How to: Work with Nonstock Items

You can offer certain items to your customers for their convenience, which you do not want to maintain in inventory until you start selling them. When you want to start maintaining such items in inventory, you can convert them to normal item cards in two ways.

  • From a nonstock item card, create a new item card based on a template.
  • From a sales order line of type Item with an empty *No field, select a nonstock item. An item card is automatically created for the nonstock item.
Note

You cannot select a nonstock item from the Sales Invoice window. You can select a nonstock item from the Sales Quote window, but the nonstock item will not be converted to a normal item when you use the Make Order function.

A nonstock item typically has the item number of the vendor who supplies it. To enable conversion of a nonstock item card to a normal item card, you must first set up how vendor item numbering is converted to your own item numbering.

To create a nonstock item

Nonstock item cards have much less information than normal item cards because you only use them to offer on quotes and in other ways. For that reason, they must be converted to normal item cards before you can post sales transactions for them.

  1. Choose the Search for Page or Report icon, enter Nonstock Items, and then choose the related link.
  2. Choose the New action.
  3. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

To set up how nonstock item numbers are converted to your own numbering

To enable conversion of a nonstock item card to a normal item card, you must first set up how the vendor's item numbering is converted to your own item number format.

  1. Choose the Search for Page or Report icon, enter Nonstock Item Setup, and then choose the related link.
  2. Fill in the fields as necessary.

To convert a nonstock item to a normal item

  1. Choose the Search for Page or Report icon, enter Nonstock Items, and then choose the related link.
  2. Open the card for a nonstock item that you want to convert to a normal item.
  3. In the Nonstock Item Card window, choose the Create Item action.

A new item card prefilled with information from the nonstock item and a relevant item template is created. You can then fill or edit fields on the new item card as necessary. For more information, see How to: Register New Items.

To sell a nonstock item, and convert it to a normal item

  1. Choose the Search for Page or Report icon, enter Sales Orders, and then choose the related link.
  2. Choose the New action. Fill in the fields on the General FastTab as for any sales order. For more information, see How to: Sell Products.
  3. On a new sales line, in the Type field, select Item, but leave the No. field empty.
  4. Choose the Line action, and then choose the Select Nonstock Items action.

    The nonstock item is converted to a normal item. A new item card prefilled with information from the nonstock item and a relevant item template is created.

  5. In the Nonstock Items window, select the nonstock item that you want to sell, and then choose the OK button.
  6. When the sales order is complete, choose the Post action.

You can then fill or edit fields on the new item card as necessary. For more information, see How to: Register New Items.

Note

An Item cross reference record is automatically created for the vendor of the item between the vendor's item number and your new item number.

See Also

How to: Register New Items
Inventory
Working with Financials