Inventory Setup Process
Inventory Module>Systems Configuration>Inventory setup
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This is where inventory items are created
General Details Tab
| Inventory |
to create a stock item or edit the existing one |
| to select the category from the |
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| to enter a short item description | |
| Long |
to enter detailed description of the inventory item then save the details added so that other functions could be visible. |
| Primary |
to select the image uploaded from attachment |
| Priority |
to select priority level form the drop down arrow |
| Group |
to select group code from the drop down arrow |
| Auto Resize |
to change the size of the image |
| More Details |
more details on the item |
| to enter general inventory item information | |
| Default |
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 |
to select unit of measurement from the drop down arrow |
| VAT |
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 |
to select the overriding level and enter the valid date of the pricing |
| Serial |
to activate serial number only for serial number items |
| Pricing Levels |
shows the pricing details of the item |
| Attachment |
allows the user to load attachments related to the item |
| Custom Fields |
to select the category from the drop down arrow |
| Bill of Material |
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 |
to add the specifications of the item and has five buttons |
| Reload Spec |
to reload the spec |
| Preview Spec |
allows the user to preview the spec |
| Export to |
to export the spec onto a PDF file |
Show Sample shows the sample of the text
| More Details 2 |
show the dimensions of the inventory item |
| Branches |
Shows the various branches added |
| Costs |
Shows the costs for the selected Inventory Item |
| Warehouses |
Shows the warehouses associated with that Inventory Item |
| Suppliers’ button |
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Close button: Closes the current form