System Data Stock Types
Table Of Contents
Introduction
Stock Types allow you to categorise stock items within Khaos Control using a hierarchical structure of up to four levels.A well-planned Stock Type structure makes it easier to:- Find stock items quickly.
- Add products to sales orders.
- Analyse sales performance.
- Report on product categories.
- Organise large product ranges effectively.
Stock Types use a parent and child relationship. A stock type can only belong to one parent type, but a parent type can contain multiple child types.For example:
Level Example Level 1: Type Type Paperback Level 2: Type Fiction Level 3: Mid Type Historical Level 4: Sub Type George MacDonald Fraser
Using this structure, selecting the final Sub Type from the Stock Types Menu would display all paperback historical fiction books written by George MacDonald Fraser.
Stock Types allow you to categorise stock items within Khaos Control using a hierarchical structure of up to four levels.
A well-planned Stock Type structure makes it easier to:
- Find stock items quickly.
- Add products to sales orders.
- Analyse sales performance.
- Report on product categories.
- Organise large product ranges effectively.
Stock Types use a parent and child relationship. A stock type can only belong to one parent type, but a parent type can contain multiple child types.
For example:
| Level | Example |
|---|---|
| Level 1: Type Type | Paperback |
| Level 2: Type | Fiction |
| Level 3: Mid Type | Historical |
| Level 4: Sub Type | George MacDonald Fraser |
Using this structure, selecting the final Sub Type from the Stock Types Menu would display all paperback historical fiction books written by George MacDonald Fraser.
Important Notes
- Level 1: Type Types and Level 2: Types are mandatory.
- Stock items can only be assigned directly to:
- Level 2: Types
- Level 4: Sub Types
- Designing Stock Types is one of the most important parts of setting up Khaos Control. Investing time in creating a logical structure will make reporting and stock management easier in the future.
- Your Stock Type structure can evolve over time and does not need to be fully defined from day one.
- For guidance on using more than two levels, see How To: Define Stock Types when using more than Two Levels.
- Level 1: Type Types and Level 2: Types are mandatory.
- Stock items can only be assigned directly to:
- Level 2: Types
- Level 4: Sub Types
- Designing Stock Types is one of the most important parts of setting up Khaos Control. Investing time in creating a logical structure will make reporting and stock management easier in the future.
- Your Stock Type structure can evolve over time and does not need to be fully defined from day one.
- For guidance on using more than two levels, see How To: Define Stock Types when using more than Two Levels.
Level 1: Type Types
Level 1 represents the highest level of stock categorisation.This level acts as a grouping category and does not contain stock items directly.
Level 1 represents the highest level of stock categorisation.
This level acts as a grouping category and does not contain stock items directly.
Level 1 Grid
Field Description Description The name of the Type Type. EPOS Desc An abbreviated description used by Khaos Control's Electronic Point of Sale (EPOS) functionality. (Optional) Order Controls the display order within reports and the Stock Types Menu.
| Field | Description |
|---|---|
| Description | The name of the Type Type. |
| EPOS Desc | An abbreviated description used by Khaos Control's Electronic Point of Sale (EPOS) functionality. (Optional) |
| Order | Controls the display order within reports and the Stock Types Menu. |
Context Menu
Option Description Apply Value Range Applies the same value to all selected rows within the current column. Clear Selection Removes the current selection.
| Option | Description |
|---|---|
| Apply Value Range | Applies the same value to all selected rows within the current column. |
| Clear Selection | Removes the current selection. |
Level 2: Types
Level 2 is the first level at which stock items can be categorised directly.Each Type must be linked to a Level 1 Type Type.
Level 2 is the first level at which stock items can be categorised directly.
Each Type must be linked to a Level 1 Type Type.
Level 2 Grid
Field Description Description The name of the Type. EPOS Desc An abbreviated description used by EPOS. Type Type (Level 1) Links the Type to its parent Type Type. Press F4 to select from available options. Order Controls the display order within reports and the Stock Types Menu. Sale Nominal Allows sales values to be tracked for items within this Type by posting transactions to a specific nominal account. Purchase Nominal Allows purchases to be tracked for items within this Type by posting transactions to a specific nominal account. Ledger Type Previously used as a default ledger type on purchase invoices. This functionality has been superseded by the SPLedger. TAX Rate Sets the default VAT rate for stock items assigned to this Type. SO Qty Sets the default quantity added when stock items are selected on a sales order. Agent Commission % The commission percentage payable to agents linked to a sales order. Seasonal Marks newly created stock items within this Type as seasonal.
| Field | Description |
|---|---|
| Description | The name of the Type. |
| EPOS Desc | An abbreviated description used by EPOS. |
| Type Type (Level 1) | Links the Type to its parent Type Type. Press F4 to select from available options. |
| Order | Controls the display order within reports and the Stock Types Menu. |
| Sale Nominal | Allows sales values to be tracked for items within this Type by posting transactions to a specific nominal account. |
| Purchase Nominal | Allows purchases to be tracked for items within this Type by posting transactions to a specific nominal account. |
| Ledger Type | Previously used as a default ledger type on purchase invoices. This functionality has been superseded by the SPLedger. |
| TAX Rate | Sets the default VAT rate for stock items assigned to this Type. |
| SO Qty | Sets the default quantity added when stock items are selected on a sales order. |
| Agent Commission % | The commission percentage payable to agents linked to a sales order. |
| Seasonal | Marks newly created stock items within this Type as seasonal. |
SO Qty Notes
The SO Qty setting is not used when stock is added through:
The SO Qty setting is not used when stock is added through:
Agent Commission %
When an agent is selected on the [ Sales Order | Additional ] tab, commission can be calculated using this percentage.Commission information can be reviewed in Sub_Tab" target="_blank" rel="noopener noreferrer">[ Sales Summary | Sale Source ].
When an agent is selected on the [ Sales Order | Additional ] tab, commission can be calculated using this percentage.
Commission information can be reviewed in Sub_Tab" target="_blank" rel="noopener noreferrer">[ Sales Summary | Sale Source ].
Context Menu
Option Description Apply Value Range Applies the same value to all selected rows within the current column. Clear Selection Removes the current selection.
| Option | Description |
|---|---|
| Apply Value Range | Applies the same value to all selected rows within the current column. |
| Clear Selection | Removes the current selection. |
Level 3: Mid Types
Level 3 provides an additional level of categorisation between Types and Sub Types.This level is optional and is linked to Level 2 Types.If you are using a three-level hierarchy, this level is not used.
Level 3 provides an additional level of categorisation between Types and Sub Types.
This level is optional and is linked to Level 2 Types.
If you are using a three-level hierarchy, this level is not used.
Level 3 Grid
Field Description Description The name of the Mid Type. Type Links the Mid Type to its parent Level 2 Type. Press F4 to view available Types. EPOS Desc An abbreviated description used by EPOS.
| Field | Description |
|---|---|
| Description | The name of the Mid Type. |
| Type | Links the Mid Type to its parent Level 2 Type. Press F4 to view available Types. |
| EPOS Desc | An abbreviated description used by EPOS. |
Context Menu
Option Description Apply Value Range Applies the same value to all selected rows within the current column. Clear Selection Removes the current selection.
| Option | Description |
|---|---|
| Apply Value Range | Applies the same value to all selected rows within the current column. |
| Clear Selection | Removes the current selection. |
Level 4: Sub Types
Level 4 provides the most detailed category level available.If you are using a three-level hierarchy, this becomes the final category level.Stock items can be assigned directly to Sub Types.
Level 4 provides the most detailed category level available.
If you are using a three-level hierarchy, this becomes the final category level.
Stock items can be assigned directly to Sub Types.
Level 4 Grid
Field Description Description The name of the Sub Type. Type Links the Sub Type directly to a Level 2 Type. Press F4 to select a Type. Mid Type Links the Sub Type to a Level 3 Mid Type. Press F4 to select a Mid Type. EPOS Desc An abbreviated description used by EPOS. (Optional)
| Field | Description |
|---|---|
| Description | The name of the Sub Type. |
| Type | Links the Sub Type directly to a Level 2 Type. Press F4 to select a Type. |
| Mid Type | Links the Sub Type to a Level 3 Mid Type. Press F4 to select a Mid Type. |
| EPOS Desc | An abbreviated description used by EPOS. (Optional) |
Important Note
A Sub Type can be linked to either:- A Level 2 Type, or
- A Level 3 Mid Type
It cannot be linked to both.
A Sub Type can be linked to either:
- A Level 2 Type, or
- A Level 3 Mid Type
It cannot be linked to both.
Context Menu
Option Description Apply Value Range Applies the same value to all selected rows within the current column. Clear Selection Removes the current selection.
| Option | Description |
|---|---|
| Apply Value Range | Applies the same value to all selected rows within the current column. |
| Clear Selection | Removes the current selection. |
Best Practice
Before creating your Stock Types, consider how you want to report on your products.A well-designed structure should make it easy to answer questions such as:- Which product categories generate the highest sales?
- Which manufacturers or brands perform best?
- What stock ranges require replenishment?
- Which product groups should be promoted?
Keep categories broad at higher levels and increasingly specific at lower levels.
Before creating your Stock Types, consider how you want to report on your products.
A well-designed structure should make it easy to answer questions such as:
- Which product categories generate the highest sales?
- Which manufacturers or brands perform best?
- What stock ranges require replenishment?
- Which product groups should be promoted?
Keep categories broad at higher levels and increasingly specific at lower levels.