Stock items edit screen

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To create a Default stock item:

1.On the Action ribbon, select Stock items (F12). The Stock item - List view - Default screen will be displayed.

2.Click on the New button. A blank Stock screen, Default stock item type is displayed:

3.Enter and select the following:

a)Stock code - Enter any code for your purchase stock item. You may enter a stock code of up to 15 characters.

You need to plan the Stock item codes to optimise this facility in TurboCASH.

b)Description - Enter a description for the purchase stock item.

c)Barcode - Enter the barcode, if applicable.

The EAN13 Barcode validates for 13 numbers (the last number is a checksum number). If the Barcode is incorrect, the labels will not be printed.

d)Manufacturer - You may enter any additional information or description of the manufacturer (e.g. the name of the manufacturer). This is optional.

e)Type - Default is the default stock item type.

The default stock item type is recommended for trading stock. If it is not trading stock, you may select one of the following stock types:

Financial entry


Sales (no stock)


Purchases (no stock)

In addition to the above-mentioned stock types, you may also select the following stock types:


oOption item

oOption item (no stock)

Bill of Materials (BOM)


oBOM (Production)

Linked Sale

Once a transaction has been processed for a stock item, this field will be disabled.

f)Unit size - Leave blank or select any unit e.g. each, hours, boxes, etc., which you wish to be displayed on your purchase documents. These Units of your Stock items such as: each, hours, boxes, etc., are setup in Setup →Stock information.

g)Disabled - By default, all Stock items are active (enabled) when Stock items are created or edited. Select this field if you (or any of your salespersons) do not want to process any documents for a Service Stock item. Select this field to hide the Stock item from the Stock item lookup when processing new documents. This will speed up document processing.

You will still be able to update (post) any unposted documents, which include transactions for the disabled Stock item, to the ledger.

You may select the disabled Stock items on the Stock item lookup when generating Stock, Sales analysis and Purchase analysis reports and view the transactions of disabled Stock items.

You may de-select this field at any stage, when necessary to continue processing documents for the Stock item.

h)Apply invoice discount - Do not select. This is applicable to debtor (customer / client) accounts, as the percentage customer discount is specified on the Accounting information tab - Action → Debtor.

i)Extra description - You may enter any additional information or description (up to 255 characters) for the stock item, as necessary. This is optional.

j)Reports - Stock group 1 / 2 - The reporting group to which you wish this service Stock item to be allocated.

The description of Stock group 1 or 2 you have entered on the "Reporting group name" field on the Stock groups tab on Setup → Groups may be reflected in this list.

k)Preferred supplier 1 - The main creditor (supplier) you purchase stock items from, may be selected. You may enter the supplier's stock code, if applicable.

l)Preferred supplier 2 - If you have a backup or alternative supplier, you may select the creditor (supplier) and enter the supplier's stock code, if applicable.

4.Click on the Ledger tab, if not already displayed.

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