Inventory

Inventory Center Functions

You can access Inventory Center from Inventory section of Bizops Home page.

You can also access Inventory Center from Inventory Management section of Inventory Home page.

On clicking Inventory Center link takes you to Inventory Center page. The security object of the inventory center is the “Inventory Register”, reference the security document to customize your security and role settings. The initial view is LIFO by the items receive date.

To search a warehouse use the warehouse drop down.

Optionally you can select a location within a warehouse.

Clicking search will show only the items at that location. Warehouses and Locations are setup as an Administrative setting, reference Administrative Settings under Warehouses.

To show available inventory only the check box is the default value. Un-checking the box will search for inventory that has been allocated or allocated and shipped to customers. This option enables the ability to view inventory that is allocated and not shipped and already shipped to a customer.

The SKU or Title search uses wild cards before and after the value entered. For example, if M is searched for it will find the SKUs Marbles and 34M509.

Using the Catalog drop down will allow you to limit the results to a single catalog of products. Once a catalog is chosen you can filter on the categories used in the catalog. Catalogs and categories are setup as an administrative setting, reference Administrative Settings under catalogs.

The In Start Date and In End Date filter allows you to search for inventory by received date range. The start date must be before the end date. This filter requires both a start and end date. The date format is MM/DD/YYYY.

The Out Start Date and Out End Date search requires that you un-check the available inventory only filter because it will search for the items that have been allocated or shipped in the data range.

The barcode searches could use either the specific value or range filter option. If the range option is used then the start value must be less than the end value.

The specific and range search options can be changed to search on the unit number field. If the range option is used then the start value must be less than the end value.

The specific and range search options can be changed to search on the lot number field. If the range option is used then the start value must be less than the end value. For lot and unit numbers you can use a wild card character of %. To address this type of search of barcodes the range must be used.

The specific search option contains a few additional capabilities. PO number can be searched for specific value but the wild card can not be used.

You can search for the inventory allocated to an order. This search option requires the show available Inventory be unchecked.

You can search for the inventory allocated to a production order. This search option requires that the show available Inventory be unchecked.

The default sort order is FIFO, date descending. The sort options are:

Date Descending
Date Ascending
Lot Number
Unit Number
SKU
Product Title
Cost Per Unit Ascending
Cost Per Unit Descending

The number of records per page is 20 by default. It can be set to as high as 50 which is useful for selecting inventory options.

Inventory Actions :

In addition to searching for inventory the results of a search or parts of the results of a search can be removed from inventory, transferred or edited. The barcodes for items can also be printed for selected items. The process of updating the unit cost for inventory with the effective date is covered in a separate document. This function administrator to have consistent inventory value reports for past time periods with the flexibility to change the cost of inventory in the current accounting period if required. These actions are performed on the selected items.

You can click on select all to select all the items on a single page of the results. If you want to select the results of a search of items that spans across multiple pages in the inventory center, extend the items per page to 50. Thereafter perform the inventory operation for the select all of one page at a time (50 items).

Once select all is done you can un-check some Inventory items

Or you can select one or two items.

Once the inventory items are selected you can now use the inventory options.

Removal

The removal function is used to remove inventory. This operation removes the inventory from all reports/searches and maintains the inventory in a “Removal Location”. Removal locations/reasons are setup as an administrative setting, reference Administrative Settings under Removals.

Transfer Inventory

This operation allows for the transfer of inventory. When you click the transfer inventory button options are displayed in the Options window. The transfer all results will transfer ALL inventory to the location you choose. This function should be performed on only a few items at a time. The transfer all results option is for very special circumstances.

Barcodes

Barcodes can be printed by clicking print barcodes for select inventory. The print barcodes for all results will reprint ALL barcodes.

Clicking the pint barcodes for select inventory button will navigate to a new page where you can choose the label format you want to use and view the display of the labels.

Edit Selected Inventory Items

The Edit Selected Inventory Items can be used to set the Unit # and /or Lot Number.

Item List

The Item list can be Printed or exported by using the buttons above the item list display box. Your list may appear differently. The display shows the unit cost but based on security settings it may be hidden. The display shows an edit button on the far right. This button is also controlled by a security setting. A third security setting allows the editing of the unit cost.

Toggle navigation

BizOps Documentation

[]