Inventory Setup Process
Inventory Module>Systems Configuration>Inventory setup
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This is where inventory items are created
General Details Tab
Inventory Code: to create a stock item or edit the existing one
Category: to select the category from the drop down arrow
Description: to enter a short item description
Long Description: to enter detailed description of the inventory item then save the details added so that other functions could be visible.
Primary Image: to select the image uploaded from attachment
Priority Level: to select priority level form the drop down arrow
Group code: to select group code from the drop down arrow
Auto Resize Image: to change the size of the image
More Details Tab: more details on the item
General: to enter general inventory item information
Default Supplier: to select the supplier form the drop down arrow. The supplier must be created in the Manage Suppliers window before they will appear on the Default supplier Drop Down list.
Unit of Measurement: to select unit of measurement from the drop down arrow
VAT Type: to select Vat type from the drop down arrow. Other information will be added according to user’s preference. The three fields above are important
Pricing Override: to select the overriding level and enter the valid date of the pricing
Serial Number: to activate serial number only for serial number items
Pricing Levels Tab: shows the pricing details of the item
Attachment Tab: allows the user to load attachments related to the item
Custom Fields Tab: to select the category from the drop down arrow
Bill of Material Tab: is for bill of material items
Activate bill of material - Please Note; only tick the Bill of Material box if this stock item will be the result of a manufacturing process. However this item can be a contributing item (recipe item) to another Bill of Material and in itself be a Bill of Material item.
The user can also have options to activate other fields by ticking the boxes on the right hand page
Spec Tab: to add the specifications of the item and has five buttons
Reload Spec button: to reload the spec
Save Spec button: to save specs
Preview Spec button: allows the user to preview the spec
Export to PDF: to export the spec onto a PDF file
Show Sample shows the sample of the text
More Details 2 Tab: show the dimensions of the inventory item
Branches button: Shows the various branches added
Costs button: Shows the costs for the selected Inventory Item
Warehouses button: Shows the warehouses associated with that Inventory Item
Suppliers’ button: Shows the suppliers associated with that Inventory Item
Save button: Saves the current form
Close button: Closes the current form