Inventory File

This opens the POS Grid, from which you can select an item for viewing in the inventory file.

The item description field allows up to 70 characters to describe the product.  Further information can be placed within item notes.

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.

 

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.

creates a duplicate of the item under a new item ID 

 

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.

  

 

Why, you say?  From the main menu, select the Inventory (F4) button within the Shortcut 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.

Select this option to not allow refunds for the selected item.

 

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.

 

 

 

 

You can print a label for the current item.

 

The Sales History button presents a sales summary for the current year of the selected item.

This opens the Item Sales report from the first of the previous month to the current date.

Upon closing the report, you can reenter the starting date and rerun the report if desired.

The Display Unit allows for the selection of the desired unit of measure as it relates to the on-hand quantity.

Lists the E-Catalog information for this item, if it is available.

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 Catalog Page field is used to indicate the page number where the current item is located in the manufacturer’s product catalog.

This field is used to designate the country in which the item was manufactured.

If the item belongs to a price book, you can select it from the dropdown menu and enter the sequence number.

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.