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QUICK CARD 25 - Torex

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www.torex.com<br />

<strong>Torex</strong> Petroleum &<br />

Convenience<br />

Knightshayes<br />

Park Five Business Park<br />

Harrier Way, Exeter,<br />

Devon, EX2 7HU<br />

T: +44 (0) 800 413021<br />

F: +44 (0) 1392 445<strong>25</strong>7<br />

info@torex.com<br />

www.torex.com<br />

<strong>Torex</strong> Training | Petroleum & Convenience<br />

<strong>QUICK</strong> <strong>CARD</strong> <strong>25</strong><br />

UNDERSTANDING THE STOCK <strong>CARD</strong>.<br />

Once a stock card is set up the information needs to be kept up to date to enable accurate<br />

ordering and reporting. Much of the information in a stock card is automatically entered from<br />

the pos and other routines or procedures within Prism.<br />

Below details what information is held in the stock card and where the information comes from.<br />

• Select Stock on the main Prism menu<br />

• Select Item Maintenance<br />

• Select Amend Item<br />

• Search for stock item<br />

Exit stock card, saves<br />

any changes made<br />

Only displayed if item is<br />

on promotion.<br />

When selected will show<br />

detail of the promotion<br />

item is in.<br />

Allows a stock item to be<br />

moved to a different<br />

sales heading.<br />

Note this may determine<br />

the items vat rate.<br />

Displays the last 5 weeks<br />

sales history of the item,<br />

and average sales. This<br />

is updated each time a<br />

pos/iridium shift capture<br />

is completed.<br />

Solutions & support that enhance the value of your business.<br />

© <strong>Torex</strong> Retail Holdings Limited 2010. All rights reserved. <strong>Torex</strong> and other <strong>Torex</strong> trademarked<br />

names or brands are trademarks or registered trademarks of <strong>Torex</strong> Retail Holdings Limited<br />

and/or its subsidiaries in the United States and/or other countries. All other trademarks<br />

mentioned herein are recognised as trademarks of their respective owners.<br />

Exit stock card, without saving<br />

changes<br />

Marks a stock card including all<br />

associated barcodes for deletion<br />

(individual barcodes can be<br />

deleted see below)<br />

It is necessary to perform a<br />

POS/iridium stock update before<br />

the item will disappear from<br />

system.<br />

Note: Stock item will not be removed<br />

from system until it reaches a stock<br />

level of 0. An item with a negative<br />

stock level will not be deleted.<br />

Shows pack cost, size and order<br />

code details for any number of<br />

suppliers. When processing<br />

product updates this information<br />

is updated for that supplier only.<br />

Add additional Supplier:<br />

Select Supplier<br />

Select Add, Chose supplier from list<br />

Enter:- Supplier code, Pack size,<br />

Pack cost.<br />

This section reports on the stock<br />

movement history of the selected<br />

stock item for month including<br />

losses, margins and values. No<br />

manual entry can be made in this<br />

screen.<br />

Products may have more than one barcode, i.e. a price<br />

marked item,<br />

Adding additional barcode:<br />

• Select Barcode<br />

• Select Add<br />

• Enter the following:-<br />

• Additional barcode<br />

• Enter Description (if left blank, description will be taken<br />

from main file)<br />

• Enter Retail Price<br />

• If Price Marked item ensure the box is checked<br />

• Select Update, Exit<br />

Up to 99 additional barcodes can be added.


www.torex.com<br />

<strong>Torex</strong> Petroleum &<br />

Convenience<br />

Knightshayes<br />

Park Five Business Park<br />

Harrier Way, Exeter,<br />

Devon, EX2 7HU<br />

T: +44 (0) 800 413021<br />

F: +44 (0) 1392 445<strong>25</strong>7<br />

info@torex.com<br />

www.torex.com<br />

<strong>Torex</strong> Training | Petroleum & Convenience<br />

<strong>QUICK</strong> <strong>CARD</strong> <strong>25</strong><br />

UNDERSTANDING THE STOCK <strong>CARD</strong>.<br />

Solutions & support that enhance the value of your business.<br />

To select a different item without exiting<br />

from the screen, use Select Item button<br />

and choose a new item using the usual<br />

search criteria.<br />

Each of the headings Purchases,<br />

Transfers, Sales and Losses can be<br />

selected for further information, and<br />

within each heading there is the option<br />

to ‘drill down’ to detailed item movement<br />

level. At this point you have options to<br />

print the information.<br />

Previous months can be found in<br />

Reports →dry stock →Item analysis<br />

screen.<br />

Future price changes can be set up in this section. I.e. for locally supplied<br />

goods where supplier sends list of price changes.<br />

• Select Add, type in the new retail price<br />

• Type in effective date and Update<br />

• For temporary price changes. Select Add, again, put in the price<br />

the item will return to and effective date,<br />

Update:<br />

Note a pos stock update must be done on the day the price change<br />

is effective to send to till.<br />

© <strong>Torex</strong> Retail Holdings Limited 2010. All rights reserved. <strong>Torex</strong> and other <strong>Torex</strong> trademarked<br />

names or brands are trademarks or registered trademarks of <strong>Torex</strong> Retail Holdings Limited<br />

and/or its subsidiaries in the United States and/or other countries. All other trademarks<br />

mentioned herein are recognised as trademarks of their respective owners.<br />

Once the price change<br />

has been sent to the<br />

pos the entry in this<br />

screen will be deleted.<br />

If Future Retail Price<br />

Changes are used<br />

the main screen<br />

displays a warning.<br />

If you are receiving product updates from your supplier that contain promotional price change<br />

information, when you select to update the item from the product update the information is<br />

stored in this screen until the effective date.<br />

Other quick cards and User Guides can be found at www.torex.com/pcresources

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