Inventory Functions Drop Down

Branches 

 

 

 

 Webshop Ext ID 

 

 

 

 Job Employee Schedule 

 

 

 

 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: 

 

 Navigate to the "Functions" drop down menu. 

 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. 

 

 

 

 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  

 

 Inventory Module 

 Configuration 

 Edit the Inventory Item you want to add the Endophyte Type1 to 

 Functions drop down 

 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. 

 

 

 

 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. 

 

 

 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 

 

 

 

 

 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 

 

 

 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 

 

 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: 

 

 A stock item, which is a BOM item 

 A Bill of Material Recipe 

 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 

 

 

 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