Inventory - Revision history

Marks: new page for landed costs

2020-03-31T16:09:26Z

new page for landed costs

DavidH: /* Create a New Inventory Item */

2020-01-20T16:59:50Z

Create a New Inventory Item

Marks at 17:08, 5 May 2015

2015-05-05T17:08:44Z

Marks at 17:06, 5 May 2015

2015-05-05T17:06:50Z

Amy: /* Inventory Item Summary */

2013-01-22T19:41:34Z

Inventory Item Summary

Amy: /* SnapShot tab */

2012-04-30T23:59:04Z

SnapShot tab

Amy: /* SnapShot tab */

2012-04-04T17:57:59Z

SnapShot tab

Amy at 17:57, 4 April 2012

2012-04-04T17:57:20Z

Amy at 23:04, 9 March 2012

2012-03-09T23:04:51Z

Amy: /* Create a New Inventory Item */

2012-01-24T23:11:09Z

Create a New Inventory Item

@@ Line 283: / Line 283: @@
 '''Landed'''
 | 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" |
-Check Landed if you are including the shipping cost in the PO Item cost. This is a reference field only.
+Check [[Landed]] if you are including the shipping cost in the PO Item cost. This is a reference field only.
 |}
 <h3>Stock Tab</h3>

@@ Line 309: / Line 309: @@
 #      Click OK and the stock is added to inventory. Notice the summary quantities at the top of the inventory item.
 [[File:addingserialized.jpg]]
 <h4>View Stock Details in Warehouses</h4>

@@ Line 2: / Line 2: @@
 == Inventory Management ==
-Managing inventory takes different levels of effort depending upon the amount of inventory control you want for your company.  SME does LOTS of automation to automatically handle many of the steps and business process
+Managing inventory takes different levels of effort depending upon the amount of inventory control you want for your company.  SME does LOTS of automation to automatically handle many of the steps and business process, however if you want complex inventory control, it will require more effort from inventory personnel.  SME will handle any of the level of inventory control you want for your business.  You can also start with simple inventory control and get more elaborate as your business needs by adding warehouses and serialized inventory tracking.
 Here is a list of amount of inventory management required based upon how much inventory control you want from least amount of effort to most amount:

← Older revision		Revision as of 17:06, 5 May 2015
Line 1:		Line 1:
	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.
		+
		+	== Inventory Management ==
		+	Managing inventory takes different levels of effort depending upon the amount of inventory control you want for your company. SME does LOTS of automation to automatically handle many of the steps and business process
		+
		+	Here is a list of amount of inventory management required based upon how much inventory control you want from least amount of effort to most amount:
		+	# Don't track any stock and everything is just JIT. This requires no additional effort or management, but also you would not know how much stock you have.
		+	# Normal inventory stock management with one warehouse. This requires someone to track inventory allocations, manage PO's and make sure allocations are made if for example you added something that doesn't exist to an order now and then do an independent PO later.
		+	# Inventory stock with multiple warehouse. Requires the above plus making sure inventory pulled and added to correct warehouse and requires transfers between warehouses.
		+	# Serialized inventory with multiple warehouses. Requires serial number tracking from PO receipt all the way through system
		+	# Serialized, multiple warehouse, and strict inventory control. Requires the most management.

	== Inventory Item Summary ==		== Inventory Item Summary ==

@@ Line 15: / Line 15: @@
 '''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) (Unallocated = Available - Allocated)
 '''Available''' - The number of parts in your warehouses that aren’t reserved. (on hand – reserved = available)

@@ Line 544: / Line 544: @@
 <br>[[File:SnapShotGridDefinitions.png]]
 <br>
-<br>To setup how frequently SME takes a snapshot of your inventory items, go To Setup module > Company > Inventory. Click [[Company]] and go to the Inventory section to learn more.
+<br>To setup how frequently SME takes a snapshot of your inventory items, go To Setup module > Company > Inventory. Click '''[[Company]]''' and go to the Inventory section to learn more.

← Older revision		Revision as of 17:57, 4 April 2012
Line 537:		Line 537:

	[[File:AddColumnToGrid.png]]		[[File:AddColumnToGrid.png]]
		+
		+
		+	== SnapShot tab ==
		+	<br>[[File:InventoryItem_SnapShotTab.png]]
		+	<br> The SnapShot tab in an inventory item summarizes the following information for that item when the snapshot is taken:
		+	<br>[[File:SnapShotGridDefinitions.png]]
		+	<br>
		+	<br>To setup how frequently SME takes a snapshot of your inventory items, go To Setup module > Company > Inventory. Click [[Company]] to learn more.

@@ Line 149: / Line 149: @@
 | 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
 |-
 | 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" |