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Inventory view |
  
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Inventory view |
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These store-wide master settings affect POSitive inventory are subdivided into five tabs: General, Pricing, Serial Numbers, Trade-Ins, and Invoicing.
Standard SE Options
General tab
Track Inventory Quantities - If you want a true picture of what is in stock, what is on backorder, and what is pre-sold, then inventory quantities must be tracked. Tracking means to keep a stock count of an item.
This is a Master switch. This must be turned ON if any items are to be tracked.
| • | If checked, individual inventory items can be either tracked or not tracked, based upon the settings of the individual item. |
| • | If unchecked, all inventory stock counts will be unaffected by sales and purchase orders. All items will say Non-Track in the stock count field. You will still get profit reports, quantities sold, etc., even if stock tracking is turned off, but you will not have actual inventory counts. |
Allow Sales of Items Before Receiving On PO (Negative Inventory) - In brief, this option allows POSitive to make stock count adjustments to inventory being received on a purchase order if an item is being sold prior to being counted as being in stock.
Note: The "Allow Backorders On Invoice" option MUST be activated or else Allow Negative Inventory will not operate properly.
Allow Duplicate SKUs (Primary SKUs can never have duplicates) - Every inventory item must have a primary SKU; optionally, any item can have additional alternate SKUs. These SKUs can not be used more than once, unless this option is activated. (see Choose Item)
| • | If checked, a SKU can be used only once as a primary SKU, but more than once as an alternate SKU |
| • | If unchecked, any attempt to enter a SKU a second time, either as a primary or alternate SKU, will result in a POSitive alert message that the SKU is already in use and will not be accepted. |
Allow Upper-Lower Case in Item Description - When creating an inventory item, the description will be ALL CAPS, which makes typing easier. However, you can choose this switch and the first letter of the words in the description will be automatically capitalized. This applies to inventory items and coupons in Coupon Manager.
Hide Long Description on Inventory Form - This eliminates extra keystrokes when adding inventory items. When editing an inventory item, the field Long Description is usually the same as the Brief Description field. Also, the Long Description becomes invisible on the "Summary" view of the Inventory Center. Unless there is a need for your business to use the Long Description, you can hide this feature.
Allow Spaces In SKUs (not recommended for e-commerce) - A SKU may include spaces. The reason it is not recommended is because if you eventually choose to activate POSitive E-commerce the web page will have difficulty interpreting a SKU with spaces as one unit.
Contract Department List Upon Entry - The department list is a two tier expandable table showing the name of the department and the names of the categories
| • | If checked, when you open the department list, only the departments will be visible. |
| • | If unchecked, when you open the department list, both departments and categories will be visible |
Prompt For Stock Count When Adding - When creating a new inventory item, POSitive will ask for your current stock count of the item.
Default Item Lookup - When you first view inventory in the Inventory List, the items will be sorted by either the SKU or the Description. Choose one.
| • | SKU |
| • | Description |
Note: You will always be able to change the sort order at any time while in the inventory lookup screen by pressing the corresponding [F5] or [F6] function keys.
Default Price Level (1-6) - When the Inventory Center is opened, the default prices shown are Price Level 1. You can set a price level of your choice to be displayed as the default. Note: Clicking on the column title will display the next level pricing.
Set Trade-Ins To Inactive When Adding - When you press CTRL-T on an invoice or order you are creating a trade-in item. Normally it will be an active item and appear on your inventory list. With this setting it is automatically set as inactive and will only be visible on the inventory list when you choose "Show Inactive Only" from the Esc Menu. (see Trade-Ins and Used Items Manager for different ways of handling trade-ins.)
Enable Food Stamp Tracking - Must be activated if you honor Food Stamps as a tender type. (see Food Stamps)
Use Pictures In Inventory - This turns on prompts for loading and viewing pictures on screen. This option MUST be turned on if you will be using POSitive E-Commerce which will automatically post pictures of your inventory on your web page. You will want to be able to verify the picture being posted matches the item for sale.
Thumbnail Size (Pixels)
The standard setting is Height = 98 and Width = 74. The purpose of this screen is to allow you to control the size of the thumbnail images on your Joomla or Magento website. Enter the Maximum area in pixels. Proper Aspect Ratio is always retained.
NOTE: if you are using Magento, set your size to 200 so that you can get better quality images. Magento will automatically resize your images for optimal use; Joomla does not have this feature
Matrix Controls
When creating Matrix inventory, BOTH the generated SKU and the generated description for the matrix items can be controlled.
The first 3 to 5 characters of the Description or SKU are used as the prefix of the individual SKUs. Knowing this could be to your advantage.
A matrix item's description automatically includes the content of the row and column. You may choose which information you wish to come first, row then column, or column then row.
Matrix Item SKU Sequence
| • | Description - Item ID - M (original option) |
| • | SKU - Column - Row |
| • | SKU - Row - Column |
| • | Desc/SKU Length - choose a number, 8, 9, or 10 (Note: a lower number can eventually cause problems with duplication of SKUs) |
Matrix Item Description Sequence
| • | Description - Row - Column |
| • | Description - Column - Row |