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Access Panel

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On the left side of the Inventory Center are various Views and Options.  For your convenience this is a summary listing with hyperlinks to the specific topics.  Although most topics can be found under this main heading, some topics have been grouped with others of like concepts.

 

InventoryAccessPanel

General

Summary - has no editable fields, but it displays much useful information controlled by other properties: current Promo, standard note, stock counts and locations, user defined fields, template contents, and picture of the highlighted inventory item.

Details - Displays and allows editing of the inventory record's individual fields of information.

Management - various tools for working with inventory List

Dept/Categories - Create new departments and categories.  Edit and re-assign categories
Coupons - create manufacturer and store specialized coupons for use in conjunction with items you sell
Used Items - One of three methods of handling trade-ins.-- Controls condition and pricing of used items (see Trade Ins)
Mix & Match - sets price breaks for combinations of qualifying items
Serial Numbers - view all serial numbers current and historical (see Serialized Inventory)
Matrix Definitions - the row/column name presets to be used when creating new matrices
Deleted Items - Lists inventory items flagged for removal from the Inventory Center. You can choose to finalize their removal or recover select items which were once deleted, (see Recover / Delete Items)
Manufacturers - a listing of manufacturers (not distributors) of products purchased from vendors

View

Stock Manager - more

current stock counts - shows source, costs, and number of units
-- serial number manager - for adding serial numbers and changing status of serial numbers as needed
transaction log - a listing of activities affecting the highlighted inventory item
stock locations - quantities per designated location
linked inventory - tag along and suggested items linked other items when sold
used items - one of 3 methods for tracking used inventory
seasonal items - set min/max quantities of items based upon time periods throughout the year

Stats button - gives a count of all inventory item records

SKU Manager - allows an inventory item to have multiple part numbers and to define alternate names of inventory items based upon packaging

Picture Manager - for assigning and controlling a picture of the inventory item

Promo Pricing - discounted or modified prices for given time periods  (choose the Button)

Promo Manager - apply discount percentages to more than one product at a time for a given time period  Open the Promo Pricing view and select Promo Manager at far right

Price Breaks - automatic price changes when selling multiples of an inventory item

Item Notes - Types

Transaction - prints on the customer invoice
Standard - short summary, displays as note on e-commerce item
Extended / Web - 10,000 character description
Purchase Order - prints when item added to a purchase order
Internal - unlimited note for staff briefing

Vendors - any company or individual who provides this product for resale.  displays purchase order status and updates

Item Activity - more

Customer Orders - displays all pending orders for the highlighted item
Purchase Order History - all past purchase orders for the item
Sales History - all invoices which included the item and the cost, selling price, and profit on the invoice
--Cost Verifier for multiple invoices
--Detail graphs and numbers

Documents - access to adding and reviewing documents attached to this item

Multi-Site - display of Pricing and Stock levels of all stores in the Multi-Site group

Actions

To Order List - one method of ordering more product

Change Dept/Catg - to reassign an item to a different department and/or category

Verify Inventory - a procedure to compare inventory stock levels with reported stock counts.  It also checks for proper assignment of SKUs, vendor inventory, and serial numbers.

Cost Verifier - re-set the cost of an item sold on a specific invoice (also see Adjust Item Cost)

Physical Inventory - change stock counts of a single item or multiple items, to review stock exceptions, and use a batch method of changing stock counts either from a file or direct scan of items.  The list can also be printed.

Global Price Changes - select inventory which match a particular requirement and then to apply a pricing change to those items only.