Presidio has two primary classifications for items (paper/materials) used in Estimating, Job Control, PO and Inventory: Non-Stock and Stock. Here is a summary of each:
Non-Stock items are associated with a specific vendor. These items can be added to the Presidio database individually or by importing an Excel spreadsheet. Non-Stock items are essentially a vendor's product catalog. Items can be added to an Estimate to calculate specific pricing, then ordered by way of a PO requisition when an Estimate becomes a Job. Non-Stock items do not require use of the Inventory module and are not tracked in Inventory. Non-Stock items are generally ordered for a specific job.
- Non-Stock Items are associated with a specific vendor
- Non-Stock Items can be added to Estimates
- When an Estimate with a Non-Stock Item is converted to a Job it can automatically create a PO Requisition (requires PO module)
- When a Non-Stock item on a PO is received the cost is immediately posted to the Job
Stock items are items tracked by the Inventory module. These are frequently used "house" items that are kept on hand for use on future jobs. Stock items can be generally defined (80# Gloss Text) or defined as a specific brand (80# Endurance Gloss Cover). Stock items must be associated with an Operation. Once an item is defined it can be received, reserved and withdrawn to a job.
- Stock Items are defined in the Inventory module
- Stock Items track On Hand, Available, Reserve, Requisition and On Order counts and values
- Stock Items can be reserved for a specific job
- Stock Items must be withdrawn to a job to post cost
Vendor Stock Items
Once a Stock item is defined, one or more vendor items can be associated with the stock item. This is typically done if a Stock item is defined as a generic item and several different vendor items can be used interchangeably to restock the item. This essentially converts a vendor's Non-Stock item to a Vendor Stock Item.