Inventory

Overview

• The Inventory screen is where product inventory records are manually created or edited.

• This screen is accessed by going to:

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

Description of the Inventory Screen

• The SKU of the currently viewed inventory record is displayed in the upper left-hand corner of this screen.

Action Buttons at the Top of the Inventory Screen

• Lightning -> Opens the Filter Items screen, allowing the user to limit the Inventory records that are displayed, based on the SKU or partial SKU number.
• X -> This button removes any filters that were previously applied to the Inventory records display (Filter Items screen)
• Add -> Click to enter a new product record; a blank inventory record is opened.
• Edit -> Click to unlock the current record and make changes to it. Use the Save button to retain the changes and lock the record.
• Delete -> Use this button to remove a product inventory record from the system.
  NOTE: It is not recommended to delete inventory items unless they have not been ordered in an order or purchase order.
• Close -> Exits inventory screen.

Accordion Menu

• The Accordion on the left-hand side of the screen contains various inventory-related operations.
• At the top of the Accordion there are three tabs which change the content of the Accordion itself.
• Select a tab to produce a List of the inventory records in the Accordion or choose Search to enter criteria and search for inventory records. Choose Menu to return to the default view of the Accordion.
• Below the Menu, List and Search tabs, there is a list of inventory-related tabs. Select a tab to reveal a list of relevant operations within the Accordion and change the data displayed in the right-hand pane. Some categories do not have additional operations in the Accordion.
• Above the accordion menu there is a search box to quick search for a SKU.

Item

• The default view when loading the inventory screen.
• Displays basic SKU information
• Primary supplier with associated information shown. Navigate to “Suppliers and Fulfillment” tab for more supplier information.
• Toggle buttons in bottom-left of screen include:

• • Drop-Ship -> Sets item to be fulfilled as drop shipped. Item can have QTY regardless of choce.
  • Ignore QOH -> Disregards QOH for current inventory item. Does not reset value currently saved as “# On Hand”.
  • No Layaways
  • Discontinued -> Labels an item as discontinued.
  • Taxable -> Sets an item as taxable. Applicable if parameter UseTaxableField = True
  • Don’t do fulfillment
  • Not for sale (part)
  • Use Serial #s -> Enables serial numbers for inventory item
  • Store Serial #s -> Enables storing serial numbers in advanced per item.
• Item Menu

• • Adjust QOH -> Opens “Adjust Inventory” screen.
  • View Adjustments -> Open “Inventory Adjustments” screen.
  • FIFO Status -> Opens pop-up of FIFO status for current inventory item.
    Available when parameter TrackInventoryFIFO = True
  • FIFO History Log -> Opens “FIFO History Log” screen.
    Available when parameter LogFIFOHistory = True
  • Purchase Order Status -> Opens “Purchase Order Expected Dates” table.
  • View QTY Not Shipping & BO -> Opens “Inventory Status” pop-up.
  • Multi-Record & Price Editor -> Opens “Inventory Editor” screen.
  • Global Editor -> Opens “Global Editor” screen.
  • Serial Numbers -> Opens “Assigned Serial Numbers” screen
    NOTE: Needs “Store Serial #s” enabled.

Suppliers and Fulfillment

• Displays detailed supplier information for selected inventory item.
• Multiple suppliers can be listed for 1 inventory item.
• FIFO overview on right if enabled.
• Suppliers Menu
  • View Suppliers -> Opens “Suppliers” screen
  • Fulfillment -> Switches to “Fulfillment” information.

Pricing

 

• Displays pricing information and allows manual edits with “Edit” button in top-right.
  • Use “Multi-Record & Price Editor” to edit prices in bulk.
• Shows margins for suppliers
  NOTE: Cost must be edited on “Suppliers and Fulfillment” tab
• Shows multi-level pricing if enabled (parameter UseMultiLevelPricing)
• Quantity Discounts
  • QTY cannot overlap when defining discounts.
  • Does not need “Edit” button to configure entries.

Web & Custom Fields

• Web Fields -> The default view; shows miscellaneous information.
• Custom Fields -> Shows custom fields set using Stone Edge’s predefined custom fields
  • Can be set in Settings -> Data Functions -> Setup Custom Fields
• More -> Allows custom fields entered into inventory table to be listed

Attributes & Options

• Allows options to be defined for items.
• Click “Add Option List” to define an option list before using “Add Option” to add options to the specific list.
• Lists can a variety of object types like a dropdown list and text box field.
• Up and down arrows can be used to change order of lists and options.

• Attribute Menu
  • Build Sub-SKUs for Item -> Auto-builds sub-SKUs based on options.
    • Check parameter “BuildSubSKUDelimiter” for syntax
  • Copy Options from Another SKU -> Opens “Copy Option Lists” screen.

Notes

• Displays notes regarding specific inventory item.

Alternate Barcodes & SKUs

• Displays screen that lists Alternate Barcodes and SKUs
  • New barcodes can be scanned to add to the alternate barcodes list without clicking “Edit”
  • Use menu next to “Alternate SKUs” to edit Alternate SKUs.
    • Add -> Click opens “Alternate SKU” screen.
    • Edit -> Click opens “Alternate SKU” with highlighted line selected.
    • Delete -> Click deletes highlighted Alternate SKU
      NOTE: No warning will appear before deleting. Use with caution.
• Product Data Override is defined on the “Alternate SKU” screen.

Kits

• Displays Kits screen.
• Click HERE for more information.

Miscellaneous

• Displays Extra information about inventory item.
• Boxes -> Information useful for Stone Edge’s internal shipping system which helps automation.
• Messages to be displayed at Manual Orders and POS -> defined as parameters InvStandardMessage1Field, InvStandardMessage2Field, and InvStandardMessage3Field.
• Cross Sell -> Lets items be set as a cross-sell item.
• Bottom of screen lists last edit date and type.
• Miscellaneous Menu

• • International Shipping Settings -> Switches screen to show information typically needed for customs forms.

• • • International Item Description
    • Country of Origin
    • HS Tariff Code