Customer FOC issue
You can issue unallocated stock items to customers where no charge will be made for the goods, using this activity. You can also issue previously allocated items.
Free of Charge items use the nominal codes from the stock item record, so they do not affect the Sales Ledger. Any cost of stock figures are posted to the Profit and Loss accounts automatically.
Note: If you want to use additional charges (such as delivery charges), you must use the Sales Order Processing module so that you can generate the required documentation.
To issue stock free of charge
Open: Stock Control > Issues > Customer FOC Issue.
- Select the Stock item.
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Enter details on the following tabs:
Details- If you are using more than one location to store your stock, select the location where the stock item is stored using the Warehouse drop-down list.
- Select the customer using the Code drop-down list.
- Enter the Quantity of stock to be issued (up to five decimal places).
- Accept or amend the movement Date.
- Enter References for the movement (optional).
Analysis-
If required, select the Value for the relevant Analysis codes from the drop-down lists.
Click New value to add a value to this analysis code.
Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.
- Enter text into the Memo box to supply supplementary information about the transaction (optional).
Stocking LevelsUse this tab to enquire on warehouse stocking levels.
- Select the warehouse you want to enquire on using the drop-down list. The stocking levels are displayed.
- Click Save or Proceed for batch/serial numbered items.
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Record batch/serial numbered items to be issued, if applicable.
To record batch/serial numbered items- Select the batch/serial numbered items to be issued by selecting the check box to the left of each required item.
- Batch only: in the New Quantity column enter the amount to be issued expressed in the item's stock unit.
- Click OK to save the information.