Stock Control

• When you take delivery of stock, you need to enter the quantity into IDG-Trade using the Stock screen (e.g. received 100 x 1500 pipe bends)

• As an example, you use 10 of them in a job

• You enter that you used 10 x 1500 pipe bends in the Materials Used screen for that job

• The system will now show that there are 90 units left (in the stock screen)

• You can also set a minimum number of units for a stock item (in the stock screen). If it goes below this quantity, a report will show what needs to be reordered. There is also another report that shows what is on order. 

How the Stock Control system works:

• Enter all materials and labour needed for the job in the Quote Breakdown area. This will give you:

  • a trade price (and therefore minimum price) for the job, and 

  • a recommended price to charge the customer. 

  • of course, you can ignore all this and quote whatever price you want.

• You write the quote and send it to a customer

• If your quote is accepted, you start the job and enter all the materials and wages that you use. From this:

  • you can compare what you quoted against what you actually used

  • you will have an up-to-date accurate projected profit at a given time

  • entering the materials at this stage also updates the stock control system.

• You also have a complete invoice / receipt system here too (access to overdue invoices etc)

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