View source for Manual:Inventory

[[Category:Applications]]
Config screens here (hyperlinks to Screens).

==Screens==
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|shownamespace=false
|ordermethod=title
|order=ascending
|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
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==Configuration==

==Utilities==

==Reports==


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==Inventory==
=== Inventory Screen ===
'''Menu Location:''' Inventory / Inventory
:Tabs
::*<b>Main</b> – main inventory item demographics
::*<b>Assembly</b> – parts assembly for inventory item
::*<b>Process</b> – displays operations attached to inventory record
::*<b>Product Builder</b> – product builder for inventory item
::*<b>Substitutions</b> – product substitutions allowed for inventory item
::*<b>Revisions</b> – records revisions to inventory item
::*<b>Serial Entry</b> – displays serial numbers for inventory item
::*<b>Images</b> – displays/stores images for inventory item
::*<b>Locations</b> – In-Stock Breakdown (different warehouse/locations)
::*<b>POS</b> – Point-of-Sale information for Inventory Item
::*<b>Inv Tran History</b> – displays history for inventory item
::*<b>Current Activity</b> – displays open orders and open pick lists containing inventory item
::*<b>Other History</b> – displays production run history
:Buttons (Main Tab)
::*<b>Create Adj</b>
:::*Used when inventory is off after physical count
::*<b>Move</b> (Location of inventory breakdown at different warehouses/locations)
:::*Used to move inventory from one location to another
::*<b>Recalculate Prices</b>
:::*Adjusts the price levels based on changes in markup, discount, or last cost
::*<b>Update Orders</b>
:::*Updates existing orders in system if prices are recalculated
::*<b>Print UPC</b>
:::*Prints barcode from UPC field

=== Inventory Entry ===
'''Menu Location:''' Inventory / Inventory
#Click <b>Add</b>
#Enter <b>Part Number</b>
#Enter <b>Part Description</b> (this description will appear on Invoices, etc.)
#Enter <b>Long Description</b>, if desired
#Select a <b>Category</b> if categories are utilized
#Enter <b>Manufacturer</b>
#Enter Drawing <b>Number</b> if using blueprints
#<b>Rev</b> displays current revision from Revisions Tab
#Enter <b>UPC</b>
#Enter <b>GL Group</b>
::*The GL Group(s) that an invoice for this part will apply to.
:11. Dimensions
::*Weight
::*Length
::*Width
::*Height
:12. <b>In Stock Qty</b>
::*Automatically adjusted when receiving in parts and fulfilling customer orders.
:13. Enter <b>Unit Desc</b>
:14. Enter <b>Minimum Stock</b>
::*Quantity to always be in stock (for purposes of reordering).
:15. Displays <b>Locations</b> of where parts are stocked
:16. Enter <b>Ctry of Origin</b> of where the part came from
:17. Enter <b>Tariff Code</b>
::*The code that is used for International Sales codes from the United States International Trade Commission. Refer to the Harmonized Tariff Schedule of the United States for this information.
:18. <b>Reserve Qty</b>
::*Specifies the quantity of this part that should always be in stock. For example, these parts may be required for production run purposes and should not be sold.
:19. <b>Lead Days</b>
::*Indicates the number of days needed to order and receive the part from the supplier.
:20. Enter <b>Cubic Feet</b> if applicable
:21. Enter <b>Gauge</b> if applicable
:22. Enter <b>Count Per Qty</b>
::*The amount of individual parts per unit. For example, one unit may be a pallet of 15 individual parts, making the count per unit 15.
:23. Enter <b>Color</b> of part, if applicable
:24. <b>Inventory Location Breakdown</b> displays the quantity in stock at each location.
:25. <b>In Stock by Lot/Serial#</b> displays the quantities in stock by serial number.
:26. <b>Price/Costs</b> The <b>Retail Price</b> is entered here. Price Levels can be set at different markups and discounts (applied from the last cost of the unit).
:27. <b>Extra Shipping</b> can be applied to the unit.
:28. <b>Sales Price/Start Date/End Date</b> displays the sale price of the unit and when the sale starts and ends.
:29. <b>Quantity Pricing</b> shows minimum quantity of part to be purchased or special quantity pricing.
:30. <b>Suppliers/Customers Part#</b> shows the different suppliers for the part, their part number, and minimum order quantity, if applicable. 
:31. <b>Markup Group</b> is applied if there is special pricing based on percentage. When a Markup Group is applied to a customer, the percentages are automatically calculated on customer orders as well as any quantity pricing discounts or minimum quantity requirements.
:32. <b>Cost Change Price</b> when checked will auto-update ("recalc inventory item") prices for the given inventory item when any inventory posting happens where the cost is changed.
:33. <b>Last Cost Date</b> is a stored value that displays the invoice date/time stamp of the last time the cost was updated (last inventory posting where cost was changed). See Field Help in Epiphany for more information.

=== Inventory Transaction ===
'''Menu Location:''' Inventory / Inventory
::*Automatically fulfilled when shipment or receipt is generated
::*Manual entry can be done when adjusting inventory manually
=== Quote ===
'''Menu Location:''' Inventory / Quote
:Similar to entering an order, but starts as a quote
:#Enter <b>Company</b> in <b>Quote to</b>
:#Enter <b>Company</b> in <b>Ship to</b> if different from Quote to
:#Enter <b>Ship Via</b> if preference
:#Enter <b>Customer PO</b>
:#Enter <b>SalesPerson</b>, if applicable
:#Enter items in Quote Lines
::::a. Enter <b>Type</b>
::::b. Enter <b>Quantity</b>
::::c. Enter <b>Unit Price</b> and tab through
::::d. If <b>Tax Exempt</b>, uncheck box
::::e. Click <b>Save</b>
:Buttons
::*Create an Invoice – create invoice from current displayed quote
::*Create Order – create an order from currently displayed order
::*Copy Quote – copy quote to start a new quote with same information
=== Pick List ===
'''Menu Location:''' Inventory / Pick List
:From the Order Screen the pick list is created
:#Search to find specific Pick List
:#Print Pick List
:#Once items are physically picked, click Create AR Invoice(button)

=== Inventory Reports ===
:* Price List Report
:* Inventory Reorder
:* Physical Inventory Worksheet
:* See Insight Reporting for all available Inventory reports