Contents
- Getting Started
- Quick Start Guide
- Video Tutorials
- Operating Procedure Templates
- Sales
- Operations
- Sales Plans
- Requirements
- Job Cards
- Complete Works Order
- Pick Sales Orders
- Dispatch and Invoice
- Customer Receipts
- Send Purchase Orders
- Create Purchase Orders
- Receive Goods and Create GRN
- Process a Stock Invoice
- Process a Supplier Invoice
- Supplier Payments
- Create a Supplier Account
- Create a Stock and Order Item
- Manufactured Items
- Suppliers Tab
- Ad-hoc Purchases
- Expenses and Cash Purchases
- Payroll
- Frequently Asked Questions
- What should I do with my bank statements?
- How do I account for factoring?
- What should I do with supplier statements?
- How do I claim Expenses?
- When should I use Expense Claims rather than payments from a Director’s Loan account?
- How do I reclaim the cost of using my car on company business?
- Do I always have to create an Employee account?
- Which PAYE Tax Code should I be using for my employee payroll?
- Which National Insurance Category should I be using for my employee payroll?
- What is RTI?
- How do I check my VAT Return?
- When do I use Cash Sales rather than a normal invoice?
- How do I delete a sales order that is part complete?
- Do I credit or refund?
- How do I transact a VAT only purchase invoice or credit?
- Which Bank Account do I use?
- When do I use Asset Items?
- Which Customer VAT Type and Stock Item VAT Rate should I use?
- Implementation Support and Training
- Business Planning & Cashflow
- Part 1 Basic Principles
- Starting Up
- Starting Up – continued
- Starting Up – continued (2)
- Key Points
- The Matching Principle
- The Matching Principle continued
- The Prudence Concept
- Cash vs Profit
- Cash vs Profit continued
- Cash vs Profit continued (2)
- Cash vs Profit continued (3)
- Cash vs Profit continued (4)
- Cash vs Profit continued (5)
- Part 2 Pricing, Variable & Fixed Costs, and Simple Breakeven
- Part 3 Working Capital
- Part 4 Investment Appraisal and Simple Payback
- Part 1 Basic Principles
- Guide to ERP Software
If the ‘Manufactured’ box has not been ticked on the Stock and Order Item General Details click on the Suppliers tab
and complete the following for up to three suppliers:
Supplier – search and select the supplier name
Reference – the supplier part number, stock code, or other reference for this item
Lead Time – the supplier lead time, in days, for supplying this item
Unit price – the supplier price per pack size/ unit of measure for this item
Pack Size – the supplier pack size/ unit of measure for supplies of this item
Conversion Rate – the factor for converting supplier quantity to stock quantity so that the correct quantity is added to stock on receipt e.g. if supplier pack size is ’100 metre roll’, and the item is held in stock as ‘metres’, then this value needs to be 100 so that as 1 supplier pack size is received, 100 items are added to stock
Costs – you can enter a cost at which this item will be valued in stock, or else tick the box to use the preferred supplier price (note that this cost will also be used to cost manufactured items where this item is a component)
A more comprehensive guide can be found in the Video Tutorials section.
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