Manual:Inventory: Difference between revisions

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[[Category:Applications]]

Config screens here (hyperlinks to Screens).

==Screens==

{{#dpl:

category=Inventory

|columns=3

|namespace=Screens

|shownamespace=false

|ordermethod=title

|order=ascending

|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>

}}

==Configuration==

==Utilities==

==Reports==

--------------------------------------------------------------

==Inventory==

~~'''~~Inventory Screen~~'''~~

=== Inventory Screen ===

:- '''Menu Location:''' Inventory / Inventory

'''Menu Location:''' Inventory / Inventory

:Tabs

::*Main – main inventory item demographics

::*Main – main inventory item demographics

::*Assembly – parts assembly for inventory item

::*Assembly – parts assembly for inventory item

::*Process – displays operations attached to inventory record

::*Process – displays operations attached to inventory record

::*Product Builder ~~Def~~ – product builder for inventory item

::*Product Builder – product builder for inventory item

::*Substitutions – product substitutions allowed for inventory item

::*Substitutions – product substitutions allowed for inventory item

::*Revisions – records revisions to inventory item

::*Revisions – records revisions to inventory item

::*Serial Entry – displays serial numbers for inventory item

::*Serial Entry – displays serial numbers for inventory item

::*Images – displays/stores images for inventory item

::*Images – displays/stores images for inventory item

::*Locations – In-Stock Breakdown (different warehouse/locations)

::*Locations – In-Stock Breakdown (different warehouse/locations)

::*POS – Point-of-Sale information for Inventory Item

::*POS – Point-of-Sale information for Inventory Item

::*Inv Tran History – displays history for inventory item

::*Inv Tran History – displays history for inventory item

::*Current Activity – displays open orders and open pick lists containing inventory item

::*Current Activity – displays open orders and open pick lists containing inventory item

::*Other History – displays production run history

::*Other History – displays production run history

:Buttons (Main Tab)

::*Create ~~Adjustment~~

::*Create Adj

:::*Used when inventory is off after physical count

::*Location ~~In-Stock Breakdown (~~different ~~warehouse~~/locations)

::*Move (Location of inventory breakdown at different warehouses/locations)

::*Recalculate Prices

:::*Used to move inventory from one location to another

::*Update Orders ~~(updates~~ existing orders in system if prices are recalculated)

::*Recalculate Prices

::*Print UPC ~~(prints~~ barcode from UPC field)

:::*Adjusts the price levels based on changes in markup, discount, or last cost

~~::*If inventory is tracked by serial, then indicates how much of that lot is in stock~~

::*Update Orders

~~'''~~Inventory Entry~~'''~~

:::*Updates existing orders in system if prices are recalculated

:- '''Menu Location:''' Inventory / Inventory

::*Print UPC

~~::1.~~ Click Add

:::*Prints barcode from UPC field

~~::2.~~ Enter Part Number

~~::3.~~ Enter Part Description (this description will appear on Invoices, etc.)

=== Inventory Entry ===

~~::4.~~ Enter Long Description, if desired

'''Menu Location:''' Inventory / Inventory

~~::5.~~ Select Category if categories are utilized

#Click Add

:::*~~Fill~~ in ~~remaining pertinent fields pertaining~~ to ~~your company’s inventory~~

#Enter Part Number

::6. ~~Suppliers~~/~~Customers Part#~~

#Enter Part Description (this description will appear on Invoices, etc.)

:::*~~Used~~ if ~~internal~~ part number is different from ~~manufacturer~~ part number

#Enter Long Description, if desired

#Select a Category if categories are utilized

#Enter Manufacturer

#Enter Drawing Number if using blueprints

#Rev displays current revision from Revisions Tab

#Enter UPC

#Enter GL Group

::*The GL Group(s) that an invoice for this part will apply to.

:11. Dimensions

::*Weight

::*Length

::*Width

::*Height

:12. In Stock Qty

::*Automatically adjusted when receiving in parts and fulfilling customer orders.

:13. Enter Unit Desc

:14. Enter Minimum Stock

::*Quantity to always be in stock (for purposes of reordering).

:15. Displays Locations of where parts are stocked

:16. Enter Ctry of Origin of where the part came from

:17. Enter Tariff Code

::*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. Reserve Qty

::*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. Lead Days

::*Indicates the number of days needed to order and receive the part from the supplier.

:20. Enter Cubic Feet if applicable

:21. Enter Gauge if applicable

:22. Enter Count Per Qty

::*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 Color of part, if applicable

:24. Inventory Location Breakdown displays the quantity in stock at each location.

:25. In Stock by Lot/Serial# displays the quantities in stock by serial number.

:26. Price/Costs The Retail Price is entered here. Price Levels can be set at different markups and discounts (applied from the last cost of the unit).

:27. Extra Shipping can be applied to the unit.

:28. Sales Price/Start Date/End Date displays the sale price of the unit and when the sale starts and ends.

:29. Quantity Pricing shows minimum quantity of part to be purchased or special quantity pricing.

:30. Suppliers/Customers Part# shows the different suppliers for the part, their part number, and minimum order quantity, if applicable.

:31. Markup Group 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. Cost Change Price 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. Last Cost Date 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 Company in Quote to

:#Enter Company in Ship to if different from Quote to

:#Enter Ship Via if preference

:#Enter Customer PO

:#Enter SalesPerson, if applicable

:#Enter items in Quote Lines

::::a. Enter Type

::::b. Enter Quantity

::::c. Enter Unit Price and tab through

::::d. If Tax Exempt, uncheck box

::::e. Click Save

: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

@@ Line 1: / Line 1: @@
+[[Category:Applications]]
+Config screens here (hyperlinks to Screens).
+==Screens==
+{{#dpl:
+category=Inventory
+|columns=3
+|namespace=Screens
+|shownamespace=false
+|ordermethod=title
+|order=ascending
+|format=<ul class="list-3-columns">,<li>[[%NAMESPACE%:%TITLE%|%TITLE%]],</li>,</ul>
+}}
+==Configuration==
+==Utilities==
+==Reports==
+--------------------------------------------------------------
 ==Inventory==
-'''Inventory Screen'''
+=== Inventory Screen ===
-:- '''Menu Location:''' Inventory / Inventory
+'''Menu Location:''' Inventory / Inventory
 :Tabs
-::*Main – main inventory item demographics
+::*<b>Main</b> – main inventory item demographics
-::*Assembly – parts assembly for inventory item
+::*<b>Assembly</b> – parts assembly for inventory item
-::*Process – displays operations attached to inventory record
+::*<b>Process</b> – displays operations attached to inventory record
-::*Product Builder Def – product builder for inventory item
+::*<b>Product Builder</b> – product builder for inventory item
-::*Substitutions – product substitutions allowed for inventory item
+::*<b>Substitutions</b> – product substitutions allowed for inventory item
-::*Revisions – records revisions to inventory item
+::*<b>Revisions</b> – records revisions to inventory item
-::*Serial Entry – displays serial numbers for inventory item
+::*<b>Serial Entry</b> – displays serial numbers for inventory item
-::*Images – displays/stores images for inventory item
+::*<b>Images</b> – displays/stores images for inventory item
-::*Locations – In-Stock Breakdown (different warehouse/locations)
+::*<b>Locations</b> – In-Stock Breakdown (different warehouse/locations)
-::*POS – Point-of-Sale information for Inventory Item
+::*<b>POS</b> – Point-of-Sale information for Inventory Item
-::*Inv Tran History – displays history for inventory item
+::*<b>Inv Tran History</b> – displays history for inventory item
-::*Current Activity – displays open orders and open pick lists containing inventory item
+::*<b>Current Activity</b> – displays open orders and open pick lists containing inventory item
-::*Other History – displays production run history
+::*<b>Other History</b> – displays production run history
 :Buttons (Main Tab)
-::*Create Adjustment
+::*<b>Create Adj</b>
 :::*Used when inventory is off after physical count
-::*Location In-Stock Breakdown (different warehouse/locations)
+::*<b>Move</b> (Location of inventory breakdown at different warehouses/locations)
-::*Recalculate Prices
+:::*Used to move inventory from one location to another
-::*Update Orders (updates existing orders in system if prices are recalculated)
+::*<b>Recalculate Prices</b>
-::*Print UPC (prints barcode from UPC field)
+:::*Adjusts the price levels based on changes in markup, discount, or last cost
-::*If inventory is tracked by serial, then indicates how much of that lot is in stock
+::*<b>Update Orders</b>
-'''Inventory Entry'''
+:::*Updates existing orders in system if prices are recalculated
-:- '''Menu Location:''' Inventory / Inventory
+::*<b>Print UPC</b>
-::1. Click Add
+:::*Prints barcode from UPC field
-::2. Enter Part Number
-::3. Enter Part Description (this description will appear on Invoices, etc.)
+=== Inventory Entry ===
-::4. Enter Long Description, if desired
+'''Menu Location:''' Inventory / Inventory
-::5. Select Category if categories are utilized
+#Click <b>Add</b>
-:::*Fill in remaining pertinent fields pertaining to your company’s inventory
+#Enter <b>Part Number</b>
-::6. Suppliers/Customers Part#
+#Enter <b>Part Description</b> (this description will appear on Invoices, etc.)
-:::*Used if internal part number is different from manufacturer part number
+#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

Manual:Inventory: Difference between revisions

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