How to add a stock item through Assemble Stock

You can enter a new stock item into Swim (without an invoice) by following the steps below:

Assemble an item from scratch

1. From the stock menu, select 'Assemble Stock'.
2. Select 'assemble new stock item'.
3. Select the supplier from the drop down list
   Select the form type from the list.
4. Enter the quantity to be entered into stock.
5. Enter the supplier code (or search for a supplier code by clicking on the magnifying glass next to the field).
6. Enter the quantity of this component/supply (this is the qty of the component not the qty of stock items being entered in the previous step).
7. Enter the cost price of item (excluding tax).
8. Select the department.
9. Select the category.
10. Enter the item description.
11. Update the sale price (optional).
12. Click 'More Details' if you wish to add further details or choose a store in multistore situation.
13. Click 'Assemble'.

Assemble an item by copying an existing item

You can add a new stock item into Swim by 'copying' an existing item. This saves you a lot of time when the items are the same or similar.

If you wish to assemble an item by coping from an existing item, on the  assemble stock page select 'copy existing item', then click 'select stock number' and search for and select the stock number you are wanting to copy. The details will then automatically be filled in. Update any of these details (cost, department, category, item description and price), and if you want to add or edit any further information tick 'more details'. Then click assemble.

Adding Components

When Assembling items you can add multiple components as costs of the item to 'build' the item. To add a component just follow the steps below:

1. Select 'assemble a new item' or 'copy existing item' as above.
2. If you selected 'assemble new' enter te main supplier and supplier code of the piece. This will act as the main reference for the item nd is usually the casting. If you are making the item in-house, your store can be the supplier, the supplier code can be your style or reference number and the cost can be zero.
3. Ensure you select 'more details' and then click 'assemble'.
4. Fill in the more details tab and then click on 'components' tab.
5. Select the supplier from the list.
6. Enter the supplier code (the suppliers model number or stock number).
7. Enter the quantity of the component/supply.
8. Select the Invoice Date from the calendar beside the 'Invoice Date' field (optional).
9. Enter the Invoice number (optional).
10. Enter the cost price.
11. Enter the Usual cost Price of the item Excluding tax (this may be the same as the cost price).
    
12. Click save
13. Repeat steps above for each component supply that goes to make up the item.
    Note: You can add labour and other stock items as components (* To add a stock item as a component, the supplier name must be selected as 'stock' and then the stock number of the item.) When finished, click the 'Details' tab and then click 'Save to Stock'.

To update or change details, click 'view by stock items' and click 'Edit' next to the stock item you wish to edit. To remove an item uust entered, click remove.