Service Manager Purchase Transfer

Service Manager Component Only

This input box automatically appears when purchase order items have been assigned to job cards, and these items are about to be delivered into stock. Use this facility to directly transfer stock onto job cards.

To assign stock items to purchase orders add the Job No. Ref field to the purchase order transaction screen. Then enter the job number into this column as you enter stock.

For more information on customised column arrangements consult the topic Transaction Columns.

Use The Job Discount

The default option is to use either the discount/customer price assigned to the job that the stock is about to be transferred to, or the normal discount/customer price of the job's client. If you wish, you may instead specify a mark-up based on cost by unticking this setting.

Specify a Mark-up

Enter the mark-up on cost price as a percentage. For example, enter 10 for 10 per cent. You will only be prompted to enter a mark-up if you have unticked Use The Job Discount setting.

Use Last Stage Number

The default is for CAPITAL to assign the stock to the current stage number. (For more information on stage numbers see the topic: Service Manager Stock Entry.) If the last stage number issued was, say, 5, then leaving this option ticked will also issue 5 to the current stock being transferred.

Use Next Stage Number

The next available stage number will be assigned to stock items being transferred if this option is selected. If the last stage number issued to job stock was 5 then 6 will be assigned to the current items being transferred.

Assign a Stage Number

If you tick this option, you will be given the opportunity to enter the stage number you wish to assign transferred stock to.

Stage Number

Specify the stage number you wish to assign transferred stock to. You must tick Assign a Stage Number before you will be able to enter the stage number.