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 |
| 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 |