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In the Inventory section of the Inventory module you can setup and access all inventory items. View stock for the item, move stock between warehouses, view item purchase history, and setup ordering information for the item. You can also initiate a PO from the inventory item. | In the Inventory section of the Inventory module you can setup and access all inventory items. View stock for the item, move stock between warehouses, view item purchase history, and setup ordering information for the item. You can also initiate a PO from the inventory item. | ||
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== Inventory Item Summary == | == Inventory Item Summary == | ||
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'''Reserved''' - The number of parts applied to service orders, install orders, or itemized invoices. | '''Reserved''' - The number of parts applied to service orders, install orders, or itemized invoices. | ||
− | '''Unallocated''' - The number of parts that are available to allocate to an order (parts available to request to reserve on an order | + | '''Unallocated''' - The number of parts that are available to allocate to an order (parts available to request to reserve on an order) |
'''Available''' - The number of parts in your warehouses that aren’t reserved. (on hand – reserved = available) | '''Available''' - The number of parts in your warehouses that aren’t reserved. (on hand – reserved = available) | ||
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| style="width: 7.2in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="691" valign="top" | | | style="width: 7.2in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="691" valign="top" | | ||
You can type the barcode number here | You can type the barcode number here | ||
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| style="width: 2.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="235" valign="top" | | | style="width: 2.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="235" valign="top" | | ||
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| style="width: 7.2in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="691" valign="top" | | | style="width: 7.2in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="691" valign="top" | | ||
Check if the item is active | Check if the item is active | ||
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| style="width: 2.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="235" valign="top" | | | style="width: 2.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="235" valign="top" | | ||
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<span class="apple-style-span"><span>When the cost/retail is changed in the price book (depending on settings), then all records with this flag checked will also be updated.</span></span> | <span class="apple-style-span"><span>When the cost/retail is changed in the price book (depending on settings), then all records with this flag checked will also be updated.</span></span> | ||
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| style="width: 2.45in; border: medium none; padding: 0in 5.4pt" width="235" valign="top" | | | style="width: 2.45in; border: medium none; padding: 0in 5.4pt" width="235" valign="top" | | ||
'''Non-Inventory''' | '''Non-Inventory''' | ||
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Check here if you don’t want to track inventory on this item. For example, with a bucket of screws you might not want to count every item in the bucket. | Check here if you don’t want to track inventory on this item. For example, with a bucket of screws you might not want to count every item in the bucket. | ||
|} | |} | ||
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'''Image below''' | '''Image below''' | ||
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| style="width: 262.35pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="350" valign="top" | | | style="width: 262.35pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt" width="350" valign="top" | | ||
Populated from the inventory item Defaults and Settings tab. | Populated from the inventory item Defaults and Settings tab. | ||
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|} | |} | ||
<h3>Stock Tab</h3> | <h3>Stock Tab</h3> | ||
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# Click OK and the stock is added to inventory. Notice the summary quantities at the top of the inventory item. | # Click OK and the stock is added to inventory. Notice the summary quantities at the top of the inventory item. | ||
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[[File:addingserialized.jpg]] | [[File:addingserialized.jpg]] | ||
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<h4>View Stock Details in Warehouses</h4> | <h4>View Stock Details in Warehouses</h4> | ||
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http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Inventory_Items | http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Inventory_Items | ||
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== Inventory Pricing Options == | == Inventory Pricing Options == | ||
There are several options for setting up pricing for inventory items. | There are several options for setting up pricing for inventory items. | ||
− | <br>1. Standard Retail Price | + | <br>1. Standard Retail Price (Details and Settings tab > Retail field) |
<br>2. Price Book | <br>2. Price Book | ||
<br>3. Pricing Levels | <br>3. Pricing Levels | ||
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<br>To learn about setting up price books and adding items to price books, go to''' [[Price Books]]''' | <br>To learn about setting up price books and adding items to price books, go to''' [[Price Books]]''' | ||
<br>[[File:InventoryItem_PriceBooksTab.png]] | <br>[[File:InventoryItem_PriceBooksTab.png]] | ||
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<h3>Price Levels</h3> | <h3>Price Levels</h3> | ||
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<br>3. for levels 2 - 5 you can either do a percent markup from retail (first image below) or enter in a specific amount (second image below). | <br>3. for levels 2 - 5 you can either do a percent markup from retail (first image below) or enter in a specific amount (second image below). | ||
<br>[[File:AssigingPriceLevels.png]] | <br>[[File:AssigingPriceLevels.png]] | ||
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== Searching Inventory == | == Searching Inventory == | ||
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[[File:AddColumnToGrid.png]] | [[File:AddColumnToGrid.png]] | ||
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