To create a nonstock product record during sales order entry:Sometimes your customers may want to order nonstock items that do not exist in the system. When this happens, you can enter a new nonstock product record through Sales Order Entry.
To create a nonstock product record during sales order entry:
Create or open a sales order and display the order's Body screen.
Search for the item to make sure you do not create a duplicate record of an item that is already in the system.
Once you determine that the item is not in the system, enter a quantity in the Qty/Unit column, and then use the NonStk/Lot hot key to display the NonStock Entry screen.
In the Search field, type New and press Enter to display the Product Primary Index list.
Select New NonStock Item from the last page, and press Enter to return to the NonStock Entry screen.
In the Mfr's Code / Description field, enter a statement that describes the non-stock item.
The description includes the manufacturer's name, part number, and any other identifying information and can include up to 99 lines of 35 characters each. This field is indexed, so you can use any part of the description to later search for the record.
For each unit of measure, complete the following fields:
|
Field |
Description |
|
UM |
The default proportions of the nonstock item as it is packaged for sale, such as 1 each, 1 case, 1 crate, or 1 pound. This field is limited to two characters and works in combination with the Quantity field. |
|
Quant |
The default amount of the nonstock item that must be purchased, dependent upon the unit of measure.
For example, if the customer orders ten boxes, they have ordered a total of 120 units, but the quantity remains ten. |
|
S, P, T, A, I |
Indicates whether the quantity and unit of measure specified in the previous columns will be used as the default value for stock orders, purchase orders, transfer orders, adjustments, or inventory cycle counts. Only one default value is permitted per order entry type. Position the cursor in the column and type a character (for example, x) and press the Tab key to change the character to an asterisk (*). Note: When the salesperson enters a quantity without a unit of measure, the system assigns the default value specified here. |
Complete any of the following fields, as needed. Some fields are required.
|
Field |
Description |
|
UPC # (Universal Product Code) |
A combination of a bar code and numbers the RF (radio frequency) scanner uses to identify the product. Note: UPC numbers must be all numeric. |
|
Price Line |
A code that identifies a group of products with similar characteristics for the purpose of facilitating price changes. Note: Depending on your system setup, you may not be able to assign some price lines to this nonstock product. |
|
Buy Line |
A code that identifies a group of products that must be purchased together to meet a vendor's minimum discount requirements. |
|
Per UOM |
The default pricing unit of measure for this nonstock product. |
|
Per Qty |
The standard quantity that corresponds to the specified pricing unit of measure. |
|
Price Base |
The cost or price value to which a pricing formula is applied to calculate the price. LIST is the default value. |
|
Formula |
The calculation used to determine the price basis. For more information, see Pricing Formulas. |
|
G/L Type |
The category of products under which this product is classified; for example, plumbing. |
|
Mx Type |
The Matrix Type for this nonstock item. This field is accessible and required only if the Valid Product Matrix Types control maintenance record contains a value. See Assigning Pricing Criteria to Products for more information. |
|
(Costs/Prices) |
Costs and prices from the price line selected above that are used together with the price basis and formula to calculate the price for the nonstock product. |
Press Esc to return to the Sales Order Entry Body screen. The system adds the nonstock product to the order.
More Options
The NonStock Entry screen also offers these options.
|
To... |
Use this hot key... |
|
Pricing Complete the G/L Type and Per Qty fields, and then access the hot key. A Reason for Change prompt displays. Enter the reason for changing the prices to display the Product Price Sheet Maintenance screen. |
|
|
Product Maint The Product Maintenance screen displays. |
|
|
PDW Data Viewer The PDW Data Viewer screen displays. |
See Also:
Adding Nonstock Products to Sales Orders