This pane is the place where you add and update pricing for your Items (stock). When you select a Supplier for the Invoice, the list on the left is populated with all the Items and Package Sizes that you have set up for that Supplier.
Items Tab |
Details |
Items Selection If an item or case size is not in the list, you can add new items on the fly by clicking Items from Main Menu and either searching for an existing item and add a case size or add a New item. When you return to this window the item will exist. |
Option 1 - Scroll down the list and click and drag the Item and drop into the purchase list or double click on the item pack size. It will be placed in the tab to the right. |
Option 2 - Click into the search box and begin typing the name of the Item, the list will shorten as you type. Double-click on the item. It will display in the tab on the right | |
Qty (Quantity) |
Enter the amount purchased for the unit displayed. |
Split Case |
Check this box if the purchase was a split case unit. The unit will change to the correct Split case unit for this case size. E.g.: you didn’t get a case you got 12.90 Pounds. |
UOM (Unit of Measure). NOTE: The default unit of measure is the purchase unit that you indicated in the Items windows during the initial setup, if you allowed split cases on item setup then the split choice will be allowed. |
Select the UOM Units purchased. There are two choices available, the Purchase Unit size and the Split Case Unit size. |
Unit Cost |
Optimum Control will
automatically enter the Current Unit Cost for
this item/supplier. |
Price Override |
If the item price has changed, a check mark will automatically be placed in the (O) Price Override box. This will indicate a price was overridden
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Validate Checkbox
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The checkbox to the right of the total is a tool that you can use to “check off” each item if checking for errors. It does not save. |