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Maintaining items

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  • Created by Former user, last modified by Former user on Jan 16, 2017
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Use the Item Maintenance function in Synergetic to view and maintain all the information about items that your organisation stocks and sells.
Some items are not stocked. For example, service items that you supply.
Stocked items at your organisation comprise:

  • An item record that you maintain key information about, including units of measure.
  • A stock record that is used by one or more of your business units to manage and sell stock items. See Entering sales (on page ) and Managing stock (on page ).

Business units
Business units are set up at your organisation to manage and sell stock items. For example, a bookshop and a uniform shop can operate independently.
Smaller organisations can choose to set up one business unit only.
Also, see Synergetic Financial Configuration - Business Units tab in the System maintenance manual.

How to:

  • Search for an item on the system. See Searching for items (on page ).
  • Create a new item. See Creating new items (on page ).
  • Create a stock item record for a new business unit, if it already exists for another business unit. See Creating stock items for business units (on page ).

What you can do:

What you can do…

See…

Maintain:

  • key item details
  • unit of measure settings.

Item Maintenance - Item tab (on page )

Maintain details about an item's suppliers.

Item Maintenance - Suppliers tab (on page )

You can:

  • maintain stock detail for business units that stock and sell items
  • receive stock purchased from a supplier or acquired as consignment stock
  • add or delete a stock record at a business unit
  • mark a stock as active or inactive at a business unit
  • manually adjust average costs.

Item Maintenance - Stock tab (on page )

You can:

  • view summary information about stock receipts
  • receive stock either:
  • purchased from a supplier
  • acquired as consignment stock.
  • maintain stock receipts
  • view stocktake adjustments.

Item Maintenance - Receipts tab (on page )

Summarise stock held at your organisation for the selected item, by business unit.

Item Maintenance - Stock at Business Units tab (on page )

View details of consignment stock payments.

Item Maintenance - Payment tab (on page )

View sales of stock items by business unit.

Item Maintenance - Sales tab (on page )

View purchase orders for stock items by business unit.

Item Maintenance - Purchase Orders tab (on page )

Define your own tabs or programs within Synergetic.

Item Maintenance - User Forms tab (on page )

Maintain documents relating to the item.

Item Maintenance - DocMan tab (on page )

View information about stock movement:

  • for different business units
  • by month
  • by order, receipt or sales transaction.

Item Maintenance - Stock Movement tab (on page )

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