The non stock item drop down list on the sales page helps save time when entering common non stock items during a sale.
To add non stock items to your system, go to Utilities > Lists > Non Stock Templates.
From this screen, you can create new templates, edit existing ones, or print tags. To begin, click + New Template in the top right corner.
Creating a New Non Stock Template
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Click + New Template (top right corner)
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Enter a Code
This can include letters and numbers, up to 10 characters long and must be unique. -
Enter a Description
This appears in the sales screen drop down list and prints on the customer receipt. -
Choose a Department
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Choose a Category
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Choose a Metal Type
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Choose a Workorder Type
Used to group and identify the type of job. -
Enter a Job Description (optional)
Use this to describe the default work performed or to prompt specific questions for the job. -
Fill in the Location (optional)
This indicates where the job starts. Common options include "Not Started" or "Job Packet". -
Enter the Estimated Time Required (optional)
This is used for booking and reporting purposes. -
Enter the Supplier and Supplier Code
This refers to the person, company, or area responsible for completing the job or providing the item. The supplier code can match the non stock item code. -
Enter the Cost and Sell Price
These values act as defaults and can be updated at the time of sale. You may also leave them as zero. -
Fill in Tag Details (if you intend to print a tag)
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Click Create Template to save
Adding Tasks to a Template
After creating a template, you can optionally add tasks that make up the job. Templates can include no tasks, one task, or multiple tasks.
To add tasks:
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Select the task name
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Enter the estimated time required
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Enter the hourly rate as a cost
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Click Add Task
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Repeat the process to add additional tasks
Once added, these tasks will appear in the workorder popup on the sales screen.
For more details, refer to the knowledgebase article:
How to add tasks, assign tasks and book in the calendar
