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Re: Accounting for sample stock

Hi Brian,

There are various ways to achieve this. I'd suggest that if you are not using trade prices you set the trade price of these 'give away' products to have no markup. Then when raising orders for these give aways you mark the order as a trade order. This will reprice each product to what you have set for your trade price.

Hope this helped.

Re: Accounting for sample stock

Good tip but unfortunately I am using trade pricing as well as retail and cost. The only way I have figured out so far is to negative enter a purchase order (so as to balance the stock), but this is a bit messy, any other ideas?

Re: Accounting for sample stock

Ok, next method would be to manually set the price of each 'give away' product to zero.

When you give items away your company isn't buying the product from yourself it just isn't making any money / is losing money. This method will only work well if you already have a purchase order raise for your original purchase of these 'give away' items.

Re: Accounting for sample stock

Again, nice idea but doesn't work. I have to be able to raise a cost inventory for give aways for accounts, this way results in everything coming out at £0.00 cost

Re: Accounting for sample stock

Right, running out of options to suggest.

Try this, setup an order type called 'Give Away' in 'Tools > Options > Orders & Quotes > Order Types'. Then each order that contains give away items can then be tracked through various reports in 'Reports > Finance'.

Other than this I can't think of another way of tracking give away products in the current version.

Re: Accounting for sample stock

Thanks John, you've been more than helpful, I just wanted to make sure I wasn't missing anything obvious, I think the negative purchase order is my fastest best bet.