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Inventory Setup Process

Inventory Module>Systems Configuration>Inventory setup

 

 This is where inventory items are created

General Details Tab

Inventory Code:Code to create a stock item or edit the existing one

Category:Category to select the category from the drop drop-down arrow

Description:Description to enter a short item description

Long Description:Description to enter detailed description of the inventory item then save the details added so that other functions could be visible.

Primary Image:Image to select the image uploaded from attachment

Priority Level:Level to select priority level form the drop down arrow

Group code:code to select group code from the drop down arrow

Auto Resize Image:Image to change the size of the image

More Details Tab:Tab more details on the item

General:General to enter general inventory item information

Default Supplier: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:Measurement to select unit of measurement from the drop down arrow

VAT Type: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:Override to select the overriding level and enter the valid date of the pricing

Serial Number:Number to activate serial number only for serial number items

Pricing Levels Tab:Tab shows the pricing details of the item

Attachment Tab:Tab allows the user to load attachments related to the item

Custom Fields Tab:Tab to select the category from the drop down arrow

Bill of Material Tab: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

Save

Specbutton: to save specs

Spec Tab:Tab to add the specifications of the item and has five buttons

Reload Spec button:button to reload the spec

Preview Spec button:button allows the user to preview the spec

Export to PDF:PDF to export the spec onto a PDF file

Show Sample shows the sample of the text

button:Savesthe current form

More Details 2 Tab:Tab show the dimensions of the inventory item

Branches button:button Shows the various branches added

Costs button:button Shows the costs for the selected Inventory Item

Warehouses button:button Shows the warehouses associated with that Inventory Item

Suppliers’ button

Suppliers’ button: Shows the suppliers associated with that Inventory Item

Save

Close button: Closes the current form