3. Inventory Setup - Beginner

7/25/2019 3. Inventory Setup - Beginner

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Under Setup Module:-

Location/WarehouseUnit of Measurement

Under Inventory Setup:-

Transportation Method

Service Item

Item Information

Item Sub-Cateory

Item Cateory

Inventory Setup


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!unction: To enter

information on the

"hereabouts ofyour "arehouse and

location of your

stoc#s$

Location/Warehouse


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To set up a ne" location/"arehouse clic# the %e" icon$

Location/Warehouse List


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Tic# the

"arehouse bo& ifthe location is a

"arehouse$'nter the

location

code (

name) #eyin the

address*

phone no$*

fa& no$ (the contact

person$

Location/Warehouse - %e"


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To set a particular location as a default

"arehouse* clic# this button$

To set a +efault "arehouse

This chec#bo&

"ill be tic#ed

once the

"arehouse has

been set as thedefault

"arehouse$


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,o to the dmin Module - System .arameter$

To chane* ust

select other

"arehouse

from the drop

do"n list$

To chane the default "arehouse


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'nter the name/0s1 of the"arehouse2s divisions or sub

location$

Clic# %e" to create/add more Sub Location$

Tic# only one

sub-location

as the default

bin$

Sub Location +etails tab


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Unit of Measurement

!unction: To define the

units of measurement

0U3M1 for your items$

U3M is the 4uantity in

"hich you sell or buy an

item$ Most li#ely* you "ill

have several U3M set up

in 5i6tra# as products maybe bouht and sold in

different U3M$


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Unit of Measurement - %e"

To set up a ne" or additional U3M*

clic# the %e" icon$ Clic# the Save

icon to save$


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!unction: To define

methods of transportation

that are used in the

business$

Transportation Method


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To set up a ne" or additional transportation method

clic# the %e" icon$ Clic# the Save icon to save$

Transportation Method - %e"


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!unction : To cateori6e

your items/stoc#s$ 7ou can

later have reports based on

item cateory$

Item Cateory


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Clic# the %e" icon to create a ne" item cateory$

Item Cateory - %e"


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8$ 'nter the cateory code$

9$ 'nter the cateory description

$ Select Item Type : 'ither Tradin / !inished ,oods* ;a"Materials* Component* Spare .arts or Service Type$

Item Cateory

- +escription


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!unction: To further

analy6e your item

cateories to be

more specific and

more accurate$=ence* you can et

more detailed

reportin$

Item Sub Cateory


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Clic# the %e" icon to setupa ne" sub-cateory$

Select the correct Item Cateory

from the drop do"n list$

Item Sub Cateory - %e"


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!unction : To set up your items*

particularly those you buy and

sell* and also any other that you

#eep trac# of$

Item Information


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Clic# the %e" icon to enter details of Item Information$

Item Information - %e"


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> tabs in Item Information "indo"$ !irst is the ,eneral Info tab

to enter details such as item code ( name* to select item cateory

( sub-cateory* to select U3M ( Costin Method$

Item Information - ,en$ Info$


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Compulsory fields 0red label1 are:-

081 Item Code01 U3M 0?1 Serial

091 Item +esc$01 Costin Method

Item Information - ,en$ Info$


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System "ill list out all "arehouses you2ve setup earlier under the

Location/Warehouse proram$ Under this tab* you can #ey in

the Ma&$ @ty* Min$ @ty ( ;eorder @ty for each "arehouse$

Warehouse tab


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This is applicable for e$$* "hen you purchase in Ado6enB but

sales is in AunitB$ So* clic# at the %e" icon* then enter the

U3M factor$

U3M Conversion


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To select component items for the finished oods$ Clic#

the %e" icon at the bottom of this "indo"* then select

usin !inder$

Component tab


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If applicable* you can select a replacement item as

an alternative in case this item is out of stoc#$

lternate Item


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To select Sales* Cost 3f Sales ( Stoc# accounts for the item$ 7ou

can also select !inancial nalysis ( Inventory nalysis Codes* ifapplicable$

5y default* it sho"s the

accounts "hich you2ve selected

under the Item Cateory

proram$

nalysis tab


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Services can be

anythin from

consultation to

installation services$

Service Items


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!unction:-7ou miht provide services to your customers and choose to

chare a service fee* or your vendors miht provide a service to

you and chare you a service fee$ Such service fees contribute to

the overall turnover or overall cost of sales for the company$

If you set up service item* you dont have to create t"o invoices

to bill your customers anymore$ The sales of oods and the

associated services can be included in one invoice$

Service Items


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Clic# the %e" icon to setup a ne" Service Item$

Service Item List


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Service Item Maintenance

8$ 'nter the Item Code ( Item +escription$

$ Mar# the Sales/.urchase item

chec#bo&* then select the relevant

account$

9$ Select the

Cateory ( the

U3M$


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3ptional : 7ou can enter the List .rice ( Unit Cost$ Select

!inancial nalysis ( Inventory nalysis Code if applicable$ 7oucan also select the .referred Dendor for reference$

Service Item Maintenance


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!unction: 'nable you to

enter the item openin

balance 0or also referred toas item brouht -for"ard

balance1 in the 3penin

Item "indo"$

Inventory 3penin 5alance


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8$ Select Warehouse$

9$ Clic# A3penin ItemB button$

Inventory 3penin 5alance -

Select Warehouse


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+ate

%ote: the date should be same as the date of the

inventory brouht-for"ard balance in your Chart of

ccounts$ =ere* you2re simply distributin thebrouht-for"ard balance to each item$

$ 'nter 3penin +ate$


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3. Inventory Setup - Beginner