Track Source Materials

In enforePOS, you can link your Build to Order sales items to source materials. Source materials are usually materials that you did not make yourself, but that you have bought ready-made. For example, if you are making a cheeseburger, your source material is a burger bun. In this How-To, you will learn how to create a source material in enforePOS, assign it to a Build to Order sales item, and track its stock.

Create Source Material

To create a source material, proceed as follows:

1. In the POS menu, open Sales > Source Material.
   ⮕ The Source Material window opens.
2. Tap on in the upper right corner. 
3. Specify whether the material should have variants or not. In our example, we decide to use a source material without variants.
4. Enter the following information in the following window:
   
   • Name: enter the name of the source material here.
   • Brand: enter the brand of the source material here.
   • Article ID: enter the article ID of the source material here.
   • EAN: enter the EAN of the source material here.
   • Manufacturer: specify the manufacturer of the source material here.
   • Sales Types: enter the sales types of the source material here.
   • Assembly Locations: specify the assembly location of the source material here.
5. Confirm your entries with [Next].
6. Enter the following information in the following window:
   
   • Purchase Unit: set the purchase unit here.
   • Purchase Price/Unit: set the purchase price per unit here.
   • Available for Purchasing: activate this function if you want the source material to be available for purchasing.
   • Track Inventory: activate this function to track the inventory of the source material.

   Track Inventory is an important function. When you enable this function, the inventory of your source material adjusts when you sell your Build to Order sales items.

   • Tracking Unit: set the tracking unit here.
   • Display Unit: set the display unit here.
   • Supplier: specify the supplier for the source material here.
7. Confirm your entries with [Create].

Assign Source Material to a Build to Order Sales Item

To assign the source material to the Build to Order sales item, do the following:

1. From the POS menu, open Sales > Sales Items.
   ⮕ The Sales Items window opens.
2. Switch to the Build to Order tab. 
3. Choose your Build to Order sales item.
4. Tap on the Source Material tab. 
5. Tap on [+ Add Source Material].
6. In the Name field, type the source material you want to assign to the Build to Order sales item.
7. Tap on Enter quantity in the following window. 
8. Specify how many pieces of each source material are required for the Build to Order sales item (e.g. 1 pc).
9. Confirm your entries with [Complete].

Track Inventory of Source Material

To check the inventory of your source material, proceed as follows:

1. In the POS menu, open Sales > Source Material.
2. Select the source material whose inventory you want to view.
3. Tap on the Stock tab in the Details overview.
   Here you will see the current inventory of your source material. When you sell your Build to Order sales item, the inventory of your source material will automatically adjust.

Learn more...

• Overview - Create a Sales Item
• Overview Inventory List: View Stock
• Inventory Movements