Inventory Maintenance

The Inventory Maintenance screen allows you to add items to your inventory as well as edit existing inventory items. To access this screen from the Modern Invoice Screen, select Inventory Maintenance from the Tools menu or from the Administrative menu under Options. To access this screen from the Traditional Invoice Screen, select Inventory Maintenance from the Inventory menu. You can also press in either Invoice Screen.

Once you have accessed the Inventory Maintenance screen, you can use or the mouse to move from one field to another. To add an item, click on Add or press . Enter the desired information, then click on Save or press to save the new item. To update a selected item, change the desired information then click on Update or press . To exit without making any changes, click on Exit or press .

NOTE: Item Number and Description are required fields. You MUST enter an item number and description for each item.

General Info
To access the General Info page, click on the General Info tab or press . Department: This allows you to select a department for the inventory item. Scroll through the Department list by using the cursor keys (< >, < >, < ">, < >) or by clicking on the up and down arrows with your mouse. Highlight the desired department, then press highlight the desired department. NOTE: The Department must first be added through Department Maintenance under Departments in the Inventory menu. For more information on creating departments, see Chapter 2: Inventory Control: Department Maintenance.

Item Number: This is where you enter the unique identifier for an item. It can be up to 18 characters long and consist of any combination of letters and numbers. However, if you are using barcodes, as is recommended, you may only use numbers in the item number. NOTE: Do not use any punctuation or spaces, except for the underscore (_), as part of the item number.
Description: This is the description of the item that will appear on invoices and reports. It can be up to 30 characters long and consist of any upper and lower case letters, numbers, punctuation, or spaces. NOTE: Do not use the asterisk (*) as part of the item name. Cost: This is how much you paid for the item.
Price: This is how much you are selling the item for.
Retail Price: This is the manufacturer (or vendor's) suggested retail price. This field is for informational purposes only.
In Stock: This displays the current number of this item that is in stock. It is automatically updated after an invoice and can be changed manually at any time.
Tax: This indicates which tax(es) should be charged to this item. Click on the box next to the desired tax level(s) to choose the type of tax to be applied to this item.
Preferred Vendor: This allows you to select a preferred vendor for an item. Scroll through the vendor list by using the cursor keys (< >, < >, < ">, < >) or by clicking on the up and down arrows with your mouse, then highlight the desired department. This vendor will be the default vendor for purchase orders of this item. NOTE: The vendor must first be added through Vendor Maintenance under Vendors in the Inventory menu. For more information on adding vendors, see Chapter 2: Inventory Control: Vendor Maintenance.
Reorder Level: This is the quantity at which you will be alerted to re-order the item. It can be up to 5 digits long.
Reorder Quantity: This is the default quantity that will be placed on a purchase order for this item. This quantity can be modified at any time.
# of Barcodes: This allows you to mark the item for barcode printing through Bar Code Express. Enter the number of bar codes that you want to print for this item here.
Profit %: This displays the profit percentage for the displayed item.
Retail Discount: This displays the retail discount percentage for the displayed item.
Gross Margin: This is the percentage of the selling price that is profit.

Return to pages on Register or Bar Code Overview

Go on to pages on Optional Information or Discount Levels

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