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

Click Add
Enter Part Number
Enter Part Description (this description will appear on Invoices, etc.)
Enter Long Description, if desired
Select a Category if categories are utilized
Enter Manufacturer
Enter Drawing Number if using blueprints
Rev displays current revision from Revisions Tab
Enter UPC
Enter GL Group

The GL Group(s) that an invoice for this part will apply to.

10. Dimensions

Weight
Length
Width
Height

11. In Stock Qty automaticaly adjusted when receiving in parts and fulfilling customer orders

12. Enter Unit Desc

13. Enter Minimum Stock of quantity to always be in stock (for reordering)

14. Displays Locations of where parts are stocked

15. Enter Ctry of Origin of where the part came from

16. Enter Tariff Code

The code that is used for International Sales codes from teh United States International Trade Commission. rever to the Harmonized Tariff Schedule of the United States for this information.

17. 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.

18. Lead Days indicates the number of days needed to order and recieve the part from the supplier

19. Enter Cubic Feet if applicable

20. Enter Guage</b? if applicable

21. Enter Count Per Qty is 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.

22. Enter Color of part, if applicable
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
Enter Company in Quote to

Enter Company in Ship to if different from Quote to

Enter Ship Via if preference

Enter Customer PO

Enter SalesPerson, if applicable

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
Search to find specific Pick List

Print Pick List

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