How To: Add & Edit Stock Points in the Stock Point Master

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

1. 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). 
   
   
2. The Stock Point Group must exist.
   
   
3. 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:

1. Go to Ginesys Web - Inventory - Product - Stock Points - Stock Point. The Stock Point master opens.
   
   
2. Click on the Add button. The Add Stock Point window opens.
   
   
   
3. Fill in the details in the Stock Point Details section:
   

   1. Name (This is a mandatory field.)

   2. Abbreviation (optional)

   3. 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.
      

   4. 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.

      
      

4. Fill in the details in the Stock Point section:
   

   1. Group  (This is a mandatory field.)

   2. Site Name  (This is a mandatory field.)

   3. OU Name
      

      OU Name will be auto-populated based on the selection of the Site Name.

   4. VAT

      Only applicable on Non - GST items

   5. CST

      Only applicable on items during inter-state transfers.

   6. 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.

   7. 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.

      
      

5. Fill in the details in the Communication section:
   
   1. Address
   2. Phone Number
   3. Fax Number
      
      
6. Fill in the details in the Specify Source of Replenishment section:
   

   1. 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.

   2. 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.
      
      

7. 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.
8. Once done, click on the Save button.
   
   
9. Click on Close button.

To go back to the main page click on Managing Stock Points

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