Inventory Item Search

Inventory > Configuration > Inventory Setup

In Inventory setup search, you will see two search tabs

Basic Search tab	searches for existing items based on system fields.
Custom Search tab	if you have setup custom fields in your inventory, you can search for the items using the custom fields linked.

Note: If you leave the fields blank it will bring back all Inventory codes which will be sorted in inventory code order alphabetically.

If you click on the column heads they will sort A-Z or Z-A.

Search Button	the search function will return Inventory Code records based on the search criteria entered.
Add Button	allows you to create an new Inventory item
Edit Button	allows you to edit an existing Inventory Code
Clone	clone an existing inventory code
Delete Button	allows you to delete an existing Inventory Code subject to certain rules
Inventory Overview button	provides an overview of all open transactions and quantity balances pertaining to the selected Inventory item
View Image	Displays an image of the item if one was uploaded
Functions drop down	allows you to update various settings on the items selected
Print Drop down	Allows you to print or export details of the items displayed in the grid based on search criteria selected.
Import & Export	allows you to import and export various item details, including master data, properties, bin locations.

Search options

Enter any of the fields, such as the item code or part of the item description to limit your search to a specific item or range of items.

Main tab	Displays basic information of the item within the grid
Cost Price tab	shows the item cost and selling price information of a selected item
Supplier Cost Price tab	shows various supplier cost prices of a selected item, including historic cost prices.
Stock Available tab	shows stock quantity levels of the item in various warehouses.
Serial Number tab	shows serial numbers for the selected item. This tab is only active if the item code is flagged for serial number tracking

Inventory Clone

The clone feature allows one to create a new inventory item that is similar to an existing item without having to capture all the same details, such as group codes, additional properties, etc.

This feature is a quick and convenient way to add a new item to the system.

Inventory Overview Button

This is where one can view movement’s summary of the selected inventory code.

This is where one can view movement of an inventory code.

Main Detail tab	shows summary of movements for select item code
Movement tab	shows all movements for the item code selected
Document Analysis tab	search to view all document for the item code
Load Totals	Loads the item information on the main details tab
Branch tab	shows the branch associated with this item
Group Code	shows the group code this item is linked to
WIP- Work in Progress	displays the various documents this item is used in.

Stock Available

Displays the stock availability information

View Image

Inventory Image

A window allowing the user to view an image of the inventory item provided an image has been loaded.

On the left of the panel is a grid displaying all the attachments that have been uploaded for this stock item.

If the Primary Image is set up on the inventory item then that item will be displayed in bold blue in the grid.

By clicking in the icon in the View column the user can view the attachment.

Add To Document

This functionality allows the user to add all or selected attachments to the original document i.e. Quote, Invoice.

Either click the check box in the column header above the check boxes to Select All or Unselect All attachments.

Alternately specific attachments can be selected by clicking the specific attachment’s check box.

Once the selection has been made click the Add To Document button and the selected attachments will be

added as attachments to the original document, i.e. Quote, Invoice

Email Self

In the event of the Email Self button being disabled this will be as a result of the logged in user not having

an email address entered in the user setup detail.

Once the selection of attachments has been completed same method as in Add To Document above click

on the Email Self button and the selected attachments will be emailed to the email address as setup for the

Click the Close button to close this window.

Please Note:

To load an image of an inventory item, go to Inventory Module -> Configuration -> Inventory Setup.

Enter and search for the desired inventory item. Edit the item, go to attachments and upload an image file (typically a JPG file).

Select the image name in the Primary Image drop down and click on Save.

Functions Dropdown

Functions for inventory setup

Update Mark-up %

Inventory> Configuration> Inventory Setup

Update Mark-up button: Updates the mark-up of the selected Inventory Item.

Update Mark up Percentage Help

Group Codes	Filter the update of the percentage mark up by a selected Group Code or All Group Codes.
Price Levels	Filter the update of the percentage mark up by a selected Price Level.
New Percentage	Enter the new percentage value.

Click Update to perform the Mark up Percentage change.

Click Close to exit the window without performing the update.