training:bulk_good_sales_doc
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+ | ====== Handling Bulk Materials in System Five ====== | ||
+ | |||
+ | ===== In this training guide you will learn how to ===== | ||
+ | |||
+ | * Create a list of products that will be purchased in bulk, and sold in portions of that bulk qty. | ||
+ | * Create an inventory item for each of the Bulk Products, that will be for Receiving and Stock Control only | ||
+ | * Create the Selling Items for the bulk product that will be sold in fractional amounts | ||
+ | * Edit the Selling Items and Create the Kits and Enter the Percentages of the Bulk Items. | ||
+ | * Check the List Pricing of the Selling Items | ||
+ | * Sell the items | ||
+ | |||
+ | Create an inventory item for the Bulk Product, this will be for Receiving and Stock Control only Note the Important Numbers | ||
+ | |||
+ | * The Item or Part Number is noted as BULK for clarity | ||
+ | * The Cost is Per Base Unit of Measure in this case Cubic Meters | ||
+ | * The List or RRP is for ONE cubic meter | ||
+ | * The Units show the Unit of Measure and will optionally print on invoices and orders | ||
+ | * The High and Low is the Max to Order and Min Stock to Trigger Reorder | ||
+ | |||
+ | This item now created will be used for Purchase Ordering and Stocking of Bulk White Sand, and is | ||
+ | the main focus for stock control as it will have the purchase history, and sales history both. | ||
+ | While it would be possible to Sell this Bulk product in 1, 1.5, .25, or any partial quantity, this would only work | ||
+ | if both the cost and the pricing percentage remained constant for both the Cost and for the List. For | ||
+ | example, if selling .5 or ½ of the item costing $50 per unit of measure, with a list of $100, makes the Cost | ||
+ | and List at ½ equal $25 and $50 | ||
+ | |||
+ | To better handle the selling of bulk stock, and allow higher percentage markups for smaller quantities, we | ||
+ | recommend the following method, using the Kits feature of System Five | ||
+ | |||
+ | Create the Selling Items for this product, see the examples below. | ||
+ | |||
+ | To handle sales of a bulk product, we can sell a specific qty of the bulk product by attaching that | ||
+ | quantity to another item as a kit. The first item, WWS.25 which will sell .25 or ¼ of a cubic meter of | ||
+ | the Bulk sand part, BWWSAD-BULK. | ||
+ | |||
+ | Use the Add New Part to create the Selling item. The only information at this point is the Item | ||
+ | Number and Description. | ||
+ | |||
+ | Now click on the Kits tab and click on Change Kit Type icon to see the following | ||
+ | setup dialog. | ||
+ | |||
+ | * Select Dynamic | ||
+ | * Select Type 2 Non-Exploding | ||
+ | * Select OK to Exit | ||
+ | |||
+ | Now on the Kit Setup screen click on the Add New Item icon, and enter the Part to Attach, in this case the BWWSAD-BULK part. | ||
+ | After using the Partfind selection window, and selecting the part, you will return to this screen. | ||
+ | |||
+ | * Enter in the Quantity of the Bulk Stock for this part, in this example 0.25 | ||
+ | * Note the Cost of the whole unit and the price | ||
+ | * The Qty and the Part Number shows in the kit | ||
+ | |||
+ | Click back on the Inventory tab, the Cost for ¼ or .25 of one cubic meter of BWWSAD-BULK will now | ||
+ | show as $5.75 in the Cost field, this is a calculated value based on the kit settings. | ||
+ | You can now set the List or RRP to be what you want to charge for ¼ of a Cubic Meter of BWWSBULK. | ||
+ | As and example this item is set to $14. | ||
+ | |||
+ | Repeat this process for other items such as .5 or ½, 1.0 or 2.0 items, remembering to create the kits | ||
+ | and the amount of bulk product for each, and the selling price. | ||
+ | |||
+ | Now if we sell White Washed Sand by typing in WWS on the invoice, the selection will appear. | ||
+ | |||
+ | Note that there is a little group of boxes symbol in the Multi Select column, this means a kit, the | ||
+ | Quantity column has a ? and a numeric Qty, this numeric value shows how many of | ||
+ | each kit are available to sell based on the number of cubic meters of bulk product in | ||
+ | stock at the time of selection. | ||
+ | |||
+ | Selection one on the invoice will prompt for how many to sell, usually for kits like these the default qty | ||
+ | of 1 is correct unless you are prepackaging them into bags to sell, the it makes sense to sell 4 x .25 | ||
+ | cubic meter bags. | ||
+ | |||
+ | Each time one of these items is sold, it will take the Qty Set in the kit out of stock, just as if you sold | ||
+ | .25 of a Cubic Meter of the BWWS-BULK item , and the cost is ¼ of the cost of the Cubic Meter. |
training/bulk_good_sales_doc.txt · Last modified: 2012/01/30 09:55 (12 years ago) by tanya