Manual:Inventory

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 Category if categories are utilized

• Fill in remaining pertinent fields pertaining to your company’s inventory

6. Suppliers/Customers Part#

• Used if internal part number is different from manufacturer part number

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

Once an Inventory Order is entered a pick list can be created

1. Search to find specific Pick List
2. Print Pick List
3. Once Picked, click Create AR Invoice(button)

Inventory Reports

• Price List Report
• Inventory Reorder
• Physical Inventory Worksheet
• See Insight Reporting for all available Inventory reports