When you create a product, you store all of the general information about a product like its weight and how much it costs to a replace. Stock levels are the physical units of the product that you hold.
Create stock levels against a product to tell Current how many of a product that you have on hand.
Types of stock
There are two types of stock level in Current RMS:
For simple stock tracking, choose bulk. You can enter a bulk stock level and Current will keep track of how many you have available. For example, you have 100x HDMI cables.
For more advanced asset tracking, choose serialized. You can add a list of assets that you rent or sell and Current will keep track of how many you have available. For example, you have 10x ETC Source 4 lamps with unique asset numbers.
The type of stock that you may add is determined by the stock method set against the product. Edit a product to set or change the stock method.
To add a new stock level, click add a new stock level under the Stock Levels heading on a product page.
Don't see this heading? Sounds like you're working with a non-stock product. The stock method on this product is set to "None," meaning Current doesn't won't do any stock tracking for this product. Edit the product to change.
If your product can be both rented and sold, choose the type of stock that you'd like to add.
Stores let you specify multiple locations where stock levels are held, like different warehouses. Opportunities have a store against them, and you can use stock from that store on that opportunity.
Select a store from this list to add this stock level to a particular store.
Later on, use store transfer to transfer stock between stores.
Enter a location for your reference. This is generally a shelf number or container. This may be added to picking list documents, if you like.
When should this stock level be available from? For example, if today is March 10th and you set the effective date to March 31st, this stock level won’t be available until March 31st onwards.
Serialized stock levels have asset numbers.
- Asset numbers are internal identifiers for a unit.
- An asset number is essentially a barcode number, it’s used when generating barcode labels for this product.
- You scan or enter the asset number on the opportunity detail view to allocate this asset to the job.
Automatic asset numbering
Current RMS can automatically create asset numbers for you based on a sequence that you choose. Automatic asset numbering isn't on by default. Turn it on in System Preferences.
If using automatic asset numbering, enter the quantity of asset numbers that you'd like to add.
To add a manual asset number, choose the "Manual asset number" radio button.
Manual asset numbering
When entering an asset number manually, enter:
- Asset numberYour internal identifier for this stock level, as explained above.
- Serial numberThe manufacturer’s serial number, for your reference.
When adding bulk stock, enter the opening balance. This is the quantity of stock of that you have on hand at the moment.
Use stock transactions to adjust your stock levels later.
Stock level image
Choose an image for this stock level. You don't need to do this. You might like to do this if you're creating a stock level for a serialized container and it looks different to the container product image.
Create or add more
When you're done, click Create Stock Level to add your stock level.
To create more stock levels, use Create and add another to add that stock level and start adding more.
Add using a barcode scanner
The add stock level screen is optimized for use with a barcode scanner.
When adding manual serialized assets, you may scan into the asset number field. When your scanner finishes by simulating pressing enter, this creates that stock level and reloads the form so that you're ready to add more.
Continue scanning until you've added all of your assets, then click Cancel to go back to the product page.
What's the difference between the asset number and the serial number?
The asset number is your internal identifier for this asset. The serial number is the manufacturer's serial number.
The asset number forms the barcode number.
Can I set a barcode for bulk and non-stock products?
Sure you can! Edit your product to add a barcode for bulk and non-stock. The barcode for bulk and non-stock products is for all stock levels of that product.
Can I import stock levels?
Absolutely. This is especially handy if you've lots of asset numbers that you need to add at once.
Check out: Import a complete product