Non-stock items on a Sales Order

Adding freight or other non-stock items to your Sales Order.

Introduction

Add Freight or a Fee as a Stock Item

Creating a Sales Order with a Non-Stock item line

Introduction

You may have freight or other fees, such as cutting charges or other service fees that your Suppliers may charge and that you want to add to your Sales Order to your customer.

These items can be set up as a Stock Item code, with some fields being set differently to standard physical stock items. These charges would not usually be included in your inventory stock control.

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Add Freight or a Fee as a Stock Item

Any fees that are not physical stock and that you want to include on a Sales Order can be set up as a Stock item. In this example, we have set up an item for Freight, and priced it at $2.00 per Km.

• Go to Stock > Stock Details.
• Click New Stock item.

In the Create New Stock window:

• Code: Enter the Code for this item.
• Description: Enter the Description for this item.
• Unit of measurement: Enter the Unit of measurement; e.g. for Freight, we have used Km.
• Stock Group: Optionally, select the Stock Group from the dropdown list, e.g. Miscellaneous.
• Discount Group: Select the Discount Group from the dropdown list, e.g. Zero Discount.
• Click Save & close.

This takes you to the Details screen:

In the Stock section:

• Stock control: Select No stock control from the dropdown list, as there is no stock control on non-physocal stiock items.
• Is miscellaneous stock item: Optionally, check this field. This forces you to add a Note for this stock item line when you are adding a Sales Order.
• Click Save and close.

If you want to add a price for this item:

Go to the Pricing tab.

• Selling Price: Enter the unit price. For this example, we've added $2.00.
• Click Save and close.

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Creating a Sales Order with a Non-Stock item line

When creating a Sales Order for a customer and you want to add a fee for freight or other charge, you can add a line for the appropriate Stock item to the Sales Order.

• In the Sales Order > Order screen, you can add the physical stock items.
• Add a line for the non-Stock item; e.g. Freight.
• If your non-stock item is flagged as Miscellaneous, you must add a Note.
• Click Now to add the line.

The line will now be displayed below. The Quantity will be showing as To Supply.

• Edit the line to update the Quantity in the Now column. This automatically changes the Quantity in the To Supply column.
• Click Save and close to print your packing slip.

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Last updated: 24 November 2022