Use these settings to control how you manage your stock items in Sage 200.
Stock Fulfilment methods
Open: Settings > Stock Control > Stock Control Settings | Options
The sales order fulfilment methods determine how stock is allocated to your sales orders. You can choose here whether which methods you want to use. You can choose either or both.
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From stock
This is the most commonly used and therefore the default method. Your stock items are allocated and despatched from the available stock in your warehouse.
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From supplier via stock
This allows you to generate a purchase order for a supplier when the item is added to a sales order - back to back ordering. This is useful if you don't keep items in stock but order them when required.
When you use this fulfilment method, you create a purchase order for item from the sales order. When the items are received, they are automatically allocated to the sales order, ready for despatch.
To use this fulfilment methods, the stock item must
- Have a supplier account set on the stock item record.
- Have the From supplier vis Stock fulfilment method set for the item.
Profit calculation method
Open: Settings > Stock Control > Stock Control Settings | Options
Sage 200 automatically calculates the profit you make on the sale of your invoice and order lines. You can see this on orders and invoices, and via various reports and enquiries such as the Monthly Trading Figures. This is the difference between the cost of the line and the revenue received. It is also referred to as the Gross Margin.
The profit percentage is calculated using:
- The Sale value for each line. This is the selling price multiplied by the line quantity.
- The Cost value for each line. This is the cost price multiplied by line quantity.
You decide how you want this percentage profit to be calculated on the Stock Control Settings | Options tab:
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A percentage of revenue.
100 * (sale value - cost value) / (sale value)
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A percentage of cost.
100 * (sale value - cost value) / (cost value)
You sell 5 items with a cost price of £10 each (£50) and a sale price of £15 each (£75).
| Profit calculation method | Profit |
|---|---|
| Percentage of revenue | 100 * (75 - 50) / 75 = 33% |
| Percentage of cost | 100 * (75 - 50) / 50 = 50% |
Landed costs
Open: Settings > Stock Control > Stock Control Settings | Options
Landed costs refer to any costs associated with the shipping, handling and importing of your stock items that you want to include on your purchase orders.
These additional costs are often invoiced separately, by a courier for example and they may span multiple purchase orders.
In Sage 200 you can:
- Choose whether stock items use landed costs by default.
- Charge landed costs as a set amount, or as a percentage of the order line.
- Apply landed costs whenever you use a particular supplier.
If you want to use landed costs in Sage 200, you need to turn this on
Write off categories
Open: Settings > Stock Control > Stock Control Settings | Write Off Categories
These allow you to monitor reasons why stock has been written off, such as damaged or faulty.
When you use the Write off stock screen, you can choose the reason for the write off from a drop-down list. You create the options for the list here.
A default category Stock Write Offs has been created for you by default. If you don't want to use any other categories, then you don't need to do anything here.
Configurable names
Open: Settings > Stock Control > Stock Control Settings | Configurable Names
You can use configurable names to make the names used in Stock Control more meaningful for your organisation.
You can enter your own labels for:
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Locations. These labels are used when you enter stock item locations. The default labels are Warehouse and Bin.
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References. These labels are used when you add a reference to a stock movement transaction. The default labels are Reference and Second ref.
The location of a stock item can be recorded by two location labels - level 1 and 2. These describe the main location and the area within that location, such as the Main warehouse in Bin 3.
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Level 1: This is the location as a whole, such as a warehouse, depot,
The default label is Warehouse.
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Level 2: This is the specific area that a stock item is located in a warehouse, such as a bin, bay or shelf.
The default label is Bin. If you don't split the warehouse into specific areas, you could set this label to n/a so that people know not to use it.
References can be added to a stock movement transaction, to include information which is unique to that transaction. For example, when issuing stock to an internal area, you can add details such as a campaign reference or requisition number.
The default reference labels are Reference and Second ref.
Note: If you make changes to configurable names, but the new names are not displayed in Sage 200 workspaces, we recommend restarting your server (IIS).
Internal areas
Open: Settings > Stock Control > Stock Control Settings | Internal Areas
These allow you to allocate stock that's being used for your internal use. For example, you may use some of the stock items you produce for yourself, or your sales department might want to reserve stock items for demonstration purposes.
An internal area represents the department you are allocating the stock to. You can record the stock as issued to that department or internal area and then you can report on this. If you intend to create several internal areas you must select a default. This should be the most commonly used area.
If you don't need to use internal areas then just leave this blank.