Best Price for Customer Constituency

Select to display the lowest unit price available for the item based on the selected customer's constituency. For example, applying any special student prices if applicable.

All Prices

Select to display all price groups available for the items displayed.

Code

Unique code for the item.

Description

Description for the item.

Unit Price

Price for each individual unit of the stock item.

For example, pens can be sold individually or in packets of 10. The price is based on which unit is being sold and the number of units.

Price Group

Default price group for the item.

Stock

Quantity of stock on hand at the business unit.

Lookup

Defaults to the item description.

Tip: You can change this in Item Maintenance to assist you with searching and sorting if required.

Refresh the stock items displayed in the grid area, based on the values entered in the Search Criteria fields.

Note: Updating some fields, such as Include Consignment Stock, automatically redisplays the items displayed in the grid area.

Clear all search criteria fields. All items for the selected business unit are displayed in the grid area.

Select the highlighted item and return it to the previous window.

Cancel the operation and return to the previous window.