Stock Control General Settings

Overview

Surf Accounts has introduced stock control functionality to maintain the stock level of each item. You can maintain the actual level of stock and it will keep a track of the amount of the stock on order and also the amount of stock ordered in (Purchased Stock). Depending on the business the stock level may be reduced at the time of invoicing however some of them may not reduce the stock level until and unless a dispatch note (outgoing stock out) is issued. On the other hand the incoming stock (purchased stock) for some business will not update the stock level until and unless a delivery docket (incoming stock) is issued. Overall Surf Accounts will now provide a structured report for inventory and accounts for business. 

Access Rights for Stock Control

To access the “Stock Control” feature within Surf Accounts select the “Settings” Tab and then select Business Settings» User Access, the following screen will appear. From the Permission pop up select the checked boxes under “Stock Control”. Select the Add new orders In, edit existing Orders in, Print Order In, Add new orders out, edit existing orders out, print orders out, add new Stock Adjustment, edit existing stock adjustment, print stock adjustment. The stock control feature of Surf Accounts will dictate the inventory and accounts of a business

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Stock Control Settings

While setting up the business into Surf Accounts define the stock control settings from the Settings tab. This will dictate the stock update method. Stock can be update either by delivery basis or by invoice basis. To setup the stock control settings into Surf Accounts select Settings» Business Settings» Stock Control Settings the following screen will appear.

Adjust the Stock Control settings to values which are appropriate to your business processes.  If you have existing transactions in your business, you should choose to maintain stock levels from today.

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Goods In Number

Select the check box for order in numbers. The number entered in the ‘Next’ column will be the first order in number.

Goods Out Number

Select the check box for order out number. The number entered in the ‘Next’ column will be the first order out number.

Stock adjustment number

Select the check box for stock adjustment number. The number entered in the ‘Next’ column will be the first stock adjustment number.

Update incoming stock level based on

Select the type of incoming stock update from the drop down. It can be either on delivery basis or by invoice basis. This method will dictate the incoming stock level.

Update outgoing stock level based on

Select the type of outgoing stock level basis from the drop down. It can be either on delivery basis or by invoice basis. This method will dictate the outgoing stock level.

Update Orders- in level based on

Select the type of orders in update basis from the drop down. It can be either on order basis or by invoice basis.

Update Orders- out level based on

Select the type of the orders out update basis from the drop down. It can be either on order basis or by invoice basis.

Maintain stock levels from

Select the date by using the calendar to maintain the stock level. For e.g. if the date is selected as 1st of January 2014, the stock level will be maintained from that day.

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