Manual:Inventory: Difference between revisions
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==Inventory== | ==Inventory== | ||
=== Inventory Screen === | |||
'''Menu Location:''' Inventory / Inventory | '''Menu Location:''' Inventory / Inventory | ||
:Tabs | :Tabs | ||
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::*Print UPC (prints barcode from UPC field) | ::*Print UPC (prints barcode from UPC field) | ||
::*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 === | |||
'''Menu Location:''' Inventory / Inventory | '''Menu Location:''' Inventory / Inventory | ||
::1. Click Add | ::1. Click Add | ||
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::6. Suppliers/Customers Part# | ::6. Suppliers/Customers Part# | ||
:::*Used if internal part number is different from manufacturer part number | :::*Used if internal part number is different from manufacturer part number | ||
=== 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 === | |||
'''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 | ||
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::*Create Order – create an order from currently displayed order | ::*Create Order – create an order from currently displayed order | ||
::*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 === | |||
'''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 | ||
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:#Print Pick List | :#Print Pick List | ||
:#Once Picked, click Create AR Invoice(button) | :#Once Picked, click Create AR Invoice(button) | ||
=== Inventory Reports === | |||
:* Price List Report | :* Price List Report | ||
:* Inventory Reorder | :* Inventory Reorder | ||
:* Physical Inventory Worksheet | :* Physical Inventory Worksheet | ||
:* See Insight Reporting for all available Inventory reports | :* See Insight Reporting for all available Inventory reports | ||