📘 Introduction to stock items (items you purchase)

Help docs & tutorials Stock items
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Apologies for the slow response, Paul.

This is coming soon for products, please see the feature request - Default HS/Commodity codes and weights on products. There’s not been a request for this on stock items before, but it sounds like a good suggestion - please request it :+1:

Stock item expense accounts (for when purchasing and as set on a stock item) can be set on a per-type basis in the accounting integration settings section of “Expense accounts”, to save needing to set it on a per-item basis. You only need to set it on the actual stock item if you wish to override the account set for its type. You can also specify them on a per-sub-type basis from within Stock items → Tools & options → Stock item sub-types.

For selling a guest beer, it must be set on each product, as there are no defaults for selling accounts (yet, but feel free to request it).

I presume you’re asking about the stock item drop-down when managing a purchase order or inventory receipt. If so, then it does (roughly) do what you’re asking for already - the item selector will show:

  • All stock items which are linked to the applicable supplier
  • All stock items which are not linked to any supplier at all

If a stock item is linked to a different supplier from who you’re generating a PO/IR for, then it will not be shown in the drop-down. If you’re seeing items that you don’t want to see, then you’ll need to link them to their applicable supplier. It works this way to allow specifying which supplier you get an item from to be optional (as otherwise, it wouldn’t be possible to ever add an item to a PO/IR if a supplier wasn’t set).

If we can help with anything else, please let us know.