Inventory Functions Drop Down

Branches

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Webshop Ext ID

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Job Employee Schedule

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Linked Items

Inventory Module> Configuration> Inventory Setup> Properties Tab

The primary functionality of this feature is to establish links between items.

You can connect related items, creating a web of relationships within the system.

This is particularly beneficial when dealing with interconnected stock items that require a hierarchy stracture

To do this you need to go to inventory item setup, and select an item you want to link items to.

Go to properties then linked items. 

Select the item you want to link on the drop-down then click save. You can link as many as you want. 

To utilize the Linked Items Hierarchy feature, follow these steps:

1. Navigate to the "Functions" drop down menu.
2. Select "Linked Items" from the drop down.

This will lead you to the dedicated section where you can view the linked items and the hierarchical relationships between them.

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Endophyte Type1

This feature allows you to easily modify and tailor fact lists based on their specific needs.

To add facts to fact groups:

Go to Inventory Module> Configuration> Endophyte Type 1

• Click, Add to create a new fact entry
• Create a fact list
  
• Save the information.

To access the Endophyte Type1/ Fact list

Go to 

1. Inventory Module
2. Configuration
3. Edit the Inventory Item you want to add the Endophyte Type1 to
4. Functions drop down
5. Select Endophyte Type 1 from the drop down.

The system processes the information and dynamically categorizes it under Predicted and Facts.

Access the details to view short information about the marked facts.

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Family Tree

Family tree allows you to create and manage relationships among different items.

Inventory Module > Configuration> Item Setup> Edit Inventory Item>Functions Drop Down> Family Tree

When creating a family tree item, you have the option to specify whether it is male or female. This is crucial for biology.

The family tree structure allows you to create multiple levels of relationships.

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Accessories

You can now activate accessories and Bulk offer

You can also manage accessories from this screen 

You can also import or export accessories from this screen

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RFQ Links

RFQ stands for Request for Quotes.

You can now search for RFQs under an item.

Instead of the person having to look for the RFQ separately, when they are viewing the item, they can see all the RFQs that were sent to the suppliers

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Customer Item Codes 

This function is used by a customer who orders stock from you and on-sells it to their customers

Therefore, the customer would request to use their own code for a specific item

So the customer item codes are the item codes that the client uses to sell to their customers

You can add multiple customer codes to one item

When printing an invoice use a fixed layout and it will display both your code and the customer's code

This will allow the customer to match the codes on their side

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Bill of Materials

A Build kit is essentially a bill of material (BOM) that can be edited on the fly when added to transactions.

The build kit has 3 components to it:

1. A stock item, which is a BOM item
2. A Bill of Material Recipe
3. A Custom item which is the build

Setting Up BOM Item

Go to Inventory Module> Configuration> Inventory Setup

Click Add

Enter an Item code

Enter a Description

If you use group codes, for categorization and sales mapping, select the respective group code.

Since this is a Bill of Material (BOM) item that you, merely setting up for the Build recipe, and you are not going to be purchasing this item, you can tick the Hide from Purchases Box

Also, if most of your builds are customized and the standard BOM item is likely not to be sold then you can tick the Hide from Sales Box

Click Save

You will be prompted to enter a cost and selling price

Enter the selling price

You do not have to enter a cost price, since the cost price will be made up of the individual components

Click the Functions drop down

Select Bill of Materials

Tick the Bill of Material activation box 

This sets the item as a BOM resultant item

Click save and close

To set up the Bill of Material (BOM) recipe click here

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LabTests

Lab tests get populated through the lap module

Go to Inventory Module> Configuration> Item Setup

Double-click on a stock item to open

Then select the functions drop down and Lab test

The screen below will appear with nothing on the tests and sample grid

Search	Search for a list of tests or samples
View Result	View test and sample progress
Print Grid	Print information on the grid
Tests Tab	Shows lists of tests and progress
Sample Tab	Shows list of samples and status

To create a test lab go to 

Lab Module> Activity> Samples

Click on New Sample

Add Debtor, Description and a sample you would like to test

Once complete click Save

Then click on test Tab

After clicking on the test tab click Add

The screen below will appear select the test template from the drop down then click save 

After clicking save click start to open up the greyed-out tabs

and when you click on the test tab you will see that the test is now running 

Once complete you can return to the lab test screen under the inventory module to see your test list 

Go back to the functions and click on the lab test you will see under a test tab that one test has been created

You can have multiple tests of the same stock item

And the test has been created for one sample if you click under the sample tab