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 Def – 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 Adjustment

• Used when inventory is off after physical count

• Location In-Stock Breakdown (different warehouse/locations)
• Recalculate Prices
• Update Orders (updates existing orders in system if prices are recalculated)
• Print UPC (prints barcode from UPC field)
• If inventory is tracked by serial, then indicates how much of that lot is in stock

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