Features for managing Item information are accessed through the Items menu.
Tally Inventory Related Import Pictures
• Add Item... opens a new [Item] record. The following section explains in detail the fields in the [Item] record.
• All Items... opens an Output layout listing all [Item] records in the database.
• Show Item Related... executes a search on all items that are Related.
• Search by Item #... (C I) opens a dialog box. To find the record of a particular Item number type the Item number and click the "OK" button.
• Add Item XRef... opens the layout for entering a cross reference for an Item. This cross reference is used to track alternate part numbers Vendors or Manufacturers might have for an Item. It is possible that an Item may have more than one XRef number, especially if it is purchased from a number of Vendors. This layout is explained in detail later in this section. This same layout is found in the "Usage" page of the [Item] record.
• Adjust on Hand... is used to modify the "Qty on Hand" field in the [Item] record. Use this for adding incoming shipments of inventory if a PO was not created for the Items, adjusting after a physical inventory, or when building finished goods from components.
• Adjust BOM's by dInventory... Searches the database for changes in inventory for a date range and displays the result in an Output layout. Buttons on the bottom of this layout allow Items to change the inventory of their BOM components.
• Location ID by Item # Sequence... changes the location field in each [Item] record. Each Item can have a location. Items on Invoices, Packing Slips, Picking Slips, and Sales Orders can be set to print in location order. This can be helpful in picking and packing Items.
When this menu Item is chosen it assigns a location to each Item based on the alpha-numeric Item number.
The dialog box will open to confirm the action. Click the "OK" button to proceed. A process runs and the production splash screen returns.
• Estimate Reorder Point... is a procedure which calculates a reorder point and exports the information. This reorder point is a value calculated by the equation: qty sold ÷ number of days x lead time x a safety factor. The information can be used to modify the reorder quantity in the "Item" records.
• Upon choosing: Item menu >> Estimate Reorder Point the "Search Editor" opens to select records. A dialog box then opens to name and locate the report.
• When "Save" is clicked a dialog box opens. The default entry for the Safety Factor number is 1.5. It can be modified.
• As the procedure runs a progress indicator is shown. The report is a text document that can be opened with any application that has the capability to open text documents.
• Forecasting... This is a feature that allows you to view Item information in a way to forecast needs for purchasing or assembling Items. This is very useful, especially if you are using the "Bill of Material" feature of CommerceExpert/WebClerk.
• List Suggested Reorder... is a menu item which opens a window when chosen. This window gives you some options for locating Items which are low in quantity.
• Tally Inventory... updates the "Quantity on Hand" field in the [Item] record. The Tally adjusts inventory for entries made through: Item menu >> Adjust on Hand, as well as adjustments due to the creation of "Order", "Invoice" and "PO" records.
• This Tally is necessary if the "Track Inventory" box, found in the [Defaults] record, is activated (X) and the "Auto Track Inventory" box, also found in the [Defaults] record, is de-activated.
• If the "Auto Track Inventory" box is activated, (X) this Tally should also be run occasionally. If the [Item] record is locked by another network User, the adjusting information is stored until the Tally is run.
• If the "Track Inventory" box is de-activated this Tally is not necessary.
• Pending Inventory Changes... is an Output layout listing all inventory changes that are pending. This screen is for viewing only.
• Import pictures... allows you to import pictures in from a source out side of CommerceExpert/WebClerk.