Adding Stock Items to Lot Item Orders

If you maintain some of the items the customer has ordered in your inventory, you can add them to the same order as the lot item, provided you create a new order generation. For example, if the customer requests an office lighting package, and you carry large quantities of various sizes of light bulbs, you can ship the light bulbs from your warehouse instead of buying more from the vendor.

The stock products become part of the overall order total, and are included in the job total on the Lot Totals window. If you change an overall lot total, the new prorated amount also affects the stock products.

To add a stock item to a lot item order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.

Open a sales order or bid that includes a lot item.
Add a ship date for the stock items.
Add stock items to the new order generation.
Do any of the following, as needed:

Add a cost code to the stock item.
Add a tag type and subtype to the stock item.
Make the stock item dependent on the lot item.

Choose shipment options, as needed.