 | Hiding a field where you have previously made an entry does NOT delete any data. However, it will prevent you from entering data in those fields on future Supertrack inventory items. |
Setup Inventory |
Previous Top Next |
Menu Navigation
Setup ... Application ... Inventory
About Topic
Use this screen to set up inventory information for your business. The Setup Inventory screen has been divided into several categories, each containing important settings. Select the category on the left side of the screen, and the settings for that section will appear on the right.
Keep in mind that not all sections may apply to your business. In addition, the sections in the setup list may be hidden based on the features included with your license and/or general options not chosen.
In this Topic
Field by Field Help - Setup Inventory screen
Related Topics
11.1 Supertrack Inventory
11.5 Serial Numbers and Lot Numbers
12.2 Inventory Transfers
12.3 Return Processing
Field by Field Help - Setup Inventory screen
Show the Inventory features of the application
When checked, the inventory features of the application will be enabled. Uncheck to hide these features and any others dependent upon inventory capabilites. You must close and re-open the software to have these changes take effect.
Default Inventory Template
Select the inventory template that should be pre-filled in to a new supertrack inventory record when creating new inventory items.
Allocate prorated freight amount to inventory cost based on
Select how to distribute freight costs associated with purchasing of items:
| Quantity | Prorate freight based on each line item's quantity in relation to the total quantity of the transaction. This method is always used if the total transaction weight is zero. |
| Weight | Prorate freight based on each line item's weight in relation to the total weight. |
Unit Cost Display Precision
Select the number of decimal places to display for Unit Cost fields in Supertrack Inventory.
Unit Price Display Precision
Select the number of decimal places to display for Unit Price fields in Supertrack Inventory, and on Transactions and Forms.
Quantity Display Precision
Select the number of decimal places to display for Quantity fields in Supertrack Inventory, and on Transactions and Forms.
Require return processing on all refunded items
When checked, ManageMore will enable the Return Processing feature, which places any returned items in held inventory, instead of the available inventory. Held inventory allows you to decide whether to return these items to your available stock, return them to the vendor, throw them away, or resell them under a different product code.
Allow fast inventory description searches using the Intellisearch lookup engine
Intellisearch is a unique feature which allows quick and intuitive inventory lookup of products and services. Find product codes with ease by searching on partial, misspelled, and abbreviated entries.
Require reason code to be entered on all inventory adjustments
If checked, a reason code must entered on inventory adjustment transactions in order to save them.
Account numbers entered on this tab will be utilized for posting to the general ledger when no GL account is found on an individual supertrack inventory item record. This section is only availabel in the main ManageMore software.
Account for Income from sales of items and services
Enter or select the GL account to be credited when an item is sold. The account entered here is normally a revenue account.
Account for Tangible Inventory purchased for sale
Enter or select the GL account to be debited when a tangible item is purchased, and credited when a tangible item is sold. The account entered here is normally an asset account.
Account for Supplies Inventory purchased for internal use
Enter or select the GL account to be debited when a supply item is purchased. The account entered here is normally an asset account.
Account for Expense items purchased
Enter or select the GL account to be debited when an intangible item is purchased. The account entered here is normally an expense account.
Account for Adjustments made to inventory counts
Enter or select the GL account to be debited/credited when the quantity of a tangible item is adjusted down/up. The account entered here is normally cost of goods sold or other expense account.
Account for Cost of Goods sold to customers
Enter or select the GL account to be debited when a tangible item is sold. The account entered here is normally an expense account named "Cost of Goods Sold."
Account for Scrap Materials used in production
Enter or select the GL account to be debited when an item is assembled and one of the bill of material items specifies a scrap percentage. The account entered here is normally an expense account.
Account for Variances from BOM in production
Enter or select the GL account to be debited or credited when costs change during the assembly of a manufactured item. This amount is usually defined as the Extended Cost minus the Standard Cost minus the Scrap Cost.
Many of the data fields in the Supertrack inventory form can be hidden or omitted. Check the boxes that correspond to the fields you want to display. This way, you can customize the Supertrack inventory form to suit the needs of your business, or to simply make data entry easier.
| Hiding a field where you have previously made an entry does NOT delete any data. However, it will prevent you from entering data in those fields on future Supertrack inventory items. |
Price levels are designed to help you establish different prices for your Supertrack items. Eight different price levels are available for use. This area is used to define the names for the price levels used. Leave the levels blank which are not used.
Price Levels can be used in two ways:
1) All customers are assigned a class code in the program. Each class code can be set for a particular price level. This will cause the customer to automatically be priced at the appropriate level.
2) A price level can be selected on an individual invoice to set the prices for that invoice. This must be done prior to entering any items on the invoice, as selecting a new price level erases all items already on the invoice. Price levels cannot be changed on pre-filled invoices.
Search by
Select the field by which an item number entry in the SKU Item field of an invoice is searched, along with the order. Choose from UPC, Aliases, and Serial / Lot Numbers.
Prompt user before retrieving an item by alternate search
If checked, and an item is found by a search method other than SKU Item, the user will be warned.
Allow Serialized Inventory Tracking
Check this box to allow Serial or Lot Number tracking within ManageMore.
Serial Number Header
Enter a title that should appear as the title for the serial number field in any form or document in ManageMore.
Lot Number Header
Enter a title that should appear as the title for the lot number field in any form or document in ManageMore.
User Defined Fields
This section allows you to set up user-defined fields for use on serial number records. These fields can be used for any purpose. The User-Defined Fields table lists all 10 user-defined fields available. This tab will be visible for serial number records only if a minimum of one of the UDF fields is filled out.
Screen Prompt
This column displays the name of the custom field. This is the field name that will appear on the record for input.
Field Type
This column determines the format of the custom field, as described below:
| Free Form | Prompts the user to type any value, letters or numbers. |
| Number | Prompts the user to type a numeric value. |
| Checkmark | Prompts the user to place a check mark in a provided box. |
| Date | Prompts the user to enter a date value. |
| Drop List | Prompts the user to select a value from a predefined list. Drop list choices are separated by a vertical bar (e.g. Choice 1|Choice 2|Choice 3 ) |
Characters
This column displays the length of the custom field (in characters).
Picture Format 
Displays the internal format of the field being created.
Places
If the field format selected is "Number", this column displays the number of decimal places.
Default Value
This column will display the value that will be automatically filled in the user-defined field when entering a new record. This is displayed upon clicking the Edit button below.
Required Value
This user defined field must be completed before the record can be saved. This is displayed upon clicking the Edit button below.
Edit
Click this button to edit the highlighted field.
Allow Inventory ABC Analysis
Check this box to allow ABC Analysis within ManageMore.
Select the default number of days between inventory counts
Choose the number of days between counts of class A, B, and C items. This is used to group your inventory items in order of importance to your company. Thus, you can count the more important items (A Items) more frequently, and the less important items (C Items) less frequently.
Warn if not enough inventory to perform inventory transfers
Display a warning to the user if an attempt is made to create an inventory transfer which would result in a negative quantity at the transferring location.
Allow pick ticket printing on inventory transfer orders
Displays a checkbox that will allow a user to print a pick ticket when an inventory transfer order transaction has been completed.
Force inventory transfer orders to be used when receiving items
When checked, requires that all transfer receipt transactions be created from pre-existing transfer orders.
Allow changes to open transfer orders
When checked, transfer orders can be changed until they are closed (either manually or by receiving the entire order).
Allow transfer receipts to auto-fill quantities from pending transfer orders
When checked, the quantities of items received on a transfer receipt transaction will fill in automatically upon referencing a transfer order transaction number.
Show item cost on all inventory transfer related documents
If checked, costs will be visible on all transfer orders, transfer receipts and transfer requests.
Confirm saving of inventory transfer related documents when completed
When checked, ManageMore will prompt you to confirm when you have completed a transfer document.
Preview
Click this button to preview the selected form on-screen with the settings as displayed.
Document Type
Select the type of order entry document you wish to change/view settings on.
[Document Type] Header
The title to be used when printing/displaying the selected type of documents.
Print Company Logo Image
If checked, ManageMore will print the company logo on the upper left of the selected document. The company logo is set in the Setup Company - Form Printing section.
Print Company Name
If checked, ManageMore will print the company name and address on the upper left of the selected document. Leave this value unchecked for pre-printed forms.
Hide all Graphics
If checked, ManageMore will not print any graphic items on the selected document. Select this option for pre-printed forms.
Workstation Setup
These settings are saved for each workstation
Form Type to Use
The form to use when printing the selected document type. Choose a form number and its description will appear to the right.
Printer to Use
Select the printer to use when printing the selected document type on this workstation. If blank, ManageMore will print to the default printer.
 |
|
| © 2015 - Intellisoft Solutions, Inc. All rights reserved. | |
| Other Related Links | |
| Business Software | Cellular Software | Pager Software | Business Management Software |