Purpose
This function is used to set the defaults to be used when creating ‘Non-Inventory Products’ on the fly via Sales Order Entry. The system-wide defaults can be defined by Product Group. Optionally they can be defined by Product Group and Stock Location for defaults specific to a given Branch.
When creating a ‘Non-Inventory’ item in Sales Order Entry, enter the Product Group of the Product being created and these default settings will be used accordingly. A new Product will be created using the defaults found for the entered Product Group/Stock Location or if no location specific defaults are found, just for that Product Group entered.
Data Input
Step 1 – Product Group Code
Product Group Code
Enter the Product Group to set defaults for. The Product Group must be previously established. When entering a ‘Non Inventory Product’ item in Sales Order Entry, the Product Group is used to identify the Product Group the ‘Non-Inventory Product‘ should be created as.
Location Code
This input is optional. If you have different requirements for ‘Non-Inventory Products‘ by Stock Location (for example a different prefix for the Product code) then enter a Location here. The Location must be previously established.
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Step 2 – Default Details
Product Prefix
This entry is optional. If you would like the Product code created to have a prefix to help identify it, then enter the prefix here.
Next Product Number
This entry is optional. It represents a sequential number used to create a unique product code for the ‘Non-Inventory’ Product. Leave blank for the system to start assigning numbers from zero, or set to start at whatever number you would like. For existing details, this would show the last number allocated.
This number is combined with the prefix to create a unique product code identifier in the Product Master.
Product Type Code
This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Type is defaulted from here.
Product Class Code
This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Class is defaulted from here.
Product Section Code
This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Section is defaulted from here.
Product Material Code
This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Material is defaulted from here.
Tax Code
This entry is mandatory. When a ‘Non-Inventory Product’ item is created, the product tax code is defaulted from here.
Product Index Code
This entry is optional. When a ‘Non-Inventory Product’ item is created, the product Index is defaulted from here.
Transfer To Product Code
This entry is mandatory. When a ‘Non-Inventory Product’ item is created, the items ‘Transfer To’ product setting is defaulted from here.
Non-inventory items are designed to be temporary, so are automatically updated with a ‘transfer to’ product code so they can be flushed from the system after use. ‘Non-Inventory Products’ are deleted from the system once transactions are completed.
Margin (%)
Enter the default margin percentage to be used. This margin is used to calculate the Sales Unit Price in Sales Order Entry based on the Cost per Unit of the item entered.
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Step 3 – Replenishment
Replenishment Method and Replenishment Location are defaulted based on the Stocking Method, Replenishment Method and Replenishment Mode settings as per this table.
| Default Replenishment Settings | Replenishment Method |
| Stock Method=Stocked Replenishment Method=Purchase Replenishment Mode=any |
Replenishment Method=Outside Supplier Replenishment Location=n/a |
| Stock Method=Stocked Replenishment Method=Work Order Replenishment Mode=Manual |
Replenishment Method=Manual Work Order Replenishment Location=Issue Locations replenishment location |
| Stock Method=Stocked Replenishment Method=Work Order Replenishment Mode=Automatic |
Replenishment Method=Automatic Work Order Replenishment Location=Issue Locations replenishment location |
| Stock Method=Kit Replenishment Method=Work Order Replenishment Mode=Automatic |
Replenishment Method=Kit Issues Replenishment Location=Issue Locations replenishment location |
| Stock Method=Stocked Replenishment Method=Transfer Order Replenishment Mode=Manual |
Replenishment Method=Manual Transfer Replenishment Location=Issue Locations replenishment location |
| Stock Method=Stocked Replenishment Method=Transfer Order Replenishment Mode=Automatic |
Replenishment Method=Automatic Transfer Replenishment Location=Issue Locations replenishment location |
| Stock Method=Non-Stocked Replenishment Method=Work Order Replenishment Mode=Automatic |
Replenishment Method=Non-stock Work Order Replenishment Location=Issue Locations replenishment location |
| Stock Method=Non-Stocked Replenishment Method=Purchase Order Replenishment Mode=Manual |
Replenishment Method=Non-stock Purchase Replenishment Location=n/a |
| Stock Method=No replenishment Replenishment Method=n/a Replenishment Mode=n/a |
Replenishment Method=No Replenishment Replenishment Location=n/a |
| All other | Replenishment Method=Non-stock Purchase |
Stocking Method
Select a stocking method for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the stocking method will default to ‘Indent’.
Replenishment Method
Select a replenishment method for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the replenishment method will default to ‘Purchase Order’.
Replenishment Mode
Select a replenishment mode for the ‘Non-Inventory Products’ created in this Product Group. If not selected here, the replenishment mode will default to ‘Automatic Orders’.
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Step 4 – User Permission
The existing users allowed to create ‘Non-Inventory Products’ for this Product Group are displayed in the form a list here. If no users are entered on the list, then all users will have access to create non-inventory items (via Sales Order Entry) for this Product Group i.e. there will be no user based restrictions.
To ‘Add’ a user to the list, input the user code and click Save.
Click the ‘Delete’ icon to remove a user from the list.
User
Enter the user code for users who are allowed to create ‘Non-Inventory Products’ for this Product Group.
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