Warehouse - Stock File Additions

Use WIS-Stock > WIS Stock File Additions to add stock items to the warehouse inventory system stock file database.

Stock#

Enter the alphanumeric code (maximum 10 character) used to uniquely identify this stock item. Use lookup to make sure the stock item does not already exist.
Entry of a blank stock number will exit the program.

Commodity

Enter a valid commodity code as defined in the commodity code database.
This field is mandatory.
Use lookup to select from defined commodity codes.
The description of the commodity code will display at the bottom of the screen.

Category

Also known as 'Type', this field is mandatory and used to distinguish between inventoried and non-inventoried stock items. As implied by the name, inventoried stock items are items that exist in a warehouse that require an accurate inventory be kept.
Non-inventoried stock items are items not carried in inventory but rather ordered directly from the supplier as needed.
Enter 'I' if the stock item is to be inventoried. A Warehouse Information window will be displayed at the bottom of the screen.
Enter 'N' to create a non-inventoried stock item.

Inventory

Enter a valid inventory code as defined in the inventory code database.
This field is optional.
The description of the inventory code displays at the bottom of the screen.

Buyer

This field is updated in purchasing and represents the last buyer to purchase this particular stock item.
This field is optional.

Purchase Meas

Enter the unit of measure (maximum 10 characters) the items are to be purchased in, ie. each, box, case.
This field is optional.

Purchase UPM

This field represents the purchase units per measure or, the number of individual units that comprise the purchase measure ie. 1.00 (each), 12.00 (case), etc.
This field must be greater than zero and will be used to calculate the conversion factor.
This field is optional.

Issue Meas

Enter the unit of measure the items are to be issued in from the warehouse, ie., each, box, and case.
This field is optional, the maximum field length is 10 characters.

Issue UPM

This optional field represents the issue units per measure or, the number of individual units that comprise the issue measure ie. 1.00 (each), 12.00 (case), etc.
This field must be greater than zero.
This field is used to calculate the conversion factor.

Conv Factor

The conversion factor will be calculated automatically by the system as the purchase UPM divided by the issue UPM.
This is used to convert the purchase measure to the issue measure for accurate inventory count.
For example: If goods are purchased in a 10 bottle case and issue by the individual bottle the purchase UPM will be 10.00, the issue UPM will be 1.00. The conversion factor will be 10.00. On the other hand, if lumber is purchase lumber by the stick and issue by the 5 stick bundle the purchase UPM will be 1.00, the issue UPM will be 5 and the conversion factor 0.20.

Cost

If Moving Average Price is in effect (WIS Master Profile #14) and this is an inventoried item, this field will be restricted The cost will be calculated by the system based on actual warehouse transactions. To initially set the Moving Average Price, use the Warehouse Setup program. If standard cost is in effect or this is a non-inventoried item, enter the cost of the stock item.

Issue Price

The issue price will be calculated automatically by the system using the cost price multiplied by the default warehouse markup (WIS Master Profile #11).

Next Cost

The next cost field is only available if standard costing is in effect. Enter the next cost price for the item. This is used in conjunction with the Create New Standard Cost program to update the cost to the next cost for all stock items in the system.

Tax Code

Enter the tax codes that apply to this stock item. The tax codes must exist in the BAS Tax Code Database. A maximum of three tax codes can be entered, the description of each will be displayed at the bottom of the screen.

Catalogue Description

Enter the short form catalogue description of the stock item. This field is mandatory and used as a key for various reports in the system. The individual words in the description are indexed for maximum speed and flexibility in Stock File Lookups. The maximum field length is 71 characters.

Product Description

Enter the full description (maximum 150 characters) of the stock item. The catalogue description entered above will appear as the default if in Stock File Additions. The individual words in this description are indexed for maximum speed and flexibility in Stock File Lookup.

Warehouse Information Window

Warehouse Information

The warehouse information window only displays if dealing with an inventoried stock item. When entering the various warehouse fields, use the cursor keys to move from one field to another.

WHSE An inventoried stock item must exist in the Master Warehouse (WIS Master Profile #2). In Stock File Additions the Master Warehouse will be displayed in the first warehouse field. Press enter to accept the default.

To set up the remaining warehouses, use lookup in the warehouse field to display valid warehouses to choose from. Select the desired warehouse and input the corresponding warehouse stocking information.

Press enter to set up the remaining warehouses. Use lookup in the warehouse field to display valid warehouses, input the corresponding warehouse stocking information.

Press enter at the warehouse number to terminate entry of warehouse information.

LOC 1 Enter the primary location in the warehouse where this item is stored. This field is optional; however it is used as the criteria if chosen when producing a slips by location (WIS Master Profile #15). Maximum field length is 10 characters.
LOC 2 Enter the secondary location in the warehouse where this item is stored.
This field is optional, maximum field length is 10 characters.
LOC 3 Enter the third location in the warehouse where this item is stored. This field is optional, maximum field length is 10 characters.
SSL Enter the stock safety level. (This field is also known as the minimum).
ROP Enter the reorder point. This will be the criteria for flagging a stock item for reorder. When the on-hand quantity falls below the reorder point, the stock item is flagged for re-order.
EOQ Enter the economic order quantity, or the quantity that is most economic when ordering.
MAX Enter the maximum stock level.

Field## To Change

Enter the number corresponding to the field to be changed. To change any of the warehouse information for an inventoried stock item, select field # 17 and the warehouse information window will pop-up.
If more than one warehouse was set up, the top right corner of the warehouse window will show the page number. (ie., page 1 of 2). Use the arrow keys to change warehouses.
Press enter to proceed to the Stock File Menu.

Warehouse Information Menu

A menu bar displays at the bottom of the screen. If more than one warehouse has been entered, use the cursor keys to page through them.

Accept Enter 'A' to accept the warehouse information as entered.
Insert Enter 'I' to create a new warehouse for this stock item.
Modify Enter 'M' to modify any field for the warehouse displayed in the warehouse information window.
Delete Enter 'D' to delete the warehouse displayed in the warehouse information window.
Only warehouses with no activity will be allowed to be deleted.

Stock File Menu

A menu bar displays at the bottom of the screen. All menu options relate to the specific stock item displayed.

Accept Enter 'A' to accept the stock item displayed with all attached warehouses and options.
Cancel Enter 'C' to quit the current stock item without saving information and proceed to the Stock# prompt.
Modify Enter 'M' to modify any field displayed on the screen.
Notes Enter 'N' to enter up to a full screen of information related to the stock item. This area is intended for miscellaneous internal information not desired within the product or catalogue description. See detailed documentation below regarding adding manufacturers information.
Parts Enter 'P' to enter manufacturer part number information.
Danger Enter 'D' to enter dangerous goods information..

Manufacturer Part Number Menu

Manufacturer Part Number

The Manufacturers Part Number Maintenance Screen allows the entry of the part or catalogue numbers used internally by the various manufacturers or suppliers to identify the stock item.
The manufacturer part number is used in Purchase Order Entry to better identify the stock item
Enter the manufacturer's part number (maximum 30 characters).
Entry of a blank part number will terminate entry

Manufacturer Name

Enter the manufacturer's name (maximum 30 characters). Use Home key to select a valid vendor from the vendor database. The manufacturer's name is not validated.

Asset ID

A 10 character Asset ID (category) can be entered for the manufacturer part number information. Only one asset ID can be used for each stock item. This number is not validated.
The display and use of the Asset ID field is controlled by the BAS User Profile Asset ID Entry on Stock Items and must be set to 'Y'.
The Asset ID will be used to facilitate an interface into 'Sourcesmith' fixed assets software. When items with a selected asset number are entered on a PO in the atrieveSRB system, the stock item is included in an interface file that can be loaded into 'Sourcesmith' software. Refer to Appendix BB (BAS) or contact atrieveSRB for further details.

A menu bar will be displayed at the bottom of the screen:

Accept Enter 'A' to save the manufacturer's part number information as displayed and return to the stock file screen.
Insert Enter 'I' to add a new manufacturer's part number to the list. Modify Enter 'M' to modify the highlighted manufacturer's part number. Delete Enter 'D' to delete the highlighted manufacturer's part number.