INVENTORY - Access / List Functionality

Understand the dynamic link between your Inventory, Customers and Vendors through Sales Orders and Purchase Orders which allows rapid access to quantities and statistics as well as future material or product requirements. 

 

• Access
  • Text Menu

             

• • Web Access - Tools > Server Admin (with limited functionality)

         

         

• •    Module List                                 

 

 

• Inventory List Functionality
  • Refresh to load any Inventory that may have been posted by another user since last refresh and that may not be displaying on this list
  • Inventory List Functionality:
    •  Filters
      • click Filters 
      • choose from the All or Any drop-down menu
      • select from the list of fields to set the criteria (ie: Average Margin %)
      • select from the operators ie: ‘is’, ‘is not’, etc - this operators list changes based on the field selected in the previous step (ie: ‘is less than’)
      • enter the criteria information (ie: ‘20.00’)
      • if desired click to add a line of criteria
      • to remove the criteria line, click
      • make any column adjustments (see Column Customization)
      • select   Filters for save options:

                                  

• • • • • Save as default - this filter will load when viewing Inventory
        • Remove default to remove the previously set default Filter
        • Save filter if you are making changes to a previously saved Filter
        • Save filter as… will allow you to name the Filter with the following settings:
          • give this filter a name

                                           

• • • • • • select User if this filter will be used by you only
          • select Company if it is to be accessed by all users accessing this Company
          • Show in module list:                                                   

• • • • • • Save column state if you have removed or added columns, or have sorted the list by one of the columns
          • click OK
          • the new Filter is also accessible in the Filter menu:
        • click on the Filters button to release the current filter to see entire list or start a new filter
  • Icon Menu Customization

• • • hover over the Icon Group handle until you see
    • drag the Icon Group to where you want it
  • Column Customization

• • • drag and drop columns for desired positioning
    • right-click on any column heading to identify which columns you wish to see

• • Column Sort / Search - click on any column heading to sort the list by that column

• • • further narrow your search by just typing (see the green letters typed here) and the list will highlight the closest match, in currently sorted column 

• • - type any character(s) into the field and the list will narrow to only records containing the character(s) typed, somewhere in the details

• •  Export Inventory Items - see INVENTORY - Export
  • open an Inventory record and use the Navigate buttons to page through Inventory items in the list, filtered or not filtered, in order of the current column sort 

• •   Edit Inventory Item(s) - see Inventory - Edit
  •  Delete Inventory Item
    • select Inventory item(s) from list and click Delete (item will not delete if there are any quantities On Hand, Committed, Backordered or On Order)

• • Print reports (see Reports ) on the selected lines from the filtered or unfiltered list (see Filters above)
  •  Copy from the selected Inventory Item to a new Item - see Inventory - Add New Item
  • Print Labels for item(s) selected
    • establish quantity - default uses On Hand Qty or:
      •  Set Quantities to 1 for each item listed
      •  Set Quantity to BOH (Balance On Hand)
    • note the Total Labels
    • identify how many Blank Labels to skip before printing (for laser sheets)
    • click Print
    • select which Label(s) you want from the Reports list

• • Adjust Inventory items selected - see Inventory - Adjust
  • create a new Count worksheet for the selected item(s) - see Inventory - Physical Count
  • Transfer selected item(s) from one Warehouse to another - see Inventory - Warehouse Transfer
  • Sell - create a new Sales Order for the item(s) selected - see Add Sales Order
  • Purchase - create a new Purchase Order for the item(s) selected - see Add Purchase Order
  • Requisition the selected item(s) - see Purchase Orders - Requisitions
  • Inventory List Context Menu - right-click on any line(s) in the list:

                   

 

See also

• Inventory Movement Tab
• Inventory Sell Prices