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How to keep Track of Consumables or other Misc Charges you Invoice out

The purpose of this document is to learn how to set up a Parts for consumable lines you can keep track of internally or externally charge to customers. The full guide on options how you can handle consumables is here 

  • Go to Parts – Stock – Stock Master File 
  • Enter Part Details for your consumable (take note the fields that are written in red need to be filled out)
  • Change the Stock Type to Consumable

Consumable.png

  • You can enter a Cost and a Price for this Consumable if it is set, alternatively leave blank and you can enter the Price at the time of invoicing.
    • If you do NOT want to keep track of the Stock Levels - Go to Stock Options Tab - tick the option Don't Update Qty if applicable= this will prevent the Stock On Hand from being adjusted therefore when the Part is sold, it will not go into negative.

Stock_Master_File_Do_Not_Update_Qty.png

 

 

  • Go back to the first field and F2 to save     
  • Now that the Part is in the system you can add it as a part on any invoice.



There are Type options on various Stock Reports which allow you to Report by this consumable type. For example the Stock Value Report;

 Consumables_report.png

 
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