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Inventory Listing

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All of the things you sell, both your physical inventory products and billable services, are listed here.  As you add new items manually or by importing lists of items, they will appear here and can be reviewed and edited.

Tools For Finding Existing Items

Locate / Go - quickly filter the list using Enter or CTRL-Enter

1) Select the column to be sorted by clicking on the column title.  
2) Begin typing search characters. (You do not have to click into the Locate field.)

•Press Enter - will find the first item beginning with the search characters

•Press CTRL-Enter - will find all items with the search characters anywhere in the field.

Inventory Record - Sort the listing How?

Click on the column title: SKU or Description to choose which column the Locate button will search in.

Also, change the sequence of columns of information, create multiple "views" for easy recall.  (Rightmouseclick on a record and choose "Define Views"

Query - Select from an unlimited number of saved queries or filters which you can create and modify as needed. Contact POSitive support for more information.

Reset - Restores the complete list of all inventory items.

Inventory Find - Search through an of five (5) commonly used fields: SKU, Description, Long Description , Department, and Manufacturer Part Number as well as find items assigned to given Sub-Categories.

Filter (Department/Category) - Limit the display of inventory in the list to items belonging to a specific category.

Search UDF - Find an inventory item based upon specific content of a User Defined Field.  User Defined Fields for inventory are used to track additional information about an inventory item.

Copy - duplicate the settings of an inventory item and create a new item with a unique SKU

Add - create a new inventory item

How To Set Inventory Physical Stock Counts

As you create inventory items, either manually one at a time or through an import routine, you will not be entering stock counts of what is currently on the shelf.

Entering stock counts is done separately from defining an inventory item through various methods.  Pick one which will best suit your needs. Options

OPTION 1

While you create an inventory item you will be prompted to enter your current stock count.  You will need to know your current stock count at the time of creating the item.

To activate this option, go to Maintenance: System Setup: Inventory and choose "Prompt For Stock Count When Adding."  When you create a new inventory item you can enter the stock count.  If you don't know the stock count, you can use Option 2.

OPTION 2

After you have created your inventory item (or several items), choose the Stock Management view at the far left.  Choose the Verify/Adjust to enter your current stock count for the item.

OPTION 3

Use an importing file to bring stock counts of all items into POSitive at the same time.

Create an excel spreadsheet, enter your SKU and the current stock counts in the file.  When the excel spreadsheet is completed, save it as a comma or tab delimited file.  POSitive cannot read xls files.

To import these stock counts you can choose to use the import function of either a purchase order (preferred method) or though Option 4, the Reconcile From File option.  

OPTION 4

Go to Inventory master menu (top of screen) choose Physical Inventory at the far right.  Find the item and choose the Change button. This is essentially the same as Option 2 except that you have ready access to each inventory item.

There are more tools here for making stock adjustments en masse.  Some commonly used methods are to import a file with stock counts or to direct scan items and enter stock counts.  (see Physical Inventory)