Restricting Stock Item Availability

 

 
1.       Stock Item record (Stock Control>Stock Records>Amend Stock Item Details)

 

Current status – If this is changed to “Inactive”, you will not be able to enter any sales or purchase orders or stock transactions against this product, it will not appear in the dropdowns.  It will appear in the stock reports, but most have a criterion called Status which would allow you to exclude them.  This can be used for:

 

·         Stock items that you no longer use, but still have history

·         Setting up stock items in advance of actual use

·         Temporarily removing stock items which are unavailable for a period of time

 

This field could also be used to hide stock items in the Stock List View.

 

Allow Sales Orders – By default this is ticked.  If you untick it for an item, it will disappear from the SOP dropdown and you will not be able to enter new orders (you will be able to complete outstanding orders).  This can be used for:

 

·         Stock items that you buy, but are used to make up the final saleable item

·         Items that you buy for internal use (eg stationery)

 

 

2.       Stock Location record (Stock Control>Stock Maintenance>Locations)

 

Use for Sales trading – This is ticked by default.  If you untick it, this location will not appear in the SOP dropdowns, so you will not be able to allocate or deliver stock from this warehouse.  This can be used for:

 

·         Quarantined stock

·         Consignment stock

 

Valid for component source – This is only relevant if you have the BOM or manufacturing modules.  If this is unticked, items in this warehouse will not be available for use as components in these modules. This can be used for:

 

·         Quarantined stock

·         Spares

 

Depending upon your version of the Sage 200 software, you may not have all these options.