Manual:Inventory: Difference between revisions

Jgerard (talk | contribs)
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Jgerard (talk | contribs)
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==Inventory==
==Inventory==
'''Inventory Screen'''  
'''Inventory Screen'''  
:- '''Menu Location:''' Inventory / Inventory
:'''Menu Location:''' Inventory / Inventory
:Tabs
:Tabs
::*Main – main inventory item demographics
::*Main – main inventory item demographics
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::*If inventory is tracked by serial, then indicates how much of that lot is in stock
::*If inventory is tracked by serial, then indicates how much of that lot is in stock
'''Inventory Entry'''
'''Inventory Entry'''
:- '''Menu Location:''' Inventory / Inventory
:'''Menu Location:''' Inventory / Inventory
::1. Click Add  
::1. Click Add  
::2. Enter Part Number
::2. Enter Part Number
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:::*Used if internal part number is different from manufacturer part number
:::*Used if internal part number is different from manufacturer part number
'''Inventory Transaction'''
'''Inventory Transaction'''
:- '''Menu Location:''' Inventory / Inventory
:'''Menu Location:''' Inventory / Inventory
::Automatically fulfilled when shipment or receipt is generated
::Automatically fulfilled when shipment or receipt is generated
::Manual entry can be done when adjusting inventory manually
::Manual entry can be done when adjusting inventory manually
'''Quote'''
'''Quote'''
:- '''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 Company in Quote to
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::*Copy Quote – copy quote to start a new quote with same information
::*Copy Quote – copy quote to start a new quote with same information
'''Pick List'''  
'''Pick List'''  
:- '''Menu Location:''' Inventory / Pick List
:'''Menu Location:''' Inventory / Pick List
:Once an Inventory Order is entered a pick list can be created
:Once an Inventory Order is entered a pick list can be created
:#Search to find specific Pick List
:#Search to find specific Pick List