Use  the following process to manage customer owned stocks that you hold for their use when they make an order with you.

Screenshot below shows all required fields highlighted in Red.

Fill in all the information that you need to create the stock.  Your newly created stock supplier and Family should be available in the dropdowns.
You will need to complete the following fields:

Stock Location  —  Most likely will be Store or Warehouse.

Code  —  Create yourself or if you have been given a specific code from customer.  Recommend using the Code from your supplier, this code will be the same for each stock size though as remember, we keep it as one stock with multiple sizes. Alternatively, you can assign your own code and use the Supplier Code field for your supplier's product code.

Stock Description  —  Create yourself, add the customer’s name at the start of the stock description.

Weight  —  Unit Type must be one of the following: GSM, BondBasis, CoverBasis, IndexBasis, NewsprintBasis, TextBasis, BristolBasis or lbSF

Thickness  —  Add thickness of the stock.

Stock Size  —  Add the stock size. You can only add one size in this screen to start, but once the stock is created you can add multiple sizes.

Stock family  —  Add to a specific stock family. Most likely one you have created for the customer.
Order, Charge Units and Pricing  —  Specify order and charge units for the stock and add pricing.

Presses  —  Select any presses that can run this particular stock in this specific sheet size.
Stock Group  —  Stock groups is the most often used filter.  Add the stock to a group such as Offsets, Digital, Coated, Uncoated or Wide Format. We will add more groups next.

Stock Supplier  —  Add  a stock supplier, in the case of customer stocks you would create a code for the customer.

Supplier Code  —  This is the code your supplier uses for this stock. This code must be unique to each stock and stock size.

Quantity on hand  —  You are able to modify the quantity you have of the stock so it can be managed.

Owned by  —  Choose Customer

Owner  —  Choose the customer that it is owned by.

Manage Stock Levels  —  This will already be ticked on.

Finished Size   — Th is checkbox applies to items like Envelopes where the stock size is the finished size. 

Show in Descriptions  —  This will already be ticked on.
Core Weight   —  for sheet stocks enter zero, this applies to roll stocks for web and is in reference to the weight of the core. 

Once you have complete all the required fields click on “Create Stock” and the stock will be created. (See screen snap below)

In your Factory Config>Manage Stock screen your newly created stock will be placed at the end of the list.

Depending how many stocks you have added (here 7 pages), you may need to click through a few different pages.

The sort by code function at the top sorts the one screen only not the entire list. You can use the search field at the top to narrow down your search.

Add your stock to stock groups. 

At the bottom of your stock details there is a section for the current sizes. 

 

If you click the Add button above the pencil and X icons it will open up a window to allow you to add another size for that stock.

Screenshot below shows the fields in red which will be independent for each different size for the stock.

Notice the stock family is set for the customer but you do not have to have these stocks all owned or supplied by the one supplier.

Fill in the stock details for the smaller size. 

Note: if you navigate off this screen without clicking the Create Stock and Stock Size button the screen disappears and you have to start again.

Populate the fields remember the Stock Code will be the same for all sizes of this stock, click Create Stock and Stock Size.

If you get an error message referring to the Supplier Code not being unique remember this Supplier Code is not the code of the Supplier but instead use the code that

the supplier uses to reference that particular stock. You are best to actually use the code provided by the supplier here, if you make one it needs to be unique to that stock and size. 

You can see we now have 2 stock sizes in our list, currently they are only in the Offsets group, we'll add them to some more stock groups.

Scroll down to the Add Stock Group section, create a new stock group by clicking the orange plus sign.

Call it the customer’s name stocks).

Then click “Add Stock Group” button. (See screen snap below)

 
Once you have created the stock group, click the Add button to map your stock to the stock group.
You'll see at the bottom that your stock is now mapped into 2 groups.

To add more stock to your newly created group Go back to Admin> Configure Factory and choose Stock Groups in the Inventory Section.

We'll ignore the top sections for a minute; scroll down to Current Stock Groups, you should see your group in the list.
M ake sure  that 'group in stock selectors' is checked on, click e dit if you have to amend.

If your group has not been created, add a stock group. 

 

Scroll to the bottom and select  your stock group  to see current stock mappings.

You can see currently there is one stock linked to this customer.

We'll now add some more stocks from other paper suppliers into this customer stock group.

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Add stocks to a stock group

Scroll back to the top. The right hand side shows the filters you can apply to all currently configured stocks.

By selecting the filters to narrow down the options you can limit your search.

Firstly choose the stock supplier that you linked your stock to and click 'Add' this will move stocks linked to that supplier into the group mappings.

To narrow down the Spicers paper options choose Spicers and down teh bottom filter 

Step 5. Go into the custom quote screen. When you choose your stocks because we ticked on the “Group In Stock Selectors” box the stock group “CG_Customer” will show under the stocks dropdown and then click on the stock group and you will be able to see the stocks mapped to that stock group “IQ stock 120 gsm envelope. (See screen snap below)




This way when you get an order from that specific customer to use that specific stock you will be able to find it easily.

To report on stock levels you will have to go into inventory items and search for the stock. (See screen snap below)

On this screen you can see the quantity on hand. If you click on the stock code and go into the item you are able to set a reorder level.
You are also able to adjust the quantity on hand. (See screen snap below)

When you get below the reorder level it will highlight in red to tell you that you need to reorder. (See screen snap below)

 
You will also need to map the stocks to the presses you wish to print them on. Very similar to how we mapped stocks to stock groups. Go into the stock mapping screen, Admin>Configure Factory then under the equipment section select stocks. (See screen snap below)