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Stock Settings

You can set default settings for your stock-related transactions from the Stock Settings page...

Item Naming By​

By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a set Naming Series, choose the 'Naming Series' option.

Defaults​

Default Item Group​

This will be the default item group allocated to a newly created item. Item groups are useful for classification and setting properties for the whole group. To know more visit the Item Group page.

Default Stock UOM​

The default unit of measure for stock is set as numbers (Nos), it can be changed from here.

Default Warehouse​

Set the default Warehouse from which the stock transactions are done. This will be fetched into the Default Warehouse in the Item master:

Sample Retention Warehouse​

This is the Warehouse where sample retentions are stored. To know more, visit this page.

Default Valuation method​

You can choose between FIFO (first in first out), LIFO (last in first out) or moving average valuation for your items. The default method is FIFO. If you select Moving Average or LIFO, new Items will be valuated on new method. You can change this when creating new Items in the Item form. Once the Item is saved, the Valuation Method cannot be changed. Read more here.

Limit Percent​

This is the percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units, Supplier sends 120 units and the percentage is set to 10% then you are allowed to receive 110 units. By default, this is set to 0.

Role Allowed to Over Deliver/Receive​

Users with this role are allowed to over deliver/receive against orders above the allowance percentage

Show Barcode Field​

A field to enter Barcode details for an item. If unticked, the field won't be visible in the Item form.

Convert Item Description to Clean HTML​

Usually, descriptions are copy-pasted from a website or Word/PDF file and they contain a lot of embedded styles. This messes up the Print view of your invoices or quotes.

To fix this, you can check \