Vöruspjald
Birgðaeiningin er notuð fyrir almenna birgðastjórnun og sem miðlæg eining fyrir sölu og innkaupareikninga.
Birgðahreyfingar eru gerðar í samræmi við bókunarreglur sem eru valdar í sölu og innkaupum. Birgðastöðu er þó hægt að breyta handvirkt í birgðaeiningunni.
“Gerð vöru” á birgðaspjaldi ákvarðar hvort birgðastaðan stjórnast af birgðaeiningunni eða ekki.
Vöruflokkur stýrir bókun vörunotkunar í fjárhag og verður að vera valinn.
Notendur verða einnig að velja hvort það eigi að heimila neikvæða birgastöðu undir Fyrirtæki/Valkostir.
Vöruspjald – lýsing á reitum
Vöruspjaldið skiptist í nokkra kafla eins og “Lýsing”, “Verð”, og “Fokkur”.
Lýsing
| Vara 20 stafir | Vörunúmer er skráð hér. Hægt er að nota öll tákn fyrir utan , og bil (space). Til að breyta vörunúmeri þarf að opna vöruspjaldið með því að smella á “Breyta” hnappinn. Þar er hægt að skrá nýtt vörunúmer í reitinn “Vara” og smella á “Vista” hnappinn. Allar færslur í kerfinu breytast þá í samræmi við nýtt vörunúmer. |
| Vöruheiti 40 stafir | Heiti vörunnar. Ef þörf er á fleiri en 40 stöfum eða auka tungumálum er hægt að nota vörunafnaflokk undir Birgðir/Viðhald/Vörunafnaflokkur. |
| Gerð vöru | Vara – Notað fyrir birgðastjórnun Forði– oftast tímar, kílómetrar eða önnur vörunúmer sem þurfa ekki birgðastjórnun Uppskrift – uppskrift inniheldur nokkur vörunúmer sem eru seld sem einn pakki. Umbúðir, frakt og skattar geta einnig verið hluti af uppskrift. Framleiðsluuppskrift – Tilbúnar vörur sem innihalda hrávörur og tíma. Þegar framleiddar vörur eru tilbúnar er það skráð í birgðabók. Fjöldi framleiddra vara er listaður upp og magn hrávöru er tekið út af lager. . |
| Lokað | Það er mögulegt að loka vörunúmerum, til dæmis ef varan er útrunnin. Ábending! – Það er gagnlegt að setja inn minnismiða sem útskýrir afhverju vörunúmerið er lokað. Þetta er hægt að gera í vöruskránni. |
Verð
| Kostnaðarverð | Enter the item’s cost price here. The field will accept up to 5 decimals. The cost price will be updated according to the cost price model selected in the ‘Settings’ box. See also below: Fixed cost price = The cost price is fixed but can be changed manually. Average = This is a running average and is updated based on the purchase records. FIFO = The last price that the item is purchased for. (This is updated to the first in first out principal cost price upon invoicing/posting). Uniconta requires that the cost price is given in the company’s default currency (the currency selected under Company/Company Information) Cost prices are determined by the price of the purchases made. If, for example, the company’s default currency is DKK, but the purchase price is in EUR, the cost price will be calculated based on the currency that the purchase is made in, i.e. EUR if the cost price model is FIFO. |
| Söluverð 1-3 | Sales prices are set up for each customer in the required currency to a maximum of 5 decimal places. If a customer has a special price this can be set up under Inventory/Maintenance/Customer price lists. |
| Innkaupaverð | Enter the purchase price for the item here. This is the price that will appear on the purchase order line when the order is placed with the vendor. |
Flokkur
| Group | Select the group for the item from those created under Inventory/Maintenance/Item groups. A group MUST be chosen here, as it determines how the item is accounted for in the chart of accounts. |
| Discount group | Here the user can select an inventory discount group. Prices and discounts can also be selected by item number and item group from the price lists. Discount groups can also be selected by inventory item and used in the price lists. Read more in the discount group article. |
| Unit | Select the unit here. Additional units CANNOT be set up by Uniconta users, since these units are linked to a conversion table for electronic invoices (UBL). Uniconta can set up additional units upon request. |
| Decimals | Up to 5 decimals can be selected here. |
| Vendor | Select the primary vendor used to order the item. |
| EAN number | Enter the standard EAN number for this item. This is used for bar codes. To set up several EAN numbers on the same item, go to Inventory/Maintenance/Item name group. |
| Item location | This field can be used to identify the item’s location/placement. For example, ‘Shelf 3’. This is a manual entry. |
| Warehouse | Select the geographical location of the ‘Warehouse’. For example, the town it is located in or the truck. |
| Location | This field can be used to identify the item’s physical location in the warehouse, for example, ‘Hall 1’. |
Stillingar
| Cost price model | Select the model – Fixed cost price, Average or FIFO. This determines the cost of the items taken from inventory. |
| Batch/serial numbers | Select from: None, Serial number or Batch number. This enables serial number and batch number management. |
| Mandatory batch/serial number | Check the box to make a batch/serial number mandatory upon invoicing and purchasing. |
| Mandatory marking | If this box is checked then the transaction will be rejected upon sale if the batch/serial number is not found. If mandatory marking is not used and the batch/serial number is not found, then a transaction will be created with a serial number. The inventory records will then show a holding of ‘-1’ for the item. In other words it is possible to use serial numbers on the sale side without using them on the purchase side. |
| Give total discount | Check this box if a total discount is available on the item. Do not check the box if the ‘item’ being set up is freight or other fees, for example, where a discount is usually not given. The total discount is subtracted from the transaction upon posting, ensuring that the correct revenue is recorded on the sales account right away, rather than the discount being subtracted afterwards. This will result in the discount being the same whether, say, a 10% discount is given by line item or a 10% discount is given in total. |
| BOM. Cost of lines | Check this box if the cost price for a BOM and production lists should be calculated automatically based on the contents of the BOM. |
| Item included in the BOM | Check this box if the item should be included in the BOM. |
| Hide in sales | Check this box if the item should not be shown when entering sales lines. |
| Hide in purchases | Check this box if the item should not be shown when entering purchase lines. |
Magn
In stock (Physical) Automatic field – number of items physically in stock.
Reserved Automatic field – number of items reserved.
Ordered Automatic field – number of items on order.
Available Automatic field – number of items available.
Available for reservation Automatic field – number of items available for reservation.
Stærð
VörumerkiVörumerki Select the brand here if the item should be defined by brand. Tegund Select the category here if the item should be defined by category. BirgðastigMinimum stock level Enter the minimum stock level acceptable for the item– this is used to trigger re-orders Maximum stock level Enter the maximum stock level acceptable for the item – this is used to prevent over ordering Purchase quantity Enter the minimum amount to be ordered upon purchase – this is also to manage re-orders Default sales quantity Enter how many of the item is usually sold and this amount will be entered by default upon ordering, but can be edited. StaðkvæmdarvaraUse Alternative Select from ‘Never’, ‘Always’ or ‘Zero in Stock’ Alternative item Select an alternative item to be used, for example a replacement item when this item is not available. Tollur
Verk, víddir og afbrigði eru einnig aðgengilegt ef það er sett upp fyrir fyrirtækið. |
Afbrigði
| Sjálfgefið afbrigði | Velja afbrigði sem hefur verið stofnað |
| Nota afbrigði | Velja þetta ef óskað er eftir að nota afbrigði |
| Afbriðisgerð áskilin | Velja þetta ef það er áskilið að velja afbrigði við sölu og kaup á vöru |