Consumables In Savance
| Document Version | v.1 |
|---|---|
| Document Last Updated | 8/19/24 |
| Software Version Documented | v.10.1.4 |
Task/Problem Overview
This document will cover how Savance currently handles a “consumable” type item. A consumable type item is something that can be considered either a real item that is not sold to customers or something non physical item such as labor fees, rental charge etc.
How to set an item to Consumable
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Savance does not have an inventory type called Consumable, the closest we have to replicate similar behavior is the Misc Charge Type. Setting up an item as a Misc Charge item will make it so this item can be sold/bought, but never touch inventory.
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You can still create your product like normal with all the various other settings that you’d find within the item manager. The most important part is making sure the inventory type is set to Misc Charge so it does not touch inventory values.
Updating Revenue Account
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If you’d like for this specific consumable type to hit a specific revenue account instead of the standard miscellaneous account you can still change that within its Item Manager.
Selling Consumables
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Currently in Savance you are allowed to have a SO with just Misc Charge items on them if you wish. If a quote is converted with just misc charge items it will automatically mark the shipper as delivered and flag it to be invoiced asap. No picking necessary.
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If you’re selling a misc charge item on a SO mixed with regular items it will be added to the first shipper created.
Purchasing Consumables
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The reason you might make a PO with just misc charge items on it could be wanting to track the costs of items you purchase for your building and office supplies that will not be resold to your customers.
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Currently in Savance there is not a way to make a Purchase Order solely for misc charge items. The system will not allow you to convert an RFQ, but it will still allow you to create an RFQ with only misc charge items on it.
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Best practice currently to replicate this would be to enter an RFQ for reference (if necessary), then you can enter your AP bill without a PO so this way the bill can still be created and paid for. The RFQ would only be a reference that AP can refer to when making the bill without a PO.
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Select which ledger accounts you want this to hit for your expenses and then create a bill. You can then track that bill and pay for it like normal AP bills.
Workflow
