Inventory Items

The Inventory Item form is used to store all the detailed information about the products you sell including item number, description, cost, stock, serial numbers and other key information.  You will be able to view details like quantity in stock and on order, serial numbers, pricing levels, assembly items, warehouse detail and other items for each of your inventory items.  You can be as detailed as you feel necessary since several of the fields are not required to be filled in.

You will notice at the top of this form thirteen tabs, which help group the inventory information better. It is like having thirteen forms connected together for each inventory.  Some of these tabs (Bundle Details, Kit Details, Assembly Details and Other Cost) will be displayed if Bundle, Kit or Assembly is selected in the inventory item's Item Type field, respectively. You will also notice that the Item Number, Vendor Item No and Vendor ID fields at the top of the form remain each tab.  This way you always know what inventory item you are working on when switching between the tabs.  The tabs are listed below and described in detail in other areas of the documentation.

The Inventory Tab shows you general inventory item information such as Item Type and Classification, Description, PO Description, Additional Info, Manufacturer, Manufacturer No., UPC Code,  Model Number, Category/ Sub Category Names, and Inventory Setup.  See: Adding Inventory Item.

The Setup Tab shows the Unit Measure, Unit Qty, Weight, Length, Width, Height, Volume, Inventory Setup and Commission Detail. See: Adding Inventory Item.

The Pricing Tab shows the item's Sell Price, Purchase Cost, Inventory Pricing Level information, Pricing Level, Special Pricing, and Price List information.  See: Adding Inventory Item, Inventory Item Pricing Tab, Adding Inventory Special Pricing and Inventory Price List.

The Stock Tab shows the Inventory Stock Information.  See: Adding Inventory Item, Inventory Item Stock Tab, Show Inventory Warehouse.

The Detail Tab shows the Substitute Item, Accessory Item, Royalty Information and Inventory History.  See: Adding Inventory Item, Inventory Item Detail Tab.

The Fields Tab is the area where you may store contact fields. See: Adding Inventory Item.

The Images Tab allows setting of three (3) base images (Primary Image, Thumbnail and Icon) along with rollover text for each. See: Adding Inventory Item.  For a sample setup of this tab, see Inventory Images Tab.

The Specs Tab is where you may enter the specification or additional information of a certain product. See: Adding Inventory Item.  For a sample setup of this tab, see Inventory Specs Tab.

The Alt. Vendors Tab is the area where you may select Alternate Vendors for your products. See: Adding Inventory Item, Alt. Vendors Tab.

The Analysis Tab is where you can see the total monthly as well as the yearly units shipped for the item.

The Kit Details Tab is where you can specify the components of a kit. This tab will only be visible when the inventory item's Item Type field is set to Kit. See: Kits/Bundles.

•The Bundle Details Tab is where you can specify the items that are part of the bundle. This tab will only be visible when the inventory item's Item Type field is set to Bundle. See: Kits/Bundles.

•The Assembly Tab shows the inventory assembly items that make up the selected item if any.  This tab will only be visible when the inventory item's Item Type field is set to Assembly. See: Inventory Assembly Items.

•The Other Cost Tab is where you can setup whether the assembly component's total cost will be zero (0) and should not be added to the Other Cost Total. This tab will only be visible when the inventory item's Item Type field is set to Assembly. See: Other Cost Tab.

•The Attachments Tab is the area where you can add, save or print files like PDF, DOC, XLS, PNG, JPG, etc. See: Attachments Tab in other VC form.

•The SLA History Tab will show the history of contracts associated with the item. See: Service Level Agreement

This form can be used to add, edit or delete records in the inventory item form. To add new inventory items, simply click the New button at the top left side of this form.  If you need to edit existing inventory, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new inventory items. see: Adding Inventory.

The record navigation buttons at the bottom of the form are used to move from one inventory record to another.  It also displays how many records are in the inventory form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data.  You may use the Find  button to find a specific record.

There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new inventory item to be added.

The Save button will save the selected inventory item.

The Find button will enable you to Find inventory item.  See: Find

The Delete button will delete the selected inventory item.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Inventory Items Preview.

The Estimate button will open the Quick Estimate form that Quickly calculates the price of an item based on the Item Number, Customer and Quantity.

The Serial button will open the Inventory Serial Number form where you can view available and allocated serial numbers for each inventory item.

The Lot button will open the Inventory Lot Number form where you can  view available lot numbers to an inventory item.

•The Price List button will open the Find Inventory Pricing List form where you can view the list of available price list..  You can use this form to view, add, edit and delete inventory price lists.  If there is no Inventory Pricing Role record yet then clicking the Pricing Role button will open a cleared Inventory Pricing Role form so you can add one.

The Assembly button will open the Inventory Build Assembly Item form allowing you to build additional assembly items.

The Tools button is a pull down menu that will show Duplicate Inventory, Copy Pricing Level, Copy Warehouse Row, Bin and Location.

The Duplicate Inventory button creates a new duplicated inventory item.  See: Duplicating Inventory Item

The Copy Pricing Level button will open the Pricing Level Copy Option form to allow you to choose from different copy options.

The Copy Warehouse Row, Bin and Location button will open the Select Inventory Items form where you can select item/s to copy warehouse row, bin and location to.

The Close button will close the form. You can also press Ctrl+F4 or click the X button at the upper right corner of the form.

Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.

Related Topics

Inventory Form Feature (when changing Item Type)

Maximum Order Quantity for Inventory

Bar Code/UPC Code in Order and Invoice forms