Stock Control helps manage the inventory you’re carrying, have ordered, are issuing to customers or are consigning or transferring. Produce reorder reports, over-stock reports, slow moving stock reports, dead-stock reports, as well as list top selling or poor selling stock based on sales, units moved, profit margins or mark-ups & other criteria. Click to show pending purchase orders, customer sales or back orders for each product. Easily refer your customer to a reseller who is holding stock or estimate the arrival of your next delivery with a few clicks of your mouse.Stock items may have up to 25 standard price assignments, in addition to unlimited discounts & special price rules. Last cost, average cost, foreign currency buy or sell, tax, retail, wholesale, trade or whatever is required, can be added. With security on, user-specified prices can also be ‘hidden’ by user access level.
Products & Parts
Stock items can be held and transferred between an unlimited number of locations. Search by product code, description, supplier group, stock group, stock ID, or alternate product codes (such as the supplier part number or bar codes), serial number, batch number or even add your own user-defined fields. Multiple searches can be performed simultaneously. Being able to find the product you want quickly, whether you are dealing with a bar coded stock label, supplier invoice or customer receipt (which often use different codes to identify the same goods), can save an enormous amount of time.
Long Product Codes
From 10-25 character stock codes or create your own stock searchable fields for even longer codes.
10 Million Limit
Up to 10,000,000 stock records per company.
Up to 40 character descriptions per line with no practical limit to the number of lines.
User Defined Screen
Re-arrange the ordering of existing fields, remove unwanted fields and add user defined fields to the system. Up to 6 pages of stock related information may be retained per record. Formulas and scripts can be placed ‘behind’ fields to permit special calculations to be performed.Rename FieldsAll field names may be renamed. For example, ‘Product code’ can become "Part Number", etc.
Copy details of an existing record into a new record during stock entry by pressing Shift and Add.Nominate which fields to copy and which to re-type.
Track Stock Quantities
Maintains stock on hand, stock on order, stock carried but allocated or reserved, stock consigned, stock on back order, stock on back order but held at customer request, maximum and minimum recommended quantity levels and floor stock level.
Stock items may have note/product information with no practical size limit.
Stock archives can be used track pricing for more than one supplier. List of matching entries from multiple archive/price list files automatically presented.
The stock control screen is user configurable so extra information can be added or non-applicable information removed. Up to six screens of stock information can be added and searched on.
Unique Tracing & Tracking
Stock control also supports Unique Stock Tracing, the ability to maintain serial/batch numbers, sizes, colours, styles, and up to 250 user definable ‘extended’ properties. Unique Stock Tracking allows CAPITAL to handle tracking problems such as stock consigned from suppliers, product versions/revisions, multiple bin locations, variations in purchase prices from suppliers and many other applications.CAPITAL can automatically create purchase orders based on low stock levels, customer orders, sales history (performance) and back orders. Lead times and supplier minimum order quantities are also considered. In organizations where ordering is a major task, up to 90 per cent of the manual work can be eliminated.
Stock kits allow you to assemble an unlimited number of components that can be combined in a single stock item, then sold or ordered as required. To use an example, a company distributing chemicals might purchase in thousands of litres, then re-package and sell in 50 litre, 5 litre and 1 litre containers. Stock levels can be managed effortlessly both for the original quantity of chemical and the supplies of containers.Kits can also be ‘exploded’ directly onto transactions, providing an instant way to input a set of product codes. They can also be used to create an unlimited number of short-cut codes and cross-references to other products. For example, a 20 character part number could be given a two or three digit short reference. When the short reference is entered, the full product code and its details appear.Kits may also be embedded within other kits and there is no limit to the number of levels of embedding you can create.
Many firms involved in manufacturing, engineering and repair, often need to modify or add value to stock they already own, or perhaps assemble components into a new product, or strip or disassemble a product into its component parts. When serial, batch or engine numbers are involved, the task can be even more complex to manage. The Assembler is designed to take the hard work out of these processes. Assembly tasks can also be customer order driven.
If your organisation deals with large price lists, spare parts catalogues or handles essentially the same product under different part codes, then CAPITAL's cross-referencing and computerised ‘microfiche’ features will prove essential. If your supplier has a price list data file, CAPITAL can either merge it into your existing inventory, or keep it separate from your stock file but have it readily available for searching from within stock control.Import price lists in a variety of formats (ASCII, CSV, Excel, dBASE, etc.) You can also place old or rarely needed stock in archives. Performance is not affected when printing reports or automatically generating purchase orders, etc., as huge data files are managed separately.
Inventory requirements forecasting based on sales history (average turn-over), current stock levels, back orders, deliveries pending, lead time and minimum supplier order units. Let the system calculate your reorder levels for you.
Fully integrated with CAPITAL's Warehouse Management System.
Included support for major bar code formats with more support for bar codes than any other accounting system. Automatically matches the product code or bar code. Portable bar code readers can scan bar codes and serial numbers simultaneously. Multiple bar codes per product.
Find stock by product code, description, partial match of either, cross-reference to similar items, supplier, group, stock ID (computer generated number), alternate product codes (such as supplier product codes or bar codes), with ability to do extended partial matching or imbedded ‘keyword’ search on any other field. Add additional fields for searching & multiple fields can be searched at once.
Compound Keyword Matching
Compound key word matching lets operators locate products based on any combination of key words found in the product description. Enter ‘fork’, ‘20’ and ‘metre’ and CAPITAL will instantly locate all stock items with these entries in the opening description line, regardless of stock file size.
Manage stock in an unlimited number of warehouses/locations and search using all of the above options. Full support for stock transfers with in-transit tracking.
List stock items by whatever arrangement you prefer; product code, description, supplier, stock group, etc. Extensive range of view options included. An unlimited number of independent on-screen lists may be constructed by individual user, i.e., product code, weight and 3 inventory prices, etc. Then switch between them in seconds.
Assign taxes according to stock group or individual items. Items can be set as always taxed even if the account is tax free.
Import data from spreadsheets or portable bar code readers. Manage multiple stocktakes simultaneously. Snapshot management allows users to begin invoicing and receiving goods as soon as the physical count is complete. Cycle count features available in Corporate Edition.
Global Price Update
Change pricing by supplier code, stock group, ‘slow moving’ items and other criteria. Pricing adjustment is formula based, i.e., cost plus 5%, current list less 10%, etc. Update rules can also be programmed using CAPITAL Business Script.
Unlimited Unit Measures
Cost and price in different dimension units. E.g., enter cost or sell price by square metre, cubic metre, etc., yet hold in inventory by piece. An unlimited number of purchase and sell units of measure can be created, all with different price calculation arrangements.
Non Diminishing Stock
May also enter labour, service fees, etc.
Price calculations may be specified by stock group for mark-ups, margins and other special pricing calculations.
Manage cost and sell prices in foreign currencies and AUS dollars.
Specify product warranty periods from date of sale.
Specify 0-4 decimal places for cost/sell price maintenance.
Record weight and/or volume and cost goods based on these values.
Bin & Location
Each record may have a bin and/or location. Stoock Tracing system can be used to manage unlimited bins per product code or use Warehouse Manager.
Supplier Order Unit
Records minimum number of order units when purchasing from supplier.
Shows next expected shipment date, last sale, first sale, product creation date, last order, first order and last stock transfer.
Purchase Price History
Complete history by individual product maintained.
ReportingPrice ListsStock Take SheetsSales Analysis ReportsReorder ReportOver Stocked ItemsDead/Discontinued StockOld Stock (sales prior to specified date)Negative StockNon-Diminishing StockFloor StockStock Quantities By Product/GroupStock Quantities By LocationStock Quantities - Consigned To Other LocationsStock Quantities - Consigned From SuppliersStock Quantities Versus PerformanceStock Quantities - OverviewStock Quantities - Quick Custom Report FacilityStock Kit & Assembly ReportsStock Sales By Group SummaryStock Sales By Group - DetailedStock MovementsDetailed ListingsWarranty/Service DatesSingle or Multi-column labelsBar Coded Stock Label
Each stock item can be associated with multiple graphical image files. E.g., front and side view of product.
Hide or prevent editing of any stock field subject to the user's security level.ABC Stock AnalysisRank inventory based on user definable criteria (cost, sale performance, profitability, unit turn-over) against a customisable classification system.
Customer Special Pricing
Link products to special pricing system for unlimited discount permutations.
Individual lead times for reorder can be specified individually.
Unit Of Measure
Record unit of sale, dozen, pack, each, etc.
Record carton (supplier purchase unit) and carton pricing.
Label Per Item
Specify number of stock labels to print for each item, i.e., 1 per unit, 1 per 5 units, 1 for all units, none, etc.
Specify special instructions for handling of each product, promotional information, etc., for pop-up during billing.
Associate product codes with other products to find alternatives. Nominate the cross-reference type. E.g., consumables, spart part, alternate/equivalent, accessory, superceded by and so on. You may also create your own categories and add comments to each relationship.
Delete stock items based on age, supplier, product group and other criteria. Check each item before delete with transfer to card file archive option.