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Syncing Free Stock Items in Stock Items

Syncing Free Stock Items in Stock Items

You need to navigate to the left side panel of [Acumatica] and click on [Inventory] and then click on [Stock Items] under [Profiles].

Stock Items
Stock Items
  • Upon clicking you will be redirected to the Stock Items screen.
  • Click on [+] icon.
Stock Items
Stock Items
  • You need to create a new [Inventory ID].
  • Select the [Item status] from the drop-down.
  • You can add the [Description] about the created item.
Stock Items
Stock Items

GENERAL

  • You need to search for [Item class] from the existing options.
Item Class
Item Class

PRICE/COST

  • You must enter the price in [Default Price] field.
Price cost
Price/cost
  • Click on [Save].

Adding Quantity to the Stock Items

  • You must navigate to the left side of Acumatica and click on [Inventory] and then click on [Receipts] under [Transactions].
  • Click on [+] icon, then you will be redirected to Receipts screen.
Receipts
Receipts
  • Click on [+] icon under [Details] and search for the created [Inventory ID].
  • Enter the [Quantity].
  • Click on [Save].
  • Click on [Remove Hold].
Receipts
Receipts
  • Upon on clicking [Remove Hold] the [Reference Nbr.] will appear and [The Operation Completed] message will pop-up on the screen.
Receipts
Receipts
  • Upon adding the Quantity to the stock items, you must navigate back to stock items screen and click on [Related Items] tab to add the free item.
RELATED ITEMS

The Free items that you are supplying to the consumer with the parent item should be added under [FREE ITEMS].

  • Click on [+] icon.
  • Search for the [Inventory ID] from the existing stock items.
Related Item
Related Item
  • Upon selecting the stock items, the [Avail Qty] will appear on the screen.
  • Select the [Order Type] from the drop-down menu.
Order Type
Order Type
  • You must enable the [Active] radio button, then only the select free item will display in the sales orders screen.
  • Enter the [Quantity].
  • Enable the Check box for [Can Define Qty].
  • You must select the [Start] and [End] dates, for the offer to be valid.
  • The price of the selected free item will be displayed in the [Current Price] column.
Enable the Checkbox
Enable the Checkbox
  • Click on [Save].