Store Setup Wizard Products & Inventory

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Overview

This topic of the Knowledge Base discusses the Products & Inventory section of the Store Setup Wizard, which has three pages.
The first page deals with suppliers, otherwise known as vendors.
The second page contains settings that tell the program whether it should track inventory and if so, how should it process backorders.
The third page contains miscellaneous settings such as requiring a reason to be entered when quantity on hand adjustments are made, choosing if the program should create a unique numeric barcode for each new product, or determining if multi-level pricing is allowed.

Description of Page 1 of the Products & Inventory Section

Figure 1: Store Setup Wizard - Products & Inventory, Page 1 Suppliers

Current List of Suppliers Field

this area of the screen will contain a list of all of the suppliers that have been defined in the program
the program includes one default supplier vendor record

Add/Edit Suppliers Button

click this button to open the Suppliers screen and manually enter supplier information
to enter a large number of suppliers at one time, use the Import Data from Other Sources screen

Description of Page 2 of the Products & Inventory Section

Figure 2: Store Setup Wizard - Products & Inventory, Page 2

Settings on Products & Inventory Section Page2	Corresponding System Parameter
Do you want to track the quantity on hand?
Yes - Track the quantity on hand for my products.	CheckInventory=TRUE
No - don't track inventory, assume all items are always in stock	CheckInventory=FALSE
If the QOH > 0, but < the Quantity Ordered
Fill whatever can be shipped now and backorder the rest	ShipPartialOrders=TRUE
Backorder the entire line item individual products listed on an order .	ShipPartialOrders=FALSE

Chart 1

Description of Page 3 of the Products & Inventory Section

Figure 3: Store Setup Wizard - Products & Inventory, Page 3

Settings on Products & Inventory Section Page3	Corresponding System Parameter
Autogenerate Barcodes for new products?
Yes - check the box	AutoGenerateBarCodes=TRUE
No - leave the box unchecked	AutoGenerateBarCodes=FALSE
How many digits should be in the Barcode?
Enter the number of digits in this field; can range from 3 to 9 digits; depends on BarCodeSet that is used	BarCodeDigits=x
Track Quantity on Hand Adjustments?
Yes - check the box	TrackInventoryAdjustments=TRUE
No - leave the box unchecked	TrackInventoryAdjustments=FALSE
Use Multi-Level Pricing?
Yes - check the box	UseMultiLevelPricing=TRUE
No - leave the box unchecked	UseMultiLevelPricing=FALSE
Level 1 - Level 10
Enter a name for each price level that will be used	PricingLevel1Name - PricingLevel10Name

Chart 2

Enter reasons for QOH adjustments Button

click this button to open the List Builder screen, where the user can define a list of reasons that apply to their environment
to add a new reason, enter a value in the Reason field and click the [Save] button
the new reason will appear in the List Entries section of the screen
when a QOH adjustment is made anywhere in the program, if system parameter TrackInventoryAdjustments=TRUE, the user will be prompted to select a reason from the list of values assigned here
to delete a reason from the list, select it (click on it) and then click the [Delete] button
the [Close] button cause the program to exit the List Builder screen

Navigational Arrows

use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard

Wizard Section and Page Numbers

the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all

Help Button

opens the Knowledge Base

Cancel Button

causes the program to prompt for confirmation before exiting the Store Setup Wizard
click Yes to save the changes before exiting the wizard
click No to abandon the changes and exit the wizard
click Cancel to remain at the Store Setup Wizard and continue making changes

Save and Exit Button

click this button will save all changes made before exiting the Store Setup Wizard

Additional Information

Import My Inventory

List Maintenance

Suppliers

Created: 4/21/11

Revised: 9/5/12

Published: 04/13/16

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