The Item ID is an alphanumeric relationship to a specific SKU within the inventory system.
The Item ID can be changed, and the system retains all historic information. The system prompts the user to retain the "old" Item ID that is stored within the Lookup By listing.
Item Type describes different types of inventory (i.e. stock vs non-stock). Further details are available within "Types of Inventory". Comment Item Type will print a comment without any quantity or price on the invoice.
Item Type can not be edited if there is stock on hand for an item.
Matrix
An item can be defined as Serial (Serialized numbers), Cut pieces, Board foot, Weight, or Distinct. The CPM must be set to Mxt Qty. Once an item is defined to be Serial with items in inventory, it can not be changed back to None. If Serial is selected, the Decimals field is dropped. Cut Pcs items will be prompted for the dimensions to calculate the price when sold. Board Ft will add the Bd Ft field to the item screen. The total board feet of the item can then be entered. The MBF, thousand board feet, for the item will then be displayed and printed on the invoice. For Weight items, the Gross and Tare weights will be entered to calculate the Net weight for the retail price. Distinct item types will not be combined or summarized with like items on an invoice. If the Item Type is "Coupon," you can change the Matrix to the type of coupon you want (Percent off or Dollar off).
Note: Matrix can not be edited if there is stock on hand for an item.
The TA ID field contains the cost of the currently selected item. If you reverse the sequence of the item's cost, the digits to the left of the two alpha characters indicate the cents portion of the cost reversed. The digits to the right of the alpha characters indicate the reversed dollar value of the item.
TA ID
Actual Cost
71LD0
$0.17
83KH01
$10.38
Why, you say? From the main menu, select the Inventory (F4) button within theShortcut area of the screen. Inventory information will appear, but it will not include cost information. This will allow a sales clerk to freely review the inventory module with a customer without disclosing cost information.
This area shows item quantities related to Service Tickets (WIP), Sales Orders (Allocated), Purchase Orders (On Order), shelf quantity (On-hand) and shelf quantity - allocated (Available).
WIP Qty
WIP (Work in Process) is the quantity of the item used in a service ticket that has not yet been invoiced. When an item is placed on a service ticket, the on-hand quantity is reduced, and the item is added to the WIP quantity. When the service ticket is invoiced, the item is removed from inventory, and the WIP quantity is adjusted. You can view the service tickets containing this item by double-clicking on the WIP Qty field.
Allocated
Allocated is the quantity of the item placed on open sales orders. You can view the sales orders containing this item by double-clicking the Allocated field.
On Order
The quantity s represented in this field at the current stocking unit. You can view the purchase orders on which this item is placed by double-clicking the On Order field.
Red Font in the On Order Field
If the On Order field shows a red zero, the system contains two or more purchase orders which net total of zero.
In the example below, PO number 75 contains an order for 50 units while PO number 82 - a Return PO - contains a return of 50 units. The net total of the current purchase order activity will be zero. When the total of purchase orders and return purchase orders equal zero, the system will display a red zero in the On Order field. Double clicking on the field will display the list of purchase orders.
A more detailed list of open purchase orders is available within the Reports | On POs.
On Hand
On Hand is the total quantity from the shelf and warehouse locations.
Available
The Available quantity is the current On-hand less the Allocated (Sales Order) quantity.
The location field indicates the physical location within the store. Typically, aisles are assigned a location code (A1,A2, B1, B2, etc...), and the inventory is assigned to this location by entering the location code in this field.
The IC tabs contain detailed information and settings regarding specifications, pricing, and available vendors for each item. For detailed information on the IC tabs, see IC Tabs.
This opens a "quick order" screen. The oldest open pre-PO for the primary vendor is automatically selected as the PO on which to place the item. Clicking New PO places the item on a new pre-PO for the primary vendor.
The Adjust Qty (quantity) allows the used to adjust the quantity of the item by posting either a receipt, issue or physical count of the item thus altering the on-hand level of the current item.
