A Stock Point is a commercial area used to store finished or unfinished goods. This article describes how to add stock points in the Stock Point Master.
How To: Add Stock Points in the Stock Point Master
Pre-requisites
- The users' role must have access to the Stock Point feature by enabling Add app operation for the feature (Inventory - Product Definition - Stock Points) in Ginesys Web - Admin - Security - Role - Available Menu (tab).
- The Stock Point Group must exist.
- Name, Stock Point Type, Jobber's Name (only when chosen Stock Point Type is Manufacturing Unit), Group Name, Site Name and Replenish from options are mandatory fields.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web - Inventory - Product - Stock Points - Stock Point. The Stock Point master opens.
- Click on the Add button. The Add Stock Point window opens.
- Fill in the details in the Stock Point Details section:
Name (This is a mandatory field.)
- Abbreviation (optional)
Stock Point Type (This is a mandatory field.)
If in case, there are other stock points present in your system, then those will be displayed in a read-only format.
There are two types of stock point present. They are - Warehouse and Manufacturing Unit.
Jobber Name (This is a mandatory field.)
This feature gets enabled only when Warehouse is selected from the Stock Point Type drop-down. Otherwise, it remains disabled.
- Fill in the details in the Stock Point section:
Group (This is a mandatory field.)
Site Name (This is a mandatory field.)
OU Name
OU Name will be auto-populated based on the selection of the Site Name.
VAT
Only applicable on Non - GST items
CST
Only applicable on items during inter-state transfers.
Transfer Rate
By default, it’s value is set as None. But can be changed as required to one of the following - MRP, RSP, WSP and Std. Rate.
Price Factor(%)
This field gets enabled when anything other that ‘None’ is selected in Transfer Rate. It is a percentage factor levied on the transfer rate for interstate stock movement.
- Fill in the details in the Communication section:
- Address
- Phone Number
- Fax Number
- Fill in the details in the Specify Source of Replenishment section:
Replenish (This is a mandatory field.)
This drop-down allows the user to select how he would replenish his stock, from the Vendor or the Stockpoint.
- Stock Point Name - Name of the Vendor or Stockpoint from which the created stockpoint would be replenished. Once the Replenish from selection is made, this drop-down shows the values based on the selection in the previous field.
Fill in the Logistics Applicable field in the Goods Outward section:
This is a checkbox. This feature is required if the stock has to be transfered from one state to another. On selecting this checkbox, another checkbox appears - Permit Applicable. If you want to enable the permit, then click on the checkbox beside it.- Once done, click on the Save button.
- Click on Close button.
How To: Edit Stock Points in the Stock Point Master
Pre-requisites
- The users' role must have access to the Stock Point feature by enabling Modify app operation for the feature (Inventory - Product Definition - Stock Points) in Ginesys Web - Admin - Security - Role - Available Menu (tab).
- The stock points must be created beforehand.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web - Inventory - Product - Stock Points - Stock Point. The Stock Point master opens.
- Select a stock point and click on the Edit option (from the Actions menu) or double click on the record. The Edit Stock Point window opens.
- Almost all fields are editable, while a few are not. To edit them, follow the steps above.
The non - editable fields are:- Stock Point Type
- Jobber Name
- Once done, click on the Save button.
- Record saved successfully. - message will be displayed.
To go back to the main page click on How To: Manage Stock Points
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