Adding a Non Stock (NS) Line

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Line type

Fields on the form display according to the Line type selected. For Non Stock the line type is ‘NS’.

Non Stock Items represent administrative/logistic type tasks which incur a cost such as postage or freight.

Sales code

F9 or selecting from Code displays a droplist showing Non Stock Code and Description.

Enter the NS code for the line.

If the field is left blank, or an exact match is not found, on [ENTER] Enterprise Search is activated. The search is performed over NS Description

Each option is highlighted as you scroll through the list.

Quantity

The number of items required.

Defaults to 1.

Must be greater than zero.

Unit price

Defaults to the Selling Price entered against the item in System > Accounts Receivable > Non-Stock Code Maintenance. The price can be manually entered/changed.

If Tax is showing as:

• Inclusive - Price includes tax.
• Exclusive - Price excludes tax.

Discount

Because discount is not mandatory, [TAB] or [ENTER] off this field does not activate the drop list.

To enter a discount:

• F9 or select to display the composite discount field
• enter either a discount % or amount.
• [TAB] or [ENTER] off the field to update the value and move to the next field.

Where a discount% is entered, this updates the discount amount and vice versa.

To update the discount rate on all lines:

• Right click on the Discount column header
• select Update all discounts
• enter a discount percentage
• select Apply.

The discount percentage for each line is updated to the new discount percent and totals recalculated.

Tax

F9 or select to change a tax code selection.

Partially entering the tax code will filter the list to show items matching the string using the full path from left to right.

On [ENTER] the selected tax code is updated, and the focus will move to the Tax Type field.

Each option is highlighted as you scroll through the list.

After the selections have been made, the tax code, tax type, amount and percentage will display in the field.

Amount

Calculated as (Quantity x Price) - Discount, for the currently selected Item.

If Tax Type is:

• Inclusive – Amount includes tax.
• Exclusive – Amount excludes tax.

Cost

Defaults based on the Cost of Sale percentage entered against the item in System > Accounts Receivable > Non-Stock Code Maintenance.

The cost price can be manually entered/changed.

Margin

Margin and Margin% are read-only fields updated when the Unit price / cost is maintained. These are calculated as follows:

• Margin = Retail - Cost
• Margin % = Margin $ / Retail $ * 100.

The option to Show Margin or Show Markup is set in CRM Module Control / Sales / Quotes.

Narration

General text applicable to the specific line item.

Supplier

Where applicable, the supplier associated with the item can be assigned at line entry.

F9 or selecting displays a droplist showing the supplier Code, Name, Address and Phone.

To search:

• enter the supplier Code or partial supplier Name, Address or Phone number
• Enterprise search will automatically activate
• [TAB] or [ENTER] off the search result to select.

Lead time

The expected time for delivery of the item from the supplier.

Supplier Part

The supplier part number for the item.

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