Stock Setup (Configuration Assistant)

Find this screen

Open: Configuration Assistant > Stock Setup.

How to

Create warehouses for your stock locations

  1. Click Add or click in the grid to create a new line.
  2. Enter the a Name for the warehouse, up to 20 characters.
  3. Enter a Description (optional).
  4. If required, select a VAT Country Code from the list.

    The VAT Country Code is used for Intrastat declarations if you are shipping from a warehouse in a different country to a third country.

A HOME warehouse is created for by default. If you don't need to record separate locations for your stock items, use the this for all stock items.

Create unit of measure

  1. Click Add or click in the grid to create a new line.
  2. Enter the Name of the unit up to 20 characters.

A default unit of Each is created for you. If you don't want to record the stocked unit for your stock items, then just use this for all items. You can add additional stocked units at any time. You can also change this on a stock item at any time.

Create product groups

  1. Click Add or click in the grid to create a new line.
  2. Enter the details for the product group.
  3. Click Edit to change any information already stored.
  4. Click Delete to remove the product group.

Useful info

Stock locations

In Sage 200 you can have two levels of location for your stock:

  • Warehouse - a single whole location, such as a building.
  • Bin - an area within a particular warehouse, such as a shelf or an aisle.

Note: The terms Warehouse and Bin can be customised, so they might have different names in your Sage 200 company. You can customise these by setting Configurable names in Stock Control Settings.

Before you set up your warehouses and bins, consider how your warehouse staff collect stock to despatch.

Picking lists are used to assemble customer orders ready for despatch. The picking list shows the location (warehouse and bin) that a stock item is stored and can be used by your staff to collect stock for despatch.

If you want to make sure that the picking lists produced by Sage 200 represent the way your staff collect stock for despatch, then you need to make sure that the warehouses and bins you create will reflect this.

Bins

Every warehouse has a single bin created by default called Unspecified. If you don't want to use bins with your warehouses, all items are stored in the Unspecified bin.

If your stock items are stored in more than one place in a warehouse, then you add the required bins on the stock record. You can rename the Unspecified bin to something more meaningful for your company.

Product groups

You can set up additional product group or amend the ones you have created here, once you have completed the Configuration Assistant. We recommend that you plan these carefully as it is hard to change them once you have started creating your stock items.

Product groups are used to categorise your stock items. Every stock item must belong to a product group. The options you choose when setting up your product groups are inherited by the stock item. Some of these can be changed on individual stock items and some are set at product group level only.

Product groups have the following rules:

  • Every stock item must belong to a product group.
  • All items in a product must be of the same type.
  • All items in a product group must use the same costing method.

Unit of measure

These allow you specify the units that your stock items are stocked in. For example, a box, a crate or each for individual items. Once you have set up a list of the units you want to use, you can choose the relevant unit for a product group or per stock item. This is useful for your warehouse staff as this unit is shown on picking lists and stocktake sheets.


What happens when

What happens when I save and mark this panel as complete?

  • When you finish adding information and click Save and Mark as Complete, the panel is marked with a tick to indicate that you have completed this step.
  • While you remain on the Configuration Assistant, you can return to this panel to add or amend any of the details you have entered.
  • Once you have finished the Configuration Assistant, you can:

    • Amend the product groups you have created, and create new ones.

      Note - warning

      You can't change the stock type, once the stock items have been assigned to the group.

    • Amend the warehouse details and add new ones. You can also add address details for the warehouse. This address is printed on your purchase order as the delivery address.
    • Amend the stocked units and add new ones.