Entering Stock Details

Account > Stock > [Search] > {double click on a Stock item}

The main details – input and display – are set on the Details 1 and Details 2 tabs in the Stock Item Details window. This allows the Stock Lookup to maintain a small floating window and not obscure other relevant information that you are entering. Together, the two tabs allow you to store reference information such as the stock code with its description, stock locations, codes, stock quantities and the various selling prices.

The note after this procedure provides more information on these features.

To enter stock details:

Click the Details 1 tab in the Stock Item Details window. This is the default tab that displays when you double click a stock item from the Stock Item Details (search) screen.
Complete the fields on this tab:

Field	Description
Stock Code	The code you use to retrieve a stock item, up to 15 characters.
Description	The name or description of the stock item as it displays on invoices or reports. The description can contain up to 40 characters which you can change on the Invoice Entry, Sales Orders and Purchase Orders screens.
Groups - The group options are all selected from predefined dropdown menus.
Stock Group (Fine)	This is a stock group under Business Admin > Stock Groups.
Stock Group (Course)	This is a stock group under Business Admin > Stock Groups.
Classification	Select from the list of stock classifications. You can use this for selective reporting in Clarity.
Price group	The name of the price group.
Cost Prices - these are detailed in Setting Cost Methods and Sell Prices
Supplier Cost (NZD)	The default supplier published cost price used for purchase orders. This price displays in the main supplier’s currency.
Last	The current cost price for the stock item inclusive of landing charges.
Average	The weighted average cost. The cost includes or excludes GST based on your creditor account setup. Including GST is not recommended. Note: You can adjust the average cost manually by selecting Change Average Cost from the Utilities menu on the Stock Item Details window.
Standard	The standard cost of this stock item.
Sell Prices
Internet Retail Trade	The Price Names that you set up in Exo Business Configurator under Admin > Stock > Price Names. Note: MYOB Exo Business supports a maximum of 100 sell prices.
Pack Of	The stock code the Pack of field on the Details 2 tab.
Other
Main Supplier	The name of the main supplier defined in the Creditors Account.
Unit / Pack	Select the unit of sale for pricing — for example, Per Pack, Per Box, or Per Dozen. Unit options are set up in Exo Business Configurator under Admin > Stock Stock Unit Definitions.
Link stockcode	If this stock item is linked to another — for example, if this item represents a pack of other items — the linked item's stock code displays here. This field is read-only. Its value is set using the Link stockcode field on the Details 2 tab.
Serial no. tracked	Select Yes to track serial numbers for this stock item. This option is enabled if you selected Track Serial Numbers in Exo Business Configurator under Profiles. Note: If selected, you are prompted to enter the serial number for each unit of this item before you process a transaction such as Sales Order, Invoice, or Purchase Order.
Flags
Active	Select this option to see the stock item in the main search screen. This option is selected by default.
Lookup	Select this option for a non-stock item (such as labour charges) or a physical stock item that does not require tracking of the in-stock quantities. Note: This option is disabled and you cannot change it after transactions have been recorded against the stock item.
Recoverable	This option is only available if Exo Job Costing is installed, and is disabled unless the item is a lookup item. If selected, it designates the stock item as a recoverable expense for Exo Job Costing.
Discountable	You can deselect this option to exclude stock item from discounting price rules even though the rule encompasses the product group or price group that the stock item is in. This only applies on price rules with discounts and not on substitute price.
Restricted Goods	Use the restricted stock feature to prevent customers from buying restricted stock. You can also change the caption for restricted item using the Display Name. Note: You can enable the Use customised customer stock restrictions logic Company-level profile setting to customise and extend the Restricted Goods function. When this setting is enabled, Exo Business uses the FN_RESTRICTED_ITEM function to determine if a Stock item can be sold to a Debtor.
Batch Tracked	To batch-track a stock item, you need to set the item to batch tracked in the Stock Item Details window. The Enable stock batch codes profile setting must be enabled for this flag to be available.
Item Expires	This option is only available if the Use expiry dates for batched and serialised items profile setting is enabled. It adds support for expiry dates on batch or serial number records. An Expiry Days field displays on the Details 2 tab of the Stock Item Details window. Enter the number of days before expiry of the stock item here.