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Katie Burrows

Stock movement

SUGGESTED
Posted By

Is there a straight forward way of removing items from stock which are being given as FOC samples to customers?  I want to be sure that I am capturing the cost as a 'sample' and not as 'materials' COS.

Thanks!

Best

Katie

  • 0
    SUGGESTED

    Hi Katie,

    Thanks for using Sage City.

    You can post a Write off (WO) transaction to record stock that has been given away as a free sample. To post this go into Products and services > Returns > drop WO - Write off into the Type column when entering the line in the Returns screen.

    A WO transaction decreases the quantity in stock.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul
    Sage UKI

  • 0 in reply to Paul Morgan

    Hi Paul

    Thanks for the answer.  Can i ask how that affects the finance side of things though?  Does it move the cost of those stock items from purchases to a Write Off nominal code?  Is there a report option which will give me the cost of the write offs?

    Best

    Katie

*Community Hub is the new name for Sage City