Non-Stock Item Record Overview - Warehouse Inventory

Non-Stock Item Record Overview - Warehouse Inventory

Non-stock items differ from stock items in NEXGEN in that they are treated as one-off items that you do not keep on hand all the time. Additionally, because non-stock items are one-off purchases that are not routinely used, they do not need to be tied to a location in NEXGEN. For more information about non-stock items and how they differ from stock items, see this article.

Non-Stock Item Record

The non-stock item record is much less detailed than the stock item record. See below for more information.




Non-Stock Item Details Zone

The non-stock item details zone includes all of the historical data tracked for a non-stock item. Within this section you can see an item's description, model number, manufacturer, whether the item is active, the item's UOM, its vendor, its category, and its account number. For more information about the non-stock item important details zone, see the table below.

Field
Description
Can You Edit After You Create the  Item?
Account Number
Account Number associated with Item Yes
Active
Controls whether the item is active or not within the NEXGEN system
Yes
Category
Item's category
Yes
Description
Description of item
Yes
Item Name* 
Item name
Yes
Item Number*
Item number within NEXGEN system
Yes;  depends on autonumbering settings
Manufacturer
Item manufacturer
Yes
Model Number*
Item model number 
Yes
UOM*
Unit of Measure, how an item is received from an outside vendor (i.e. pack of 10, cubic yards, tons, dozen)
Yes
Vendor*
Item vendor
Yes
*Items marked with an asterisk must be entered when creating an item.

User-Defined Fields Zone - Non-Stock Item

Depending on your UDF customizations, your stock item record might have user-defined fields for you to enter. Below is an example of a UDF configured for an item. For more information on how to configure UDFs and how to add them to your item record, see this article.


Inventory Requisition Zone - Non-Stock Item

The Inventory Requisition zone allows you to view an item's requisition history. For more information, see below.



Column Description
Number Inventory requisition number
Requested Date requested
Needed Date needed
Total Cost Total cost of inventory requisition
Status Status of inventory 
Priority Inventory requisition priority

Work Order Zone - Non-Stock Item

The Work Order zone allows you to view work orders to which the non-stock item you are viewing is attached. See below for more information.




Column Description
Number Work order number
Date Date when work order was created
Task Main task associated with work order
Type Type of work order
Status Status of work order
Description Description for work order
Total Hours Total work hours associated with work order
Total Cost Total cost of item units issued for work order (the total cost associated with the item for all work orders shown is also calculated at the bottom right corner; the cost is bolded)

Purchase Orders Zone - Non-Stock Item

The Purchase Orders zone allows you to view purchase orders the non-stock item is attached to. For more information, see below.


Column Description
Number Purchase order number
Date Date when purchase order was created
Final Amount Final amount of all items received on purchase order
Status Status of purchase order
Priority Purchase order priority
Vendor Name Name of vendor associated with purchase order

Images Zone - Non-Stock Item

The Images zone allows you to view any images associated with your item. To add images, hover over the top left image box underneath your item number and click on the blue plus sign. Within the Images zone, you can delete photos associated with your item or change the item's default image.


Attachments Zone - Non-Stock Item

The Attachments zone allows you to view any attachments associated with your item. You can add new attachments, delete old attachments, and view current attachments through this zone. 

Comments Zone - Non-Stock Item

The Comments zone allows you to view, add, and edit comments on the item record. The comments section is an easy way to bring an item to a user's attention. Depending on your comment notification settings, users can be alerted through a bell notification, text, and/or email if they are tagged in a comment. Tagging someone requires you to type in the "@" sign and then their employee name. 

Add Non-Stock Items to Your Warehouse

To add non-stock items to your warehouse:
  1. From the NEXGEN dashboard, navigate to the Warehouse Inventory Module.
    1. Hover over the "Warehouse" icon on the left and then click on "Warehouse Inventory."
  2. Make sure the sidebar is visible if you cannot see it.
    1. To view the sidebar, click on the 3 gray lines at the top left of the screen.
  3. Click on "+ New."
  4. Click on New Non Stock
  5. Enter item information. Ensure the following information is entered to save the item record. For more information on each of the fields below, see Item Record Overview and Term Definitions - Warehouse Inventory.
    1. Item Number
    2. Item Name
    3. UOM
    4. UOM Sale
    5. Vendor
    6. Active (make sure it is selected)
  6. Click "Save."  Your item record should now be in your warehouse inventory.

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