Inventory Management

Overview

This document will cover how to create and edit existing inventory items as well as managing your Local and Master Inventory.

You can bring up the Inventory Management section by choosing Inventory -> Inventory Management -> Manage Inventory from the menu. You have a number of different inventory management options..

Item Manager

Create New Inventory Item

Hit the Item Manager option to bring up the Inventory Lookup window. Hit the New button.

The Inventory Wizard will appear and you will be given the option to choose Inventory Type, either Inventory or Inventory Master.

Make your selection and hit Ok. You should then see the Item Manager display with all of its fields empty. You can key in a UPC Symbol, Part Number, and Description. Select a MFG Code and Type. Hit the button next to UPC Symbol to auto-generate a unique UPC code. Once you hit the next button, the item is created. You are then able to modify the rest of the fields for the item.

Next, you will enter your Item Settings:

• Package Qty 2 - this is how many either the vendor makes you purchase in a package or quantity.

• Weight - this is how much the product weighs

• Obsolete - you can mark this item Obsolete so as soon as you no longer have availability you can no longer order or purchase it.

• COO - the country of origin

• Comments - this is you wish to add a comment to the item Internally.

• Warehouse Msg - this is if you wish to have a warehouse message added to the item that will print on pick tickets etc.

• Choose if the item is Taxable or Non Taxable

• Asset Account - this is where you will choose which ledger account to assign this product to.

Next is the Selling tab,

Here you will set any Selling preferences you wish to for this item.

• Selling Qty - this is how much you must sell at the time it’s purchased on an order.

• Selling Qty. Enforcement - this will enforce the qty listed above and will not allow users to choose another qty of the item when selling.

• Selling Cost - you can choose how your selling cost will be configured

• Selling Units - here you will choose whether this item is sold in eaches, 100’s, etc.

• Discount Code - if you wish to assign a discount code to this item only

• Include in profit if the line item as zero cost - if you wish to show you made a 100% profit on this item if you have the cost set to $0.

Next, you will set your Purchasing preferences for this item.

• Purchase Units - you can set if you can buy these items in eaches, 100’s, etc.

On the next screen, you can choose what to update about this item if you were to include in an import

After you hit Next, you will come to the Pricing & Cost screen. Here you will assign/verify your pricing profile and override any sell prices or cost.

To override a price listed, just highlight the field and right-click to select Override. If you wish to change the pricing profile entirely, highlight the profile name field and right-click to select ‘Set Price Profile’ and choose from one of your existing profiles.

Once you hit Next, you will be in the Warehouse screen. Here you can add the product to additional warehouses and override item-level pricing for this based on the warehouse.

To add an additional warehouse just select +Add Warehouse and choose from your existing warehouses.

The next tab is Classifications, here you can select a Product type and any additional vendor information that applies to this item, including any UD (User-Define) classifications you configured.

The Next tab is groups. Here you can add this product to an already existing or create a new Inventory Group with this item. To add just select the + Add and the Inventory Groups screen will appear.

The next screen is the Product Info, here you can add additional descriptions, assign Alias, Substitution, and Complimentary part numbers.

The final screen is Notes, here you can enter any notes that may pertain to this item. These notes will appear on the right-hand navigation to view internally.

Edit New Items

When you need to edit an item’s information you will begin by going to Inventory > Inventory Manager > Item Manager and search for the item you wish to edit.

Once you’ve selected the item you wish to edit, use the following tabs to update any information.

The following Tabs are available:

• Inventory - this tab will allow you to update descriptions, vendors, settings, and pricing & costs.

• Warehouse - this tab will allow you to update and add any new warehouse locations, as well as set Inventory Control system values.

• Product Info - this tab will allow you to add or assign Aliases, Substitutions, or Complementary Part Numbers.

• Kitting - this tab will allow you to adjust any information if this item is a part of a kit.

• Commodity - this tab will allow you to add or remove items from a commodity list if this was a commodity item type.

• Notes - this tab will allow you to enter any global notes about the item that can be seen internally.

• Valuation - this tab shows you the current valuation and costs for this specific item.

Once you’ve made any changes please make sure you save so your information will be updated.

Additionally, you can Retire, or Duplicate or Print a Label from the Actions button.

Mass Maintenance

In the menu, go to Inventory > Inventory Management > Mass Maintenance. From here, you have the options to Import From Master, Manage Master Inventory, and Manage Local Inventory.

Import From Master

From here, you can select a manufacturer code and search for part numbers or any other criteria that currently belong to your master inventory. The Search Results are displayed below. You can check and uncheck part numbers from here, and when you have selected everything that you want to import, hit the Proceed button.

On this screen, you are able to modify a number of different fields for these selected items. You can add a warehouse message, change the asset account, add the items to an item group and template, and change which column the cost/pricing values will use. Any values you change here will apply to all selected items. Once everything is all set, hit the Import Items button, and the import from master will be complete.

Manage Master Inventory

The Manage Master Inventory screen is very similar to the Import From Master screen you previously used. The only items that will be returned in a search are the items in your Master Inventory. You can make bulk changes and save them in the same manner. They just won’t be imported into your local inventory in the end.

Manage Local Inventory

Just like the Manage Master Inventory option, you can do the exact same things, except you will only see search results for items you already imported into your local inventory.