Using Locations/Batches for Products
You can get a full overview of stock status by going to the ‘Locations/Batches’ tab for products. This is where the stock location(s) are defined and also shows batches booked into the system and items allocated
First, go to the ‘Products‘ tab. Double-click on a product and make sure the ‘Item Type’ is set to ‘Stock’
Then you can click on the ‘Locations/Batches’ tab.
The locations tab must have at least one location set up for the stock control system to work correctly.
To set up a product location, click on ‘Modules‘ and select ‘Product Locations‘.
You can create a new location by clicking on ‘New‘. Then enter the location details.
Once you’ve created the location, you can then add it to the new product you’re creating. Open the product and go to Locations/Batches > Locations > Add Location, then choose the location you want from the menu.
Double-click on the location to fill in the current quantity, BIN ref and re-order flags as required.
Click ‘OK‘ to save.
The ‘Batches‘ tab shows you any items booked in through goods inwards as a batch. This is also where you can manually book batches of the product item in.
Any batch booked in manually or through goods inwards will be displayed with details on date, batch number, and quantity.
To “batch” an entry, click on ‘Add Stock‘.
You can add in the details of the batch and quantity, but you must set the location before being able to click ‘OK‘.
This will now add a new entry into the batches window and also update the stock accordingly.
If you click on ‘Adjust Stock Level‘ you can alter any previous batch record.
Add the new stock value for the batch and click ‘OK‘ to save the changes.
The ‘Stock Allocations’ tab shows you a complete log of stock movements from every aspect of Clik Service. Every allocation to a job sheet, invoice or project will be detailed here along with items booked in through goods inwards and any manual stock changes.
This info is for your reference only and cannot be altered/changed.