Inventory Control Steps

Setup Steps

To set up inventory control in the system, specify this 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 form.
• Set up vendor and item cross-references on the Vendor Item Cross Reference form.
• Set up vendor and item pricing cross-references on the Vendor Item Cross Reference Pricing form.
• 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.