Inventory - Item Maintenance

 

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Inventory Maintenance is the process of defining the items that make up your inventory.

 

Entering Inventory

 

Inventory items (the products and/or services you sell) can be entered here or can be entered "on-the-fly" as needed.  The choice is yours.  Sometimes it is easier to enter the inventory with a product list in hand as opposed to having to lookup information each time you need to add an item.

 

To view your inventory items, select Inventory Maintenance from the Setup/File Maintenance menu.  The Inventory Maintenance/Selection Table is displayed.

 

KwikSlsInventoryMaintenanceTable1

 

Inventory items can be viewed in sequence by any column.  Select the list box header and "toggle" it for the desired alpha-numeric sort sequence [+] or [-].

 

Items can be added or modified by pressing the Insert button to add a new item or point to an item and then press the Change button to view or modify data for the selected item.  In both cases the Inventory Maintenance Form is displayed.

 

The Inventory Maintenance Form is a multi-tabbed form with data sort under the tabs.  Select a tab to view the data sorted on/by that tab.

 

Inventory Maintenance Form:

KwikSlsInventoryMaintenanceForm1

 

 

The form displays the unique item number, the item description, category, unit of measure, unit cost, list price, sales tax indicator, quantity on hand, bin number (storage location), and the status of this record.  The prompts for the various fields are self-explanatory. 

 

Category allows you to group your items.  Check the sales tax box if sales tax applies to this item.

Remember the ButtonSelect1 button is used for quick lookups and selection. 

 

Status:  KwikSlsInventoryStatusBox1

Active: Tracked for useage and re-order by the system.

Non-Stocked: Not Tracked for useage and re-order by the system. 

Inactive:  In stock and tracked but not for re-order. 

Control: Items as special "control" inventory item for use by the system. 

 

Accounts

 

The Accounts displays the revenue, expense (cost of goods), and inventory accounts to be used when the system is applying transactions of this item to General Ledger.

 

Extended Description

 

The Extended Description displays a page where an extended text description can be added for this item.  The extended description is printed on the invoice when this item is sold.