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 avoid creating duplicate nonstock products, be sure you search with a variety of keywords before creating new nonstock products.
Note: You cannot select a super buy line for Nonstock Entry.
To create a nonstock product record during sales order entry:
Create or open a sales order and display the order's Body tab.
From the Line Item menu, select NonStock (add/edit) to display the Nonstock Product Entry window.
To make sure the nonstock product does not already exist in the system, enter various keywords in the ProductSearch field.
Once you are sure the product does not already exist, from the File menu, select New Item.
In the Product Description field, enter a statement that describes the non-stock item.
The description should include the manufacturer's name, part number, and any other identifying information. The field is indexed, so you can use any part of the description to later search for the record.
Complete or review 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. Important: The available price lines are determined by your VALID.PLINES authorization key Detail setup. 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. Note: You cannot select a super buy line. |
|
Per UOM |
The default pricing unit of measure for this nonstock product. The system pushes this information to the product price sheet and overrides the data in the template for this order. |
|
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. |
|
Matrix Type |
The matrix
type for this nonstock item. This field is accessible and required
only if the |
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 works in combination with the Quantity field. |
|
Quantity |
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 |
Select a check box to indicate 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. Note: When the 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 that are used together with the price basis and formula to calculate the price for the nonstock product.
Save your changes and exit the window to return to the order's Body tab. If you did not specify an order quantity before opening Nonstock Product Entry, the system prompts you to enter an order quantity. Enter a quantity and click OK to add that quantity of the new nonstock product to the current order.
More Options
The Nonstock Product Entry window also offers these options.
|
To... |
Use this menu option... |
|
Edit > Price Sheet Maintenance Complete the G/L Type and Per Qty fields, and then access this menu option. A Reason for Change prompt displays. Enter the reason for changing the prices to display the Product Price Sheet Maintenance window. |
|
|
Edit > Product Maintenance The Product Maintenance window displays. |
See Also:
Adding Nonstock Products to Sales Orders