Editing Inventory
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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" | | ||
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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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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[[File:AddColumnToGrid.png]] | [[File:AddColumnToGrid.png]] | ||
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