Assembling A New Stock Item (Without an Invoice)
You can enter a new stock item into Swim without an invoice by assembling the item manually. This can be done from scratch or by copying an existing item.
Assemble an Item from Scratch
To assemble a new stock item manually:
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From the Stock menu, select Assemble Stock.
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Click Assemble New Stock Item.
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Select the Supplier from the dropdown list.
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Choose the Form Type from the list.
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Enter the Quantity of the item being entered into stock.
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Enter the Supplier Code, or search using the magnifying glass icon.
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Enter the Quantity of the component or supply being used (this refers to the component quantity, not the final stock quantity).
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Enter the Cost Price (excluding tax).
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Select the relevant Department.
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Select the Category.
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Enter the Item Description.
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Update the Sale Price (optional).
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Click More Details to add further information or to specify a store (in multistore environments).
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Click Assemble.
Assemble an Item by Copying an Existing Item
To save time, especially when items are similar:
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On the Assemble Stock page, select Copy Existing Item.
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Click Select Stock Number, then search for and select the stock item to copy.
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Update any relevant fields: cost, department, category, item description, and price.
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Tick More Details to add or edit additional information if required.
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Click Assemble.
Adding Components to Assembled Items
Components such as other stock items, materials, or labour can be added as part of the item's build cost.
To add components:
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Select Assemble a New Item or Copy Existing Item, as described above.
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If assembling a new item:
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Enter the Main Supplier and Supplier Code for the piece (usually the casting).
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If you're producing in-house, your store can be listed as the supplier, with a style or reference number as the supplier code and a cost of $0 if applicable.
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Ensure More Details is ticked, then click Assemble.
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In the More Details tab, click the Components tab.
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For each component:
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Repeat the above steps for each component.
Note: You can include labour and other stock items as components. To add a stock item as a component, select Stock as the supplier name and enter the stock number of the item.
Once finished, click the Details tab and then click Save to Stock.
Editing or Removing an Item
To update or remove a stock item after creation:
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Navigate to View by Stock Items
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Click Edit next to the item to make changes
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Click Remove to delete an item just entered
