Inventory Control Steps
This topic provides steps for setting up and maintaining inventory.
Setup Steps
To set up inventory control in the system, enter the following information:
- Global inventory parameters on the Inventory Parameters form.
- Product codes to group similar types of items on the Product Codes form.
- Stock locations on the Locations form.
- Warehouses on the Warehouses form.
- Units of measure on the Units of Measure Codes form.
Day-to-Day Management Steps
Follow these steps to manage your inventory:
- Create item records on the Items or Multi-Site Items form.
- Set up vendor and item cross-references on the Vendor Contracts form.
- Set up vendor and item pricing cross-references on the Vendor Contract Pricing form.
- Define the routing and bill of material for each item on the Current Operations and Current Materials forms.
- Create item lots on the Lots form.
- Add items to additional warehouses (other than the default warehouse) on the Item/Warehouse form.
- Specify the stockroom location of each item and the beginning on-hand quantity on the Item Stockroom Locations form.
- Enter stock/inventory transactions.
- Manage obsolete and slow-moving inventory.
- Monitor data on the Inventory Control Home form.