Inventory Table
The main inventory maintenance function is where you define all the features for each inventory item you will use in your system. To make it easier to work with the high number of fields needed to store the data, the window has five pages:
The Information page contains the most relevant data for an item. Some data fields are informative while others can be change.
The Settings page contains supplemental information about your inventory item.
The Notes page is where you can optionally fill the notes for this item and notes for the location fields.
The Sales page shows the accumulated quantities and amounts for invoiced items for each month of the previous and current year.
The Prices page, is where you can easily setup your pricing policy for your Sales type inventory items.
Transfer Inventory
The Transfer allows you to transfer an inventory item into another inventory item, you can also transfer substitute items.
In the transfer window, you will have to specify the source inventory item (upper part of the window). Once you have selected your item with positive On-Hand, select the target inventory and add Comment and Reason.
In the transfer window, you will have to specify the source inventory item (upper part of the window). Once you have selected your item with positive On-Hand, select the target inventory and add Comment and Reason.
Inventory Forecast
This option allows you to manage the inventory at an optimum level, establishing suggested purchase order to vendors. Before executing the process, you should determine the following data for each item and read the description carefully so you can make a good decision for the values you are going to be using:
- Inventory Level
- Inventory Security
- Lead Time
- Order Frequency