Inventory: Item

Contents of this Topic: ShowHide

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 select 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 screen

Filter/Remove Filter

• opens the Filter Items screen or removes the filter from the list of inventory records

Add

• select this to enter a new inventory record

Edit

• select this to make changes to the current inventory record

Delete

• select this to remove the current inventory record from the store data file

Close

• exit the Inventory screen

Accordion Tabs

Menu

• after selecting the List tab, select this to return to the default view of the accordion

List

• select this to see a list of all SKUs currently defined in the program in the accordion

(Search SKU) Text Box/Go

• enter text into this field and select Go to locate an inventory record containing the string

Advanced Search

• this opens the Select Items screen so you can search by other criteria, such as SKU, Item Name, or Description, etc.

Item Menu

View Warehouse QTY & Reorder Pts

• select this link to see the warehouse QOH and reorder information of the selected item

View Adjustments

• this link opens the Inventory Adjustments screen which displays all manual QOH adjustments (FM Cycle counts)

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 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, select the Edit button in the upper right-hand corner
• to make changes to supplier information go to the Suppliers section of the Inventory screen's accordion and select the Edit button next to Suppliers for this SKU  

Duplicate

•  used to create a new inventory record based on the currently viewed inventory record

Your Image Here

• displays the product image located at the path shown in the text box below the image

Add File Image

• navigate to the location of the product image file on the local network
• this button is only visible when in Edit mode

Add Web Image

• opens a browser to navigate to a product image on located on the Web  
• this is only visible when in Edit mode

Description

• contains a brief description of the product

Drop-Ship

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

Ignore ATP

• if this box is selected, the program does not track the number of units available for sale

Taxable

• if this box is selected, sales tax is calculated for the product
• refer to system parameter UseTaxableField

Not for sale (part)

• if selected, 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 to discontinue products rather than deleting them 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 selected, the Pack & Ship form prompts the packer to enter the serial number for this item
• the program does not check to ensure that serial numbers are unique

Local SKU

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

Item Name

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

Price

• displays the retail price of the product

On Sale for

• select 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

ATP

• represents the number of units of this product across all warehouses that are currently available to fill orders

More

• opens the Inventory Pricing screen where supplier information, Price Levels, and Quantity Discounts are entered

Category

• 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

Primary Supplier

• contains the name of the supplier 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

• displays the Stock Keeping Unit (SKU) 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

• displays 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

Reorder Pt

• used by the Monsoon OMS Purchase Order system when the Automatic method of PO generation is selected

• this field is displayed if system parameter POCalcMethod is set to Target Quantity or Delayed Target

Target Quantity: If (ATP - Backorders) is less than Target Quantity, order enough to get back to Target Quantity.

Delayed Target: Wait until (ATP - Backorders) is less than or equal to the Reorder Point, then order enough units to get back to the Target Quantity

Reorder Qty

• used by the Monsoon OMS Purchase Order system when the Automatic method of PO generation is selected

• this field is displayed if system parameter POCalcMethod is set to Order Quantity

Order Quantity: If (ATP - Backorders) is less than or equal to the Reorder Point, order the greater of (Backorders - ATP - Qty on Order) or the Reorder Quantity.

Target Quantity   

• used by the Monsoon OMS Purchase Order system when the Automatic method of PO generation is selected

• represents the desired ATP level of the product that should be maintained

• this field is displayed if system parameter POCalcMethod is set to Target Quantity or Delayed Target

Target Quantity: If (ATP - Backorders) is less than Target Quantity, order enough to get back to Target Quantity.

Delayed Target: Wait until (ATP - Backorders) is less than or equal to the Reorder Point, then order enough to get back to the Target Quantity

Published Weight

• 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

• the weight the program uses 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 uses 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

• represents the number of units of the product that have been sold but are not yet received

• this pertains to inventory purchased through Monsoon OMS 's Purchase Order system

Barcode

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

Credit Account

• 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

• the -email address to receive a copy of any messages sent by Monsoon Order Manager

Country of Orig

• 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

• 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

• the SKU of the individual item that constitutes the Lot   

Browse

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

Qty. in this SKU

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

For PO's order:

• shows how the Lot SKU is ordered when using Monsoon OMS '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:

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

• indicates that the currently viewed SKU has built variants or attributes, such as size or color

• if this is marked, the current record represents the base product

Sub-SKU

• if this is marked, 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-shirts have been sold, not just the total number of t-shirts

Additional information

Created: 6/22/11

Revised: 8/11/15

Published: 08/19/15