Non-Stock Items
This document provides a comprehensive overview of Non-Stock items within the HirePOS system, including their definition, creation process, common uses, and how to manage their visibility in delivery dockets and check-offs.
Understanding Non-Stock Items
Non-Stock refers to any item that does not require inventory tracking. Typically, these are intangible charges such as delivery or pickup fees, credit card surcharges, damage waivers, and similar items.
Creating a Non-Stock Item
To create a Non-Stock item, follow these steps:
Edit an existing item or create a new item via the Setup > Items screen.
Ensure you have selected an Item Type that is not a Hire item type.
Check the Non-stock checkbox under the Configuration section.
Click Save Changes.
Common Uses for Non-Stock Items
Non-Stock items can be utilized in various scenarios, including:
Internal Assets
If you need to track your own vehicles or other assets to create maintenance records or monitor their usage history on jobs, you can create them as Non-Stock items. It is advisable to assign them to a unique Item type to keep them separate from your regular items.
Generic Placeholder
Setting up a generic placeholder item can be beneficial for one-off cases where you do not want to create a new item. This placeholder can serve as a temporary solution for various needs. It is recommended to name it something like "PLACEHOLDER," which can later be renamed when added to an invoice.
Delivery and Pickup Fees
Non-Stock items can also include labor and service fees, material handling fees, and other percentage calculation items.
Hiding Non-Stock Items from Delivery Docket and Check-off
With the exception of 'Package Header' items, you can hide Non-Stock items from delivery dockets and delivery/pickup check-offs. To do this, follow these steps:
Go to Setup > Preferences > Miscellaneous.
Scroll down to the Delivery/Pickup section and click to expand it.
Scroll down and toggle on the option Hide 'Non-stock' items from delivery docket and check-off.
Click the Save Changes button at the bottom-right.
By following these guidelines, you can effectively manage Non-Stock items within the HirePOS system, ensuring a streamlined process for handling intangible charges and internal assets.