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Attempting to link the stock level of multiple stock items

Posted: 14 Jul 2016, 08:46
by marathonfood
Sage version: sage 50 - 21.5.9.201
Running windows 10 64 bit on 2 PCs and windows 7 64bit on 1 PC (although if we could focus on the windows 10 PCs for now that would be ideal).

Hi :)

We are trying to implement a stock control system in sage. Until now all of our products have been (incorrectly) stored as not-stock items and we have not used sage to monitor stock levels. We have wholesale and retail pricing for all of our products and currently have them set up as different items with different product codes in sage. We are going to change the items to stock items and manually set the stock level and then have it automatically update stock as we sell products. However as we have at least two versions of each product we need to find some way to have the stock level of retail items linked with that of wholesale and vice-versa. The end goal will essentially be so that when we sell an item at wholesale and the stock level of that item decreases it will respectively decrease for the retail version of the same product despite them being specified as separate items in sage and on our invoices. Is this possible in sage?

Thank you in advance,

Andrew.

Re: Attempting to link the stock level of multiple stock items

Posted: 15 Jul 2016, 12:05
by brucedenney
What you are asking for is 2 product codes that have combined stock
This is not an option in Sage

What you want to do is to have one product for each item.

Set the price as the retail price
Create a price list form Wholesale, set the wholesale price against each item.

Set wholesale customers to use the wholesale price list and it will all work.

Re: Attempting to link the stock level of multiple stock items

Posted: 15 Jul 2016, 14:58
by marathonfood
brucedenney wrote:What you are asking for is 2 product codes that have combined stock
This is not an option in Sage

What you want to do is to have one product for each item.

Set the price as the retail price
Create a price list form Wholesale, set the wholesale price against each item.

Set wholesale customers to use the wholesale price list and it will all work.
Seems I have my work cut out for me then! Thank you for the help. One last thing, can customers be under both wholesale and retail pricing? This would be useful since we sometimes have large customers which will put in small personal orders meaning we have to charge them retail on some occasions rather than the regular wholesale price. Thanks again :)

Re: Attempting to link the stock level of multiple stock items

Posted: 17 Jul 2016, 08:44
by brucedenney
Customers are associated with a single price list.

However, it sound to me like you might want to use qty discounting in which case you can have the standard unit price with discounts based on the qty purchased.

So the price is not based on if you are retail or wholesale but on the amount you buy, so a "retail" customer buying volume would need the wholesale price?

PS your website seems to have some links inserted in it by a 3rd party.

Re: Attempting to link the stock level of multiple stock items

Posted: 18 Jul 2016, 07:49
by marathonfood
brucedenney wrote:Customers are associated with a single price list.

However, it sound to me like you might want to use qty discounting in which case you can have the standard unit price with discounts based on the qty purchased.

So the price is not based on if you are retail or wholesale but on the amount you buy, so a "retail" customer buying volume would need the wholesale price?

PS your website seems to have some links inserted in it by a 3rd party.
Thank you for the help :) I'll definitely look into qty discounting since that sounds much more convenient. Also thanks for the heads up about the website. I've actually been newly hired to get all of the IT in check and I've already recommended to completely rework the website. I've noticed the extra links and it's actually just very shoddy coding. I really appreciate all your help!