Stock | Maintenance | Setup cascading items

Overview:

The system caters for multi-relational products, i.e. when an item is purchased in bulk and then broken into separate packs/sub-items that are then sold as individual products.

EXAMPLE:

Let’s say that you have a store and wish to set up a bulk item (case) and its respective broken pack, namely a single can.

To set this item up correctly, you would make your bulk item (the case) pack size 24, and the single item pack should be set up to have a pack size of one (1).

To enable this functionality, navigate to:

- Utilities --> Setup --> Company Details --> Default Settings (1)

- Tick Enable Cascading Items and Accept

To create a new stock item (Main Item) navigate to:

- Stock --> Maintenance

- Click on "Add" bottom right of the screen.

- Enter the details as per the screenshot below - this will be the main item.

- The details under "Item Storage" in the left highlighted block is just for reporting purposes and has no impact on cascading process.

NOTE: The single item should not have the cost entered, only the selling prices.

The system will automatically update the cost price of the sub-item when the bulk item is purchased.

The unit cost prices for these items are automatically calculated by taking the pack size of the broken pack item and dividing it by the main item's pack size,

and multiplying it by the unit cost of the main/bulk item.

The "Primary Cascading Order Item" in the right highlighted block tick is only necessary if you are making use of ordering formulas under the Ordering tab.

Also, remember not to create any order formula under the single item in the Ordering tab.

To create a new stock item (Sub-Item), navigate:

- Stock --> Maintenance

- Click on Add bottom right of the screen

- Enter the details as per the screenshot below - this will be the Sub-item.

- The details under "Item Storage" in the left highlighted block is just for reporting purposes and has no impact on cascading process.
- Link the sub-item to the main item Report to item.

Set-up the order formula on Sub-Item by navigating to:

- Click on Ordering tab and enter required details as per below and Accept button.

Ordering the sub-item is the item that should be used to auto-generate orders.

                                                                                                                                                            

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