The CHARISMA Stock Control module provides a practical and effective method of controlling movements of goods incorporating many features for improved stock management. Batch traceability for ISO9000 can be managed using the optional module. Features include:

• Up to 250 character product description. 10 lines of 25 characters can be printed on all documents.
• FIFO, average or latest cost. All main stock costing methods are catered for.
• Product data page. A full screen of information can be held against each product.
• Powerful stock search facilities. Fast and comprehensive search on all or part of the stock code or description plus search facilities on customers' part numbers, suppliers' part numbers, catalogue part numbers and catalogue page.
• Multi-location. Up to 75 different stock locations may be set up to cater for multiple branches or warehouses. Stock availability at different locations can be displayed during sales order entry.
• Multi-binning. Stock control can be maintained at bin level providing greater accuracy and allows for a single product to be located in several bins.
• Alternative product look-up. Instantly displays other products as substitutes.
• Supplier performance analysis. Analyses the performance of suppliers against early/late deliveries and under/over deliveries.
• Global price update. Price changes by percentage or value on a range of products, by product group or by supplier can be set up in advance updating the price files on a specified date.
• Commodity codes. Allows for tariff codes to be set up for EEC VAT - Intrastat.
• Multiple selling price/discount. Very flexible and comprehensive pricing structures. Prices and discounts can be tailored to meet individual requirements.
• Re-order verification/shopping list. Provides on-screen suggested re-order list based on re-order levels, product usage and outstanding purchase orders with the option to confirm or amend before creating purchase orders on suppliers.
• Purchase orders on supplier via fax. Orders on suppliers can be faxed direct from CHARISMA using the optional FaxBox system.
• Supplier discounts. Details of normal discounts received from suppliers held on-file. All suppliers terms and lead times can be viewed for a given product on one screen to aid with purchasing decisions.
• GRN - Goods Receipt notes. A record of each receipt of goods (GRN) is held on the system. Incoming invoices from suppliers can be matched on screen to the relevant GRN. Discrepancies can result in the system adjusting the stock cost or raising a debit note against the supplier.
• Bill of materials/kitting. Bill-of-materials can be created with up to 5 levels of sub-assemblies and is fully compatible with CHARISMA's batch traceability and multi-binning options. Make up and where used enquiries can be accessed from the sales desk for standard kits and one off special kits can also be created during sales order processing. To save time on simple kitting processes the bill of materials can be printed on the picking note and components can be automatically allocated from order entry and transferred when invoiced. A component replacement facility exists to change a superseded component across all kits in one process.
• Ancillary costing. Enables a more accurate costing of incoming goods by adding ancillary charges, often forgotten, but that should be reflected in the stock value and profitability providing greater accuracy i.e. freight, duty, transport costs and packaging etc.
• EDI - Electronic Data Interchange. EDI is available as an option with CHARISMA enabling the electronic transmission of purchase orders direct to the supplier via recognised network providers such as Tradernet, Easylink etc.
• Alternative suppliers. Displays suppliers of a given product including price, discount, lead time and comments.
• WIP facility for subcontracting. Allows for the automation and control of products sent to outside subcontractors (e.g. re-packaging, plating, re-working).
• Stock file update from supplier disks. Supplier catalogues on disk can be used to create and maintain stock records and pricing from Lukins, Curtis Holt Toolbank and many others.
• Sophisticated enquiries. Wide range of reports and on screen analysis for stock control and purchasing.
• Minimum order values. CHARISMA will warn the operator when closing a purchase order which has a value below the supplier's minimum.
• Auto-back order release. On receipt of goods from a supplier CHARISMA can automatically release the delivery notes for customers with back orders.
• Reorder and minimum levels. Reorder, minimum and maximum levels can be set for each product to assist in purchasing decisions. The reorder and minimum levels can be automatically adjusted based on product usage and the supplier's lead time.
• Stock transfers. To control the requisitioning and transfer of stock between locations/branches.
• ABC analysis. The ABC categorisation can be set and adjusted based on criteria selected by the user.
• Rebate control. Rebates offered by suppliers can be managed through CHARISMA with the ability to reflect the proposed rebate in the stock profitability with controls for the unpaid rebate maintained in the nominal ledger.
• Bar coding. Various bar coding facilities are available including a facility for stock taking.
• Stock diary. This function plots the sales and purchase orders in the system to highlight when a future stock shortage may occur.

• Fully integrated to both sales and purchase ledgers, CHARISMA stock control provides the heart of an efficient order processing system.

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