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Creating and maintaining items - Inventory tab

Introduction

You will see this screen by clicking the Inventory tab in an item maintenance screen. In this tab, you can obtain an overview of warehouses linked to the item. Besides that, you can also add a new warehouse for the item, or maintain and delete an existing one.

Fields

Attributes section

Note: This section is not available when you are creating or maintaining an outsourced item.

Batch

Select this check box to define the item as a batch item. A batch item is an item belonging to a group of similar items, whereby the group has a batch number assigned for identification purposes. 

Note: This check box can only be selected if you clear the Serial check box. 

Serial

Select this check box to define the item as a serial item. A serial item is an item with a unique number assigned for identification purposes. 

Note: This check box can only be selected if you clear the Batch check box. 

Stock controlled

Select this check box to specify that this item will be purchased or produced, and then kept in the warehouse according to the purchase order level or batch size specified. Clear this check box to specify that the item should not be kept in stock in the warehouse and that this item will only be purchased or produced according to the quantity the debtors have ordered. If the check box is cleared, the item will become an order controlled item.

Note: Selecting this check box will enable the From stock check box under the Purchase/Sales tab.

Shelf life

Type the shelf life (in days) of the item. 

Warranty Period

Type the number of days for warranty of the items stored in the warehouse. 

Total stock(On hand)

The total quantity of items accumulated from all linked warehouses is displayed. This information cannot be edited. 

Bar codes

Click this to define the bar code for the item. 

Note: This is available only if you have E-Barcode in your license. 

Warehouses section 

This section displays a list of warehouse(s) linked to the item. The icons on the left are enabled only when the item is saved.

New

Click this to link a warehouse to the item. 

Edit

Click this to edit the selected warehouse.

Delete

Click this to remove the warehouse from the item. For items that are associated to a drop ship warehouse, the following processes take place:

  • Main drop ship warehouse and a normal drop ship warehouse must be created in order for associated items to be removed successfully. A message, "Deleting a warehouse for this item will result in recoding of all item transactions to the main warehouse, Continue?" is displayed. Click Yes to update all transactions from the normal drop ship warehouse to the main drop ship warehouse, or No to terminate the process.  
  • If only the main warehouse is created and items associated with a normal drop ship warehouse are present, the system will not allow you to remove the item. A message, "Can't delete: Main warehouse: Must equal to - Drop ship warehouse" is displayed.
  • If only the main drop ship warehouse is created and items associated with a normal warehouse are present, the system will also not allow you to remove the item. A message, "Can't delete: Main warehouse: Must be unequal to - Drop ship warehouse" is displayed.  

Note: This is enabled only when there is more than one warehouse listed under the Warehouses section. The drop ship functionality will be available only if the Drop ship check box in Order settings at Systems ➔ General ➔ Settings is enabled.   

Select: Main warehouse

Click this to select the selected warehouse as the main warehouse of the item. A green check mark will then be displayed under the Main wrh. column of the corresponding warehouse. 

Note: This is enabled only if the item is linked to more than one warehouse and the selected item is not the main warehouse.

Item transaction card

Click this to view the transaction card of the selected item. 

Warehouse

Click this to edit the selected warehouse.

Note: When maintaining an outsourced item, this is not enabled even after it is saved.

Warehouse:Move

Click this to transfer items from the selected warehouse to a different warehouse. For more information, see Creating interbranch transfers

Note: When maintaining an outsourced item, this is not enabled even after it is saved.

Locations per warehouse section 

This section displays a list of warehouse(s) location(s), description, availability of stock, and sales unit of measurement that are linked to the item. You can also view the default warehouse location.

Note: The Location per warehouse section is available only if the Warehouse locations check box is selected at System ➔ General ➔ Settings under the Fulfillment section in Inventory settings

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.146.072
 Assortment:  Date: 08-10-2020
 Release: 393  Attachment:
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