Creating a Stock Item

If the stock wizard does not appear when you click the Add button, click HERE.
  1. The stock wizard can be accessed through several areas such as:
    • Click the Add button in the Stock Screen.
    • Click the Add button in the Find Stock Screen.
  2. In the Enter Barcode and PLU screen:
    • Scan or type in the product’s barcode. If the product doesn’t have a barcode, press [Alt]+[G] on your keyboard to have Retailer automatically generate one for you.
    • Enter a PLU or Price Lookup Unit, which is a short alphanumeric code for the item. This is mainly used to access items quickly or as a code for a magazine's parent item.
    • Click Next.
  3. In the field in the middle of the screen, type in a description for the stock item. Alternatively, you can use the following options at the top of the screen:
    • Find Similar Item - Allows you to select and pre-enter the details from another stock item.
      NOTE: This will copy settings from the existing item make sure you check all stock items settings.
    • Use Last Item Arrived - Pre-enters the details from the last stock item arrived.
      NOTE: This will copy settings from the existing item make sure you check all stock items settings.
    • Clear This Item's Details - Removes any details for the stock item except the barcode and PLU.
    • Link Stock - Allows you to link the new item to an existing item. Click HERE for more information on linked stock items.
    • Click Next.
  4. In the Enter Department and Category screen:
    • Select a department from the drop-down box. If the department does not exist, press [Insert] on your keyboard to add a new department.
    • Select a category from the drop-down box. If the category does not exist, press [Insert] on your keyboard to add a new category. This is optional but highly recommended.
    • Click Next.
  5. In the Enter Supplier Details screen:
    • Select the supplier from the drop-down box. If the supplier does not exist, press [Insert] on your keyboard to add a new supplier.
    • Type in the supplier's stock code for the item. (Optional)
    • In Freight Charge, enter the amount that is charged for freight. (Optional)
    • In What is the current QOH?, type in the item's current quantity in stock.
    • In What is the largest QOH to have in stock?, type in the maximum quantity of this stock item. This amount will be used as the Desired Amount for stock reordering.
    • In Reorder this item when it's QOH gets down to, set an amount that will enable Retailer to reorder that stock item.
    • In Show a warning in Point of Sale when the QOH is equal to, set the quantity that will trigger Retailer to display a warning in the POS screen.
    • In Reorder Method, select the reorder method from the drop-down box. Click HERE to learn more about stock reordering.
    • Click Next.
  6. In the Enter Cost and Sell Prices screen:
    • Select the tax group of the stock item from the drop-down box.
    • Enter the Cost Inc. GST price. The GST Credit amount is automatically calculated.
    • Enter the Sell Inc. GST price. The GST Payable amount is automatically calculated.
    • Enter the Trade Inc. GST price, if applicable.
    • Enter the RRP (Recommended Retail Price) of the item.
    • Click Next.
  7. In the Enter Discounting and Label Settings screen:
    • The Should this item be allowed to be discounted? tick-box enables/disables discounts to be applied on the item.
    • The Print a label for this item when it is arrived? tick-box enables/disables a label to be sent to the Barcode Manager when it is arrived.
    • In Label Style, select the default label style for the stock item.
    • The This item requires a Serial Number when sold tick-box enables/disables serial numbers for stock items sold.
    • In Each item may have a companion note, you can type a phrase that then appears in the POS screen when the item is sold.
    • Click Next.
  8. In the Enter Newsagent Specific Settings screen (These options are specific to newsagency items only such as newspapers and magazines):
    • In Each issue is identified by, select how issues are to be described. Generally, magazines should be set to Text and newspapers to Date.
    • In This item's frequency is, select the frequency of which the item arrives. Click HERE to learn more about stock frequencies.
    • In This item has a return type of, select how the supplier expects the item to be returned.
    • Tick This is returned weekly if the supplier has a weekly return cycle.
    • In labels are to be printed for this item, print these types of labels, select the labels that will print for customer orders.
    • In Label quantity to print per issue, enter the number of labels that will print per customer order.
    • In Delivery type, select the delivery type for subagents from the drop-down box.
    • In This item arrives on a, select the day that the item arrives. This is also the delivery day for customer orders.
    • In Subagents receive this item on a, select the day that subagents get this item delivered to them.
    • In Subagent Discount, enter the discount that subagents will get when using the Stock Discount in their standing order.
    • Click Next or Finish.
  9. In the Enter Image and Extended Description Details screen (This screen only appears if you have Extra Details enabled. Click HERE to learn more):
    • In Extended Description, type in additional information about the stock item.
    • Tick This item requires a valuation certificate when sold if you want to print valuations for the stock item when it is sold. This option is only visible if you have the Valuations module enabled.
    • Click Load Image to add an image to the stock item.
    • In the drop-down box on the bottom-right, you can set up the item's classifications. Click HERE to learn more about classifications.
    • Click Finish.
You can press [F2] on your keyboard to skip through the remaining pages of the stock wizard. This can be useful if you do not need to change any settings in the last few screens.