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== | ||
=== Inventory Screen === | === Inventory Screen === | ||
'''Menu Location:''' Inventory / Inventory | '''Menu Location:''' Inventory / Inventory | ||
:Tabs | :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 – 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) | :Buttons (Main Tab) | ||
::*Create Adj | ::*<b>Create Adj</b> | ||
:::*Used when inventory is off after physical count | :::*Used when inventory is off after physical count | ||
::*Move (Location of inventory breakdown at different warehouses/locations) | ::*<b>Move</b> (Location of inventory breakdown at different warehouses/locations) | ||
:::*Used to move inventory from one location to another | :::*Used to move inventory from one location to another | ||
::*Recalculate Prices | ::*<b>Recalculate Prices</b> | ||
:::*Adjusts the price levels based on changes in markup, discount, or last cost | :::*Adjusts the price levels based on changes in markup, discount, or last cost | ||
::*Update Orders | ::*<b>Update Orders</b> | ||
:::*Updates existing orders in system if prices are recalculated | :::*Updates existing orders in system if prices are recalculated | ||
::*Print UPC | ::*<b>Print UPC</b> | ||
:::*Prints barcode from UPC field | :::*Prints barcode from UPC field | ||
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'''Menu Location:''' Inventory / Quote | '''Menu Location:''' Inventory / Quote | ||
:Similar to entering an order, but starts as a quote | :Similar to entering an order, but starts as a quote | ||
:#Enter Company in Quote to | :#Enter <b>Company</b> in <b>Quote to</b> | ||
:#Enter Company in Ship to if different from Quote to | :#Enter <b>Company</b> in <b>Ship to</b> if different from Quote to | ||
:#Enter Ship Via if preference | :#Enter <b>Ship Via</b> if preference | ||
:#Enter Customer PO | :#Enter <b>Customer PO</b> | ||
:#Enter SalesPerson, if applicable | :#Enter <b>SalesPerson</b>, if applicable | ||
:#Enter items in Quote Lines | :#Enter items in Quote Lines | ||
::::a. Enter Type | ::::a. Enter <b>Type</b> | ||
::::b. Enter Quantity | ::::b. Enter <b>Quantity</b> | ||
::::c. Enter Unit Price and tab through | ::::c. Enter <b>Unit Price</b> and tab through | ||
::::d. If Tax Exempt, uncheck box | ::::d. If <b>Tax Exempt</b>, uncheck box | ||
::::e. Click Save | ::::e. Click <b>Save</b> | ||
:Buttons | :Buttons | ||
::*Create an Invoice – create invoice from current displayed quote | ::*Create an Invoice – create invoice from current displayed quote | ||
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=== Pick List === | === Pick List === | ||
'''Menu Location:''' Inventory / Pick List | '''Menu Location:''' Inventory / Pick List | ||
: | :From the Order Screen the pick list is created | ||
:#Search to find specific Pick List | :#Search to find specific Pick List | ||
:#Print Pick List | :#Print Pick List | ||
:#Once | :#Once items are physically picked, click Create AR Invoice(button) | ||
=== Inventory Reports === | === Inventory Reports === | ||
:* Price List Report | :* Price List Report | ||