If you are authorized, you can create a nonstock product while entering an order. Before creating a nonstock product record, make sure the nonstock has not already been created by searching for it on the Body tab.
Note: You must be assigned the COGS.EDIT.NONSTOCK, SOE.OPEN.PRC.EDIT, and COST.VIEW to edit non-stock items.
To add a nonstock product to a sales order:
From the Orders menu, select Sales Order Entry and begin an order. The Body tab displays.
From the Line Item menu, select NonStock (add/edit) to display the NonStock Product Entry window.
In the Product Search field, enter a name for the new nonstock product and press Enter. The system searches for the name you enter to make sure it does not already exist. If the product is not found, the new product name displays in the Product Description field.
If needed, edit the Product Description field to make sure the name of the nonstock item includes the manufacturer's name, part number, and any other identifying information your company requires. This field is indexed, so you can use any part of the description to later search for the record.
Complete the following fields, as needed. Fields marked with a red asterisk (*) 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 and assign the price. |
|
Price Line |
A code that identifies a group of products with similar characteristics for the purpose of making price changes. Note: If the |
|
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 product. Note:
The system validates this field using the |
|
Per Qty |
The standard quantity that corresponds to the specified pricing unit of measure. Note: This field is
validated against the |
|
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. |
|
G/L Type |
The category of products under which this product is classified; "plumbing," for example. |
|
Matrix Type |
The matrix type for this nonstock item. This field is accessible and required only if the Valid Product Matrix Types control record contains a value. See Assigning Pricing Criteria to Products for more information. |
|
Keyword |
Additional product information to use for product searches that does not display in the description. |
|
Select Code |
Product select code used to group products assigned to different price lines or buy lines for reporting purposes. Authorized users can define these codes using the control maintenance record. |
Use the following fields to identify the product units of measure and quantities, and to identify the units of measure and quantities to be used for each type of transaction:
|
Field |
Description |
|
UM |
The default measures of the nonstock item as it is packaged for sale, such as 1 each, 1 box, 1 case, or 1 crate. This field works in combination with the Quantity field and can be edited by authorized users. |
|
Quantity |
The default amount of the nonstock item a customer must buy. This amount is dependent upon the unit of measure. For example, if the unit of measure is ea (each), then the quantity is per separate unit. If the unit of measure is bx (box), and there are twelve individual units per box, then the quantity is per box of twelve. Therefore, if a customer orders ten boxes, 120 units are being sold, but the quantity remains ten. |
|
S, P, T, A, I |
Indicates which unit of measure and quantity are used as the default value for stock orders (S), purchase orders (P), transfer orders (T), adjustments (A), or inventory cycle counts (I). For each type of transaction, select the check box that corresponds to the UM and quantity you want to use as the default. Note: When a salesperson enters a quantity without a unit of measure, the system assigns the default value specified here. |
Review the Global Basis Information area, as needed. This section displays costs and prices from the price line selected above, which are used together with the price basis and formula to calculate the price for the nonstock product.
Use the following menu options, as needed:
|
To... |
Use this menu option... |
|
add price sheet details |
Edit > Price Sheet Maintenance |
|
add additional details to the nonstock product record |
Edit > Product Maintenance |
Exit the window. You are prompted to enter an order quantity for the nonstock item.
Enter the nonstock order quantity and click OK. The nonstock item is added to the current order.
Continue entering products and process the order as usual.
See Also: