Linked stock items allows you to group stock items together into one stock item. This is used for items that change barcode regularly or for items you wish to reorder as one item. This will link the items together so they are considered one stock item when being reordered.

An example use-case scenario for linked stock items is being able to reorder a certain quantity of A4 exercise books regardless of brand or selling identical printer ink cartridges that have different barcodes at the same price.

Creating A Main Linked Item

  1. From the main screen of Retailer, click on Stock -> Stock Screen.
  2. Click on the magnifying glass icon and select the particular item from the Find Stock Screen.
    *If the item does not exist, it will need to be added first. Click HERE to learn more about adding a new stock item.
  3. In the Details section of the Stock Screen, click on the Link Stock button on the right.
  4. In the Linked Items section:
    • In the New Linked Item Barcode field, scan or enter in the barcode of the items that are to be linked to the main linked stock item.
    • Alternatively, press [Enter] to access the Find Stock Screen.
    • If the items does not exist, click Add to create a new stock item. This item will then be added to the list instantly.
    • Click Save.
  5. Back in the Details section of the Stock Screen:
    • The main linked stock item will display the words Main Linked Stock Item next to its description.
    • All other linked stock items will display the words Linked Stock Item next to its description.

Checking Linked Stock Items

You can view information about linked stock items through 2 main areas; the Stock Screen and the Stock Enquiry screen.

  • Stock Screen
    1. From the main screen of Retailer, click on Stock -> Stock Screen.
    2. Click on the magnifying glass icon and select the main linked stock item from the Find Stock Screen. This item will be highlighted in colour.
    3. Click on the Link Stock button on the right.
    4. The screen will display information about each linked stock item.
  • Stock Enquiry
    • The combined quantity on hand for all the linked items.
    • The combined quantity sold since the last End of Shift was done.
    1. From any screen in Retailer, press [Alt]+[T] on your keyboard.
    2. Scan or enter the barcode of any of the linked stock items. Alternatively, press [Enter] to access the Find Stock Screen.
    3. The Stock Enquiry screen shows the following information:
    4. Click on the Link Stock button to bring up the Linked Stock Items screen.

Editing Linked Stock Items

  1. From the main screen of Retailer, click on Stock -> Stock Screen.
  2. Click on the magnifying glass icon and select the main linked stock item from the Find Stock Screen. This item will be highlighted in a colour.
  3. Click on the Link Stock button on the right.
  4. To add addition stock items to the link:
    • In the New Linked Item Barcode field, scan or enter in the barcode of the items that are to be linked to the main linked stock item.
    • Alternatively, press [Enter] to access the Find Stock Screen.
    • If the items does not exist, click Add to create a new stock item. This item will then be added to the list instantly.
    • Click Save.
  5. To remove stock items from the link:
    • Select an item from the list of linked stock items.
    • Click Delete.
    • Click Yes to confirm the deletion.
    • Click Save.

Removing Entire Group of Linked Stock Items

  1. From the main screen of Retailer, click on Stock -> Stock Screen.
  2. Click on the magnifying glass icon and select the main linked stock item from the Find Stock Screen. This item will be highlighted in a green colour.
  3. Click on the Link Stock button on the right.
  4. Click on the Delete This Main Linked Item button.
  5. Click Yes to confirm the deletion.

Re-Ordering Linked Stock Items

When you are reordering a linked item, Retailer will only create orders based on the options configured for the Main Linked Item.

However, it will take into account the stock on hand figures of all other items that are linked to it to determine order quantities.

Click HERE for more information about stock re-ordering.

Arriving Orders for Linked Stock Items

When arriving on order with a Linked Item, the stock item in the grid may not be the stock item you are arriving.  If this is the case, follow the steps below:

  1. In the Orders Arrival screen, click on the linked stock item.
  2. Click on the Change Barcode button.
  3. In the Find Stock Screen:
    • Locate the actual stock item that you want to arrive.
    • Create a new stock item by clicking on Add.

Click HERE for more information about arriving orders.

Linked Stock Items on Reports

Reports will only display the main linked stock item and will display an icon with the letter L.

It combines all the sales figures of every linked item.