Stock management by unit/parts

Stock management by unit/parts

Number of Parts per Unit – Explanation and Usage

The number of parts per unit is an important aspect of stock management when a product is sold in portions. It helps determine how stock is adjusted when portions of a product are sold.

In Kleek, the recording of such specific stock items can be done in various ways — you can choose the method that best fits your operations.

Alert
⚠️ Important: You can select the unit of measurement that suits your needs. For example, if you use liters or deciliters, make sure this unit is consistent with how the related products are configured and recorded.

Stock Entry Example

Let’s walk through an example:
Suppose you purchase 20 bottles of red wine (7.5 dl each) for 250 CHF and sell glasses of red wine (1 dl each). Each glass sold represents a fraction of a bottle.
  1. Bottle purchase price: 250 CHF
  2. Stock quantity: 20 bottles of red wine
  3. Volume per bottle: 7.5 dl
  4. Volume per glass: 1 dl

1) Calculate Number of Glasses per Bottle

To find out how many glasses can be served from a single bottle:
  1. Formula: Volume of a bottle ÷ Volume of a glass
  2. Example: 7.5 dl ÷ 1 dl = 7.5 glasses
So, one 7.5 dl bottle can serve 7.5 glasses of wine.

2) Stock Entry for Bottles

Enter the bottles in stock as follows:
  1. Entry type: Unit stock entry
  2. Purchase price per bottle: 250 CHF (optional)
  3. Quantity to add to stock: 20 bottles of red wine
  4. Total parts/unit value: 5'000 CHF (representing the total value of the 20 bottles)

3) Linking Glasses to Bottle Stock

Next, define how many parts of a bottle are used for one glass.
  1. Calculation: 1 bottle ÷ 7.5 glasses = 0.13 part per glass (approx.)
Here’s how to record this information:
  1. Access your products: Go to “My Data” > “Products/Formulas”
  2. Edit the item "red wine glass 1 dl": Find the relevant product and click the pencil icon to edit.
  3. Add the composition:
    1. Go to the “Cost/Stock” tab and locate the “Composition” section.
    2. Select the corresponding bottle (e.g., "red wine 7.5 dl").
    3. Enter the number of parts to deduct per sale, here 0.13 per glass.