Items and inventory

Navigation

Transactions

  • Inventory Location Transfers
  • ItemAdjustmentsNote
    Positive or Negative Adjustments of Items.

Inquiries and Reports

  • Inventory Item Movement
  • Reports And Analysis
  • InventoryItemStatus
    Current and Future Item Status.

Maintenance

  • Items
  • Foreign Item Codes
  • Inventory Movement Types
  • SalesKitsAndAliasCodes
    Alias Codes for Several Items (Sales Kits)
  • Units Of Measure
  • ItemCategories
    Items belong to a Category
  • ReorderLevels
  • Inventory Locations
    You can have several Item Locations

Pricing and Costs

  • Inventory Item Sales Prices
  • Inventory Item Cos tUpdate
    Manual Adjustment of Average Costs.
  • Supplier Purchasing Data
    Supplier Prices and other Supplier Data

Tips and Tricks

  • List of inventory adjustments: Banking and General Ledger tab => Journal Enquiries => filter by Inventory Adjustments => Enlarge the period as desired
  • One off items purchased and then sold are best made inactive after the transactions pertaining to them are over.

Inventory Adjustments default account issues

  • Create a clearing account for inventory variances where adjustments are posted to.
  • Set the Inventory Adjustments account on the System and GL Info page to be the new account ("5035, Inventory Variance")
  • mKsiegowa still posts the adjustment to the default account ("5040, Purchase Price Variance")
  • Reason and Solution
    • It is very important to setup correct default accounts.
    • The Item Categories uses the default setup in System and GL Setup.
    • The items uses the item category account for adjustment when creating an item.
    • Therefore if you change the default account in system and gl setup, you will have to change it on categories and items.
    • At least enter all items to change the code or create and use a script for this.

Inventory Only

  • Where mKsiegowa is being only used for Inventory Management
  • Almost all transactions will be location transfers or negative adjustments
  • Reorder email was being sent when a sales event reduces the inventory level at the particular location
  • Reorder email is now also sent when there is a location transfer or negative inventory adjustment and inventory level falls below reorder level