Difference between revisions of "Create a New Stock Record"

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(Step 6 done.)
(Almost complete - just waiting on some last few descriptions - Also reverted the Finish button back as it's yellow on the last page.)
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'''Retail Cost Markup'''<br />
 
'''Retail Cost Markup'''<br />
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'''Trade Cost Markup'''<br />
 
'''Trade Cost Markup'''<br />
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'''Allow Group Discounts'''<br />
 
'''Allow Group Discounts'''<br />
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'''OpenRange ID'''<br />
 
'''OpenRange ID'''<br />
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'''Do Not Update Cost on Import'''<br />
 
'''Do Not Update Cost on Import'''<br />
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'''JH Reference'''<br />
 
'''JH Reference'''<br />
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'''EC Commodity'''<br />
 
'''EC Commodity'''<br />
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'''BOSS Code'''<br />
 
'''BOSS Code'''<br />
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'''Manufacturers SKU'''<br />
 
'''Manufacturers SKU'''<br />
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'''Pack Overhead Cost'''<br />
 
'''Pack Overhead Cost'''<br />
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Specify the Pack Overhead Cost here.
  
 
'''Explode Items on Invoice'''<br />
 
'''Explode Items on Invoice'''<br />
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== Manufacturing Details ==
 
== Manufacturing Details ==
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'''Box Quantity'''<br />
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Specify the Quantity of items that are in the box of the Product.
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'''Cycle Time (seconds)'''<br />
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'''Scrap Percentage'''<br />
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'''Sprue Weight Per Cavity'''<br />
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'''Tool Setup Time'''<br />
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'''Core/Cavity/Base'''<br />
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'''Impressions'''<br />
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'''Runner'''<br />
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'''Lead Time'''<br />
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'''Tool'''<br />
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'''Tool Last Run Date'''<br />
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'''Colour'''<br />
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Specify the colour of the product here.
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'''Golden Sample Location'''<br />
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'''Job Type'''<br />
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Specify which Job Type applies to the Product here.
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'''Assign to Machine'''<br />
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Specify which Machine the Product should be assigned to. Once the Stock Record has been created, you can assign the Product to multiple Machines if required.
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'''Change Insert/s Required'''<br />
  
  
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== Admin Details ==
 
== Admin Details ==
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'''Send Purchasing Notification on Order Entry'''<br />
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If you would like Spitfire to send a Purchasing Notification when an Order has been entered, set this to yes.
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'''Special Order Item'''<br />
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If the Product is a Special Order Item, set this to yes.
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'''Restricted to Administrators only'''<br />
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If you would only like Administrators to be able to see and use this Product, set this to yes.
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'''Restricted to Managers and above only'''<br />
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If you would only like Managers and above to be able to see and use this Product, set this to yes.
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'''Attach SKU to Delivery Notes'''<br />
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If you would like Spitfire to attach the SKU to the Delivery Notes, set this to yes.
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'''Attach Quantity of SKU to Delivery Notes'''<br />
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If you would like Spitfire to attach the quantity of the SKU to the Delivery Notes, set this to yes.
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'''Label Printer'''<br />
  
  
  
Once all fields are filled in correctly, click the [[File:Finish-red.png|alt=Finish Button|link=|Next]] button at the bottom right side of the page to complete adding a new stock record to Spitfire and save the details to Spitfire's Database.
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Once all fields are filled in correctly, click the [[File:Spifi-finish.png|alt=Finish Button|link=|Next]] button at the bottom right side of the page to complete adding a new stock record to Spitfire and save the details to Spitfire's Database.

Revision as of 18:02, 6 August 2020

This page will explain how to create a new Stock Record on Spitfire.

The process is split up into 9 steps:

Main Stock Details

This is where the main stock details can be filled in for the product.

Stock Type
Specify here what type of product the Stock is.

Automatically Create SKU
If you would like Spitfire to create a SKU for you, set this to yes and leave SKU blank

SKU Required unless Automatically Create SKU is set to yes
Specify what you would like the SKU of the product to be. Leave blank if Automatically Create SKU is set to yes.

Alternative SKU
Specify if the product has an Alternative SKU, for example if the supplier it is purchased from has their own different SKU.

Name Required
Specify the name of the product here.

Manufacturer Required
Specify the Manufacturer of the product here.

Weight (g) (per single impression)
Specify the weight - in grams - of a single impression of the product here. Can be left blank.

Height
Specify the Height - in millimetres - of the product here. Can be left blank.

Depth / Width
Specify the Depth / Width - in millimetres - of the product here. Can be left blank.

Length
Specify the Depth / Width - in millimetres - of the product here. Can be left blank.

Is this product Dangerous or Hazardous?
If the product is Dangerous or Hazardous, set this to yes. Spitfire will show warnings when this product is used to help protect the team.

Override Delivery Method where this Stock Record is present to
If this product requires a different Delivery Method due to size/weight/etc, specify which Method is required here.

Measurement Weight (if not using g/kg)
If the product is measured in boxes/pallets/etc, specify this here.

Barcode
If the product has a barcode, specify it here. This will allow your team to be able to locate the product on Spitfire by scanning or typing the barcode into the Stock/Warehouse search system.

Discontinued
This can be ignored.

Product Group
Specify which Product Group the product belongs to here.

Active
To make the product appear and be useable on Spitfire, ensure that this is set to yes. Setting it to no will not allow the product to be used in orders and not show up on searches unless Include Inactive Stock is selected.

Is this an Asset
Setting this to yes will inform Spitfire that this is an item that belongs to the company, for example a printer, tool or machine.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 2.

Pricing Information

This is where you can enter all the pricing information for the product. Please note that Special Offers and Quantity Break Pricing can be setup once the Stock Record has been created.

VAT Rate
Specify the product's VAT rate here. Spitfire will automatically add this to the product's price.

RRP
If the product has an RRP, specify it here.

Selling Price Required
Specify the Ex VAT of the standard Selling Price you would like to sell the item for here. Spitfire will automatically add the VAT Rate' specified above to the amount.

Trade Price Required if you have Trade Accounts
Specify the Ex VAT of the Trade Selling Price you would like to sell the item for here. Spitfire will automatically add the VAT Rate' specified above to the amount.

Exclude from Purchasing
If Spitfire should not add this item to the Purchasing system, set this to yes.

Moulding Cost
Specify the cost of the Moulding of the product here, if applicable.

Insert Cost
Specify the cost of the Insert of the product here, if applicable.

Current Cost
Specify the Current Cost of the item here.

Retail Cost Markup


Trade Cost Markup


Allow Group Discounts
If the product can have Group Discount applied to it, set this to yes.

Allow Customer Discounts
If the product can have Customer Discounts applied to it, set this to yes.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 3.

Stock Levels

Re-Order Below
When Stock of this product reaches below this number, an order is automatically created to order Re-order Quantity in. This can be used to ensure that more stock comes in before you run out of the product.

Re-Order Quantity
This is how many of the product will be ordered when the stock of the product reaches lower than the amount in Re-Order Below.

Send Stock Item Direct
If this product needs to be sent direct to a customer from a supplier, set this to yes.

Send Direct if Order contains more than this quantity
If you want to make it so that if x amount of a product is ordered it goes direct, specify that number here. Spitfire will automatically create a direct order if the order number reaches this number.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 4.

Stock Details

Stock Description
Use this box to enter a detailed description about the product that will appear below the product image. There is no size limit.

Short Description
Use this box to enter a short, to-the-point description of the product that will appear to the right of the product image.

Specification
Use this box to enter product Specifications that will be shown next to the Stock Description.

Stock Notes
Use this box to enter internal private notes for this Product. Customers will not see these notes.

Site Meta Title
Use this box to enter what will appear as the title of the page. This is normally used for SEO purposes.

Site Meta Description
Use this box to enter a small description of the Product for SEO purposes.

Site Meta Keywords
Use this box to enter a list of keywords for SEO purposes.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 5.

Web Details

Active on Website
If you wish for this product to be active on your website, set this to yes.

Featured on External Website
If you have an External Website and wish for this product to be active on it, set this to yes.

Display Priority on Website
This will change how how up on the website this product shows. This can be used if you would like your own brand products to appear above other products. The higher the number, the higher the priority.

Publish to Amazon
If you have your Amazon UK Seller Central Account attached to Spitfire, you're able to specify if you want Spitfire to Publish this product for sale on Amazon UK's website.

Publish to eBay
If you have your eBay UK Account attached to Spitfire, you're able to specify if you want Spitfire to Publish this product for sale on eBay UK's website.

Please note: You will be able to change the rest of the settings on this page once the product has been created and added to Spitfire's Database.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 6.

Data Feed Details

OpenRange ID


Do Not Update Cost on Import
If you have Spitfire set up to import the product cost automatically, setting this to yes will make Spitfire ignore any Cost changes.

Do Not Update Price on Import
If you have Spitfire set up to import the product cost automatically, setting this to yes will make Spitfire not change the Price of the product if the cost changes.

JH Reference


EC Commodity


BOSS Code


Manufacturers SKU
Specify the Manufacturers SKU here.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 7.

Pack Information

Do not automatically update Pack Stock Levels
Set this to yes to have Spitfire not update the stock level of this Pack when it is purchased. This is useful for something you know you will never run out of.

Pack Overhead Cost
Specify the Pack Overhead Cost here.

Explode Items on Invoice
Set this to yes to make Spitfire to show the items in the pack on the Invoice.

Explode Items on Order
Set this to yes to make Spitfire to show the items in the pack on the Order Confirmation.

Explode Items on Delivery Note
Set this to yes to make Spitfire to show the items in the pack on the Delivery Note.

Please note: You will be able to add items to the pack once the stock record has been created and added to Spitfire's database.

Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 8.

Manufacturing Details

Box Quantity
Specify the Quantity of items that are in the box of the Product.

Cycle Time (seconds)


Scrap Percentage


Sprue Weight Per Cavity


Tool Setup Time


Core/Cavity/Base


Impressions


Runner


Lead Time


Tool


Tool Last Run Date


Colour
Specify the colour of the product here.

Golden Sample Location


Job Type
Specify which Job Type applies to the Product here.

Assign to Machine
Specify which Machine the Product should be assigned to. Once the Stock Record has been created, you can assign the Product to multiple Machines if required.

Change Insert/s Required


Once all fields are filled in correctly, click the Next Button button at the bottom right side of the page to show Step 9.

Admin Details

Send Purchasing Notification on Order Entry
If you would like Spitfire to send a Purchasing Notification when an Order has been entered, set this to yes.

Special Order Item
If the Product is a Special Order Item, set this to yes.

Restricted to Administrators only
If you would only like Administrators to be able to see and use this Product, set this to yes.

Restricted to Managers and above only
If you would only like Managers and above to be able to see and use this Product, set this to yes.

Attach SKU to Delivery Notes
If you would like Spitfire to attach the SKU to the Delivery Notes, set this to yes.

Attach Quantity of SKU to Delivery Notes
If you would like Spitfire to attach the quantity of the SKU to the Delivery Notes, set this to yes.

Label Printer


Once all fields are filled in correctly, click the Finish Button button at the bottom right side of the page to complete adding a new stock record to Spitfire and save the details to Spitfire's Database.