Inventory: Item

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Overview

The Inventory: Item screen is the repository for the most basic product characteristics such as SKU, name, price and purchasing information.
Before the user is able to make changes to the fields on this screen, they must click the [Edit] button in the upper right-hand corner of the Inventory screen.
This screen is accessed via:

Main Menu>Manage My Inventory>View & Manage My Inventory>Item

Description of the Inventory: Item Screen

Inventory: Items

Accordion

Menu Button

after selecting the List or Search buttons, click this button to return to the default view of the Accordion

List Button

click this button to see a list of all SKUs currently defined in the program, in the Accordion

Search Button

use this button to search for a particular product by SKU, Item Name or Description
click the Advanced Search button to search by other product properties
the Clear Search Form button removes the previously applied search criteria

Item Menu

Adjust QOH

click here to manually adjust the quantity on hand count of the currently viewed product

View Adjustments

this link opens the Inventory Adjustments screen which displays all manual QOH adjustments

Purchase Order Status

opens the Purchase Order Expected Dates screen which lists all open purchase orders containing the currently viewed product

View QTY Not Shipped & BO

the program displays a message box stating the number of units of the currently viewed product that are marked as Shipped, but do not have an Actual Ship Date set, and the number of units of the product needed to fill orders placed within a specified number of days
choose whether to view the orders related to the data displayed in the message box at the Process Orders screen

Multi-Record and Price Editor

this screen is used to edit a limited number of fields in more than one record at a time
changes made at this screen take affect immediately, use with caution

Global Editor

this screen is used to make mass changes to data in a given field for a selected group of records

Description of the Right-hand Pane

to make changes to most of the fields in this section, click the Edit button in the upper right-hand corner
to make changes to supplier vendor information go to the Suppliers section of the Inventory screen's Accordion and click the Edit button in the upper right-hand corner

Barcodes Button

click this button to open the Print Barcode Labels screen and select the report format and enter the number of labels to be printed

Receive Button

use this button to receive inventory that was not ordered through SEOM's Purchase Order system

Duplicate

used to create a new product record based on a similar, existing inventory record

Your Image Here Field

displays the product image found at the specified path

Browse Files Button

use this button to navigate to the location of the product image file on the local network

Browse Web Button

opens a browser to navigate to a product image on located on the Web

Description Field

contains a brief description of the product

Drop-Ship Check Box

if checked, it indicates this product is shipped directly from the supplier to the customer

Ignore QOH

if this box is checked the program will not track the item's Quantity on Hand

Taxable

if this box is checked, sales tax is calculated for the product

Don't do fulfillment

if checked, this item is not to be shipped by the default fulfillment center, but is shipped by the merchant instead
this field only applies when a default fulfillment center is specified in system parameter DefaultFulfillmentCenter (meaning the program will assume all products are shipped by this entity)

Not for sale (part)

if checked, it indicates this inventory item is not to be sold by itself; it is only sold as part of a Kit or Assembly

Discontinued

indicates that this product is no longer being replenished
it is recommended that products are discontinued rather than deleted when they are no longer available or will no longer be sold by the merchant
discontinued items can be skipped when building sub-SKUs

Use Serial #'s

if the merchant wishes to record serial numbers for this product, this box must be checked
the program does not check to ensure that the serial numbers entered are unique

No Layaways

if checked, the Point-of-Sale system will not accept layaway orders for this product

Local SKU Field

displays the unique stock-keeping unit of the product
this field is a required field when creating a new inventory record

Item Name Field

displays the product name
this field is a required field when creating a new inventory record

Retail Field

displays the retail price of the product

# On Hand Field

represents the number of units of this product that are currently available to fill orders

Category Drop-down List

if inventory categories have been defined via the List Maintenance feature, a Category from the drop-down list may be assigned to the product
refer to Creating Inventory Categories for instructions

On Sale for Check Box and Field

check the box in this column to indicate the currently viewed product is temporarily marked down or "On Sale"
its sale price is in the adjacent field

Primary Supplier Field

contains the name of the supplier that is designated as the Primary Supplier of the product
each product inventory record must have a vendor designated as the Primary Supplier for that item
there can only be one Primary Supplier per product
this is a required field when creating a new inventory record

Supplier's SKU Field

displays the Stock Keeping Unit the supplier uses to identify this product; this can be the same as the Local SKU field
a product can have different Supplier SKUs for each Supplier associated with the product

Unit Cost Field

displays the dollar amount that the supplier charges for this product
this is a required field when creating a new inventory record if system parameter TrackInventoryFIFO is set to TRUE

Target Quantity Field

represents the desired inventory level at which the product should be maintained; in other words, the program will calculate the number of units that must be ordered from the supplier to keep the Quantity On Hand equal to the Target Quantity value
mutually exclusive with Reorder Quantity and Reorder Point fields

Published Weight Field

this field reflects the weight of the product as shown at the Web site, which normally includes the weight of the product plus packing materials

Actual Weight Field

the weight the program will use when creating shipping labels, if there is a value in this field and system parameter PackingCalculateWeight is set to TRUE
if this field is blank, and system parameter PackingCalculateWeight is set to TRUE, the program will use the Published Weight field to determine the weight of the product
to prevent the program from calculating shipments weights from the value in the program's tables, set system parameter PackingCalculateWeight to FALSE; this assumes that the package will be weighed manually or by an electronic scale connected to the packing station
set system parameter PackingLockWeight to TRUE to prevent the user from being able to manually revise weights; weights will only be taken from the tables or from an electronic scale
to prevent the program from recalculating the total weight of imported orders, set system parameter UseImportedWeight to TRUE

Sold Not Rec'd Field

represents the number of units of the product that have been sold but are not yet received
this pertains to inventory purchased through SEOM's Purchase Order system

Barcode Field

this field contains the barcode of the product, if previously entered by the user

Print Barcode Labels Link

click this button to open the Print Barcode Labels screen
select the report format and enter the number of labels to print

Credit Account Drop-down List

this field displays the QuickBooks credit account with which this product is associated
it is only necessary to use this field if sales data for some products are exported to different QuickBooks accounts

Email BCC Field

an email address to receive a copy of any messages sent by SEOM

Storage Location Field

if the product is kept in a specific warehouse location, the arbitrary name of the location is displayed in this field
SEOM currently only provides single storage location field per product

Fulfillment Ctr Drop-down List

if this product is fulfilled by a separate fulfillment company or warehouse, it is displayed in this field
Fulfillment Centers are defined via Main Menu>Settings>Shipping Functions>Fulfillment

Country of Origin Drop-down List

contains a two-letter country code, or abbreviation of the country name
used in Customs Forms for UPS and USPS international shipments

Selling by Lots Section

this section applies to Lot SKUs that consist of multiple units of a another single unit SKU
for example, motor oil is sold by the bottle or by the case; the SKU for the case consists of 12 units of the bottle's SKU

Single Unit SKU Field

the SKU of the individual item that constitutes the Lot

Browse Button

opens the Search Inventory screen in order to locate SKUs to enter into the Single Unit SKU field

Qty. in this SKU Field

the number of units of the individual item SKU that make up the Lot

For PO's order: Radio Buttons

shows how the Lot SKU is ordered when using SEOM's Purchase Order system

This SKU

indicates when orders for this product are placed with the supplier, the SKU of the currently viewed inventory item is used

Single-Unit SKU

indicates when orders for this product are placed with the supplier, the individual product SKU as designated in the Single Unit SKU field is used

SKU Type: Radio Buttons

Normal

indicates that the currently viewed product is not a Parent SKU or a Sub-SKU; meaning that it does not have variants or different attributes, such as size or color associated with it

Parent

this radio button indicates that the currently viewed SKU has variants or attributes, such as size or color
if this is marked, the current record represents the base product

Sub-SKU

if this radio button is selected, it means that the current inventory record is that of a Sub-SKU, or an inventory record that represents one of the many combinations of attributes of the Parent SKU from which it was built
Sub-SKUs are used for inventory tracking purposes so that the merchant knows how many large green T-shirt have been sold, not just the total number of t-shirts