Introduction

Use these settings to choose how to process and manage the additional Stock Control features from Cim200.

Open: Stock Control > Utilities > System Set Up > Cim200 Settings | Stock Control

Select from the following settings:

Goods in Transit Enabled

Enable Goods in Transit to give access to the Goods in Transit features in Cim200.

These features allow you to transfer stock between one Warehouse location and another, for use where there is a delay between leaving the source location and arriving at the receiving location.

The decrease of stock in the issuing location and increase of stock in the receiving location can be recorded as two separate transactions, and stock volumes and values can be tracked in a separate Goods in Transit location whilst it is in transit.

When this option is ticked a new Warehouse location will be added to all Stock items, to be used by the Goods In Transit features for tracking stock in transit. The location will automatically be added to all items.

The name of the Goods In Transit location can be set by the user as the option is enabled; it will default to “Goods in Transit”.
This option cannot be enabled if Multiple Locations is not enabled.

  • Select Amend Goods in Transit Warehouse to change the name of your Goods In Transit location
  • Select Configure Transfer Times to configure the time it takes to transfer between locations.

Stock Item Mandatory Fields

Mandatory Fields are fields where a value must be entered, or a selection made, before a record can be saved.

With Cim200 various data fields on the Stock Item record can be made mandatory, to force a value to be entered as a new item is created.
This is particularly useful for fields that are essential to complete, for use in further analysis or reporting, that may otherwise be missed when a new item is added.

Examples of this are the accounts to use when posting stock movement or accrual values to the Nominal Ledger; or the Average Buying Price to initially use for the item.

Note: Making fields mandatory after Stock Items have already been created could affect existing items, where the mandatory check will be applied to existing items when they are amended, before changes can be saved.

  • To begin setting mandatory fields for stock items.
    a. Tick the Stock Item Mandatory Fields box.
    b. Select Configure Mandatory Fields to open the list of fields which can be set as mandatory.
    c. Individually tick the Mandatory box for each field to be made mandatory.
    d. Click Save to save the changes.

 

  • To make an additional field mandatory, select Configure Mandatory Fields and tick the Mandatory box against the field, then click Save.
  • To stop a field being mandatory, select Configure Mandatory Fields and untick the Mandatory box against the field, then click Save.

Quarantine Enabled

Quarantine is an additional Warehouse location to which stock can be transferred or received into for inspection. Additional features allow you to track stock in Quarantine, to Inspect quarantined stock to be passed and moved into a stocking location, or failed and written-off or returned to Supplier.

When this option is ticked a new Warehouse location will be added to all Stock items, to be used by the Quarantine features for tracking stock in quarantine. The location will automatically be added to all items.

The name of the Quarantine location can be set by the user as the option is enabled; it will default to “Quarantine”, which can be amended. Click on Amend Quarantine Warehouse to do this.

This option cannot be enabled if Multiple Locations is not enabled.

Prevent Stock Usage When Stocktake is in Entering Counts stage?

Select Prevent Stock Usage When Stocktake is in Entering Counts stage to stop stock items being issued or received whilst they are also being counted. This control helps to avoid false discrepancies between items’ counted quantities and their quantity on Sage, which might arise from stock movements whilst a count is ongoing.

When enabled, all items included in any Stocktake which is in either the Printed or Entering Counts stage will be prevented from the following transactions:

  • Add Stock
  • Transfer Stock
  • Write Off Stock
  • Internal Issue
  • Return to Supplier
  • Customer FOC Issue
  • Internal Return
  • Return From Supplier
  • Despatch Sales Order
  • Confirm Purchase Order Goods Received
  • Issue Stock to Works Order
  • Reverse Issue Stock to Works Order
  • Complete Works Order
  • Reverse Works Order Completion
  • BOM Build
  • Reverse BOM Build

Allow MRP Rescheduling

MRP can look at outstanding replenishment orders to assess whether they are needed and by when. If an order is needed but not as early as it is due, MRP can make recommendations to reschedule the orders to a later date to have stock available just in time.

Tick this option to have MRP make rescheduling recommendations.

Cleardown Audit Records

Cim200 automatically keeps a log of changes made to stock records, which are visible on the Audit Log tab in the Amend Stock Item Details and View Stock Item Details screens.

As the audit log builds, the list of changes can grow large; it is a useful housekeeping exercise to remove the oldest changes, so that it is easier to see more recent changes. Click the Cleardown Audit Records button to clear down audit log records.

1. Specify the age range of audit records to remove in the Date Range calendar boxes.

2. To remove all changes made within the specified date range, leave All Users ticked.

  • To remove only changes made by a certain user untick All Users and select the required user on the User Name select list.

3. Click OK to proceed and review the number of records that will be removed.

4. To proceed with the cleardown click Yes. To abort the cleardown click No.