Overview
If various stock controlled items are used up when providing a type of a Service, eg A 4 paper is used but charging for the non stock product of 'Photocopying' please see further instructions below.
It is up to the site as to what costing method you wish to use on non stock controlled products that are not purchased.
These products are more of a service type product.
Scenario 1:
- If stock is to be used when providing and charging for the service, when the stock is received, put that stock aside somewhere.
Do not put the stock on the shelf where a customer can access it. - Insert a Stock Quantity Adjustment or a Stock take to account for the stock when charging for that service.
- Insert a sales order to the customer, selling the non stock product that stands for the service at no cost.
The customer will only see the service product and the sell price.
That sell price is made up of all the components that make up that service as such.
Scenario 2:
- If stock is to be used when providing and charging for the service, when the stock is received, put that stock aside somewhere.
Do not put the stock on the shelf where a customer can access it. - Insert a Stock Quantity Adjustment or a Stock take to account for the stock when charging for that service.
- Insert a sales order to the customer, selling the non stock product that stands for the service at no cost.
Add the products that you use to provide this service at no sell price.
Scenario 3:
- Ensure the product category that the products are in have a Cost Method = Manual
- Ensure that the right products are in the right non stock product category if you are setting a cost method on the category
- If stock is to be used when providing and charging for the service, when the stock is received, put that stock aside somewhere.
Do not put the stock on the shelf where a customer can access it. - Insert a Stock Quantity Adjustment or a Stock take to account for the stock when charging for that service.
- Insert a sales order to the customer, selling the non stock product that stands for the service .
The system will pop up asking for a Cost for this product
Insert a cost and continue.