Sales Items Branch Quantities

Edited

This document provides a comprehensive guide on how to utilize the Branches module in HirePOS to track sales stock levels on a branch-by-branch basis.

Enabling the Branches Module

With the Branches module activated, you can define the Last Stocktake Quantity and Stocktake Date for each branch. This functionality enables you to monitor stock levels of sales items across multiple branches effectively.

Disabling Branch Level Sales Stock Control

If you do not require the branch-level sales stock control feature, you can easily disable it by navigating to Setup > Preferences > Misc > Other and selecting Disable Sales Stock Control At Branch Level.

Setting Up Sales Items for Branch Quantities

To set up a Sales Item to utilize Branch Quantities, follow these steps:

  1. Navigate to Setup > Items.

  2. Open or create a Sales item.

  3. Go to the Stock Control Tab.

  4. Click on Branch Quantities.

  5. Define the Last Stocktake Date and the Last Stocktake Quantity for each configured branch.

Similar to the conventional method, this serves as an opening balance, and any changes to stock levels after that date will be considered to calculate the quantity in stock.

You can also track stock movements for each branch by clicking on the clock icon next to each row. For stock transfers between branches, utilize the Branch Transfer function.

Furthermore, in Setup > Items > Sales Tab, if a branch filter is enabled, the quantity in stock displayed will be specific to that branch, rather than showing stock levels across all branches.

By following these steps, you can effectively manage and monitor sales stock levels at a branch level in HirePOS.