Manual:Inventory

Screens

• Assets
• Bank Info
• Inventory
• Inventory Adjustments Batch
• Inventory Cross Reference
• Inventory Forecast
• Inventory Receipt
• Inventory Set Reorder Levels
• Inventory Shipment/Pick List
• Inventory Transactions
• Inventory-Assembly
• Inventory-Production Process
• Markup Price Group
• Person
• Physical Inventory Adjustment
• Quote
• Serial/Lot Number
• Shipment
• Unassigned Inventory Receipts
• Unassigned Inventory Shipments

Inventory

Inventory Screen

Menu Location: Inventory / Inventory

Tabs

• Main – main inventory item demographics
• Assembly – parts assembly for inventory item
• Process – displays operations attached to inventory record
• Product Builder – product builder for inventory item
• Substitutions – product substitutions allowed for inventory item
• Revisions – records revisions to inventory item
• Serial Entry – displays serial numbers for inventory item
• Images – displays/stores images for inventory item
• Locations – In-Stock Breakdown (different warehouse/locations)
• POS – Point-of-Sale information for Inventory Item
• Inv Tran History – displays history for inventory item
• Current Activity – displays open orders and open pick lists containing inventory item
• Other History – displays production run history

Buttons (Main Tab)

• Create Adj

• Used when inventory is off after physical count

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

• Used to move inventory from one location to another

• Recalculate Prices

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

• Update Orders

• Updates existing orders in system if prices are recalculated

• Print UPC

• Prints barcode from UPC field

Inventory Entry

Menu Location: Inventory / Inventory

1. Click Add
2. Enter Part Number
3. Enter Part Description (this description will appear on Invoices, etc.)
4. Enter Long Description, if desired
5. Select a Category if categories are utilized
6. Enter Manufacturer
7. Enter Drawing Number if using blueprints
8. Rev displays current revision from Revisions Tab
9. Enter UPC
10. 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

1. Enter Company in Quote to
2. Enter Company in Ship to if different from Quote to
3. Enter Ship Via if preference
4. Enter Customer PO
5. Enter SalesPerson, if applicable
6. 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

1. Search to find specific Pick List
2. Print Pick List
3. 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