Under Registry - Items, you can get an overview over you stock directly in your item list. Here you can see:
- How many of each item you have available in stock
- How many units are available
- The value of your stock (including current purchase price)
- Stock warnings according to your settings
If you want Briox to automatically handle your stock on an item, via your Purchase Orders, Sales Orders and Customer Invoices, you click on the item and then mark it as a Stock Item in the Item Registry. See below.
The amount of stock you have when you start up can be entered manually in the field Stock. Otherwise create a Purchase Order and Update item stock when items are delivered. Your stock will increase by the amount you just delivered to stock from your purchase order.
To be able to create a purchase order you need to have a Purchase Price on your item. Enter it manually in the purchase order or fill in the Purchase Price on the item in the registry.
When you enter the Purchase Price of your item as well the quantity in Stock you get a Stock Value.
If you create a Sales Order for the item in question, let us say 5. The 5 units on order appear as Reserved Units while the other 14 appear as Available Units. See below.
Use the tracking functionality in the top right hand corner of item registry to see which sales orders the reserved units are tied to, or what invoices the item are linked to.
The Stock Warning field enables you to set a stock level at which a warning should be sent out. In the example above, I want to be warned that my stock is low when the stock level goes beneath 5 units. An exclamation mark appears at the end of the item list indicating that the stock balance is low for this item.
You can also select to only show Low Stock Balance by ticking that box. See below.
The last field relating to stock is the stock location for this specific item. Type the location of your stock and remember to Save.