Solutions for Accounting, Business Automation and E-Commerce

Inventory Control

Overview

Inventory Items
The Inventory form has many high level features to manage the products being sold to customers. Although there are many complex inventory features found integrated in this area, it does not lose the appealing design and layout, which makes it easy to understand and follow. Some of the features seen in this area are:

• Costing Methods
• Pricing Methods
• Warehouse Stock Detail
• Inventory Special Pricing
• Pricing Levels for each Inventory Item
• Unit of Measure

Figure 1: Inventory Control Inventory Items Screen

Inventory Adjustment
The Inventory Adjustment form was designed to make adjusting stock quantities a quick and understandable process.

Figure 2: Inventory Control Inventory Adjustments Screen

Inventory Special Pricing
Having the ability to enter a special price for an unlimited number of Inventory Items gives the user even more flexibility in selling products. This form allows the special price to be determined on a date range method with the option to flag each sales representative of the special price.

Figure 3: Inventory Control Special Pricing (On Sale) Screen

Warehouses
The ability to create an unlimited number of Warehouses locations where inventory items are bought sold and stored gives added control and flexibility over these products.

Figure 4: Inventory Control Warehouse Screen, Part 1

Figure 5: Inventory Control Warehouse Screen, Part 2

Inventory Transfer
The Inventory Transfer form has been designed to handle the transfer of inventory from one Warehouse location to another as necessary.

Figure 6: Inventory Control Warehouse Transfer Screen

Inventory Item Class
CPAccess Financials allows a user the flexibility of creating a unique Item Class to associate with a particular product. Through the Item Class form a user can select the necessary accounts that will be impacted by the sale and purchase of this item. This will eliminate the need to manually adjusting these impacted accounts with each Inventory Item that is created.

Inventory Unit of Measure
A unique Unit of Measure can be assigned to each Inventory Item giving a user the ability to sell that item in whatever groups have been determined. Weights and Heights can be associated with each of these Units of Measure allowing the package to be even more specific for the sale and purchase of this item.

Feature Set and Functionality

• Ability to establish Inventory Item information including standard cost, pricing methods, Sales Price, Cost Method (i.e. FIFO, LIFO, average), and GL Accounts Impacted when buying and selling Inventory Items.
• Ability to establish Inventory defaults for Warehouse ID, Inventory Item Class. In addition, can establish whether the system will display messages when Special Pricing for inventory items are applicable and/or have expired.
• Ability to establish custom tab stops to aid in data entry of Inventory items.
• View Warehouse Stock information and Inventory History from the Inventory Item Record.
• Ability to track inventory items that are serialized and the ability to have those numbers print on Invoices when the Double Line display is selected.
• Ability to create assembly items from other component inventory items.
• Ability to add Man Hours Required to Inventory Items that require installation or assemble.
• Ability to add/update inventory items from the Orders/Invoice forms.
• Ability to establish Unit Measurements that will accurately update your stock levels. For example, buy a case of a particular item, but sell the item individually.
• Ability to establish Color/Size subcategories for inventory items, allowing the user to establish variances of a particular inventory item.
• Ability to make Inventory Adjustments allowing the user to manually update stock levels.
• Ability to establish special pricing for Inventory Items based on a date range.
• Ability to establish Multi Level Pricing Strategies based on quantities ordered.
• Ability to duplicate inventory items, allowing the user to quickly establish multiple inventory items that share similar characteristics.

Tel (949)261-2694 or Toll Free (800)997-7944 * Fax (949)660-9189
1301 Dove Street * Suite 750 * Newport Beach, CA 92660 * USA