(Advanced Special Order users only)
The Quick Add of Non-Stock Items feature helps you manage non-stock (i.e. special order) items by allowing clerks to quickly and easily add non-stocks to inventory from POS or from the Electronic Catalog. These non-stock items are excluded from appearing on Suggested Orders, but because these items are added to inventory, they offer the following benefits:
Non-stock items that have been received but not yet delivered to the customer (or were returned) are included in the Inventory Valuation Report (RIV), giving you a truer picture of your inventory value.
If a non-stock item is returned, the system records the return to its specific SKU, allowing you to easily recognize it as dead stock that you need to clear out.
If you decide to stock the item as a regular inventory item, you can easily change the non-stock SKU into a standard SKU, with the added benefit that the system has already captured sales history for the item.
To start using the Quick-Add feature, you'll set up some options and security, and you'll also set up SKU templates in Inventory Maintenance. Templates give you a means to develop a strategy as to how non-stock items are created based on your business needs and practices. These templates can be general or specific; that is, they may be set up to represent adding items within a department, class, fineline, or vendor.
In POS, when posting a non-stock (special order) item on a transaction, the clerk simply enters the appropriate "template SKU," which tells the system to display the "Add SKU" dialog box. In this dialog box, the clerk is only required to type in a minimal amount of information about the item, because the template SKU already has most of the fields defined. Thus, templates help keep non-stock SKUs consistent. They also help prevent delays at checkout, since the clerk is only required to fill in a few fields. Once the clerk has entered the information in the required fields, they simply press Enter, and the non-stock item is added to inventory, and also posts to the transaction.