Inventory Tab

Updated 10/01/13

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The Inventory tab stores item information to help with Automatic Ordering, TUN Ordering & Stocktake and more.  Use the Inventory tab to help you set up and maintain Automatic ordering.

 

This item

 

EZINV Inventory Tab01

 


 

Base units

 

Units are generally have 1 count.  There is 1 count in 1 unit.

 


 

TUN code

 

TUN code is the barcode on the outer carton of items.  TUN codes are supplied by the warehouse via the weekly Host update.

 


 

Return for credit

 

Click in this box to place a check mark.  Use Return for credit to set yourself a reminder of items that needs to be returned to the warehouse for credit.

 


 

Credit %

 

Type a percentage amount in the % box.  Click the Change button to save your changes.

 


 

N/AWS

 

Average weekly sales for product when at normal price.

 


 

P/AWS

 

Average weekly sales for product when on promo.

 


 

Parent

 

Parents normally refer to cartons with units as "child".  A parent-child relationship is also normally referred to Tobacco lines.

 

EZINV Inventory Tab02

 


 

Treat as Direct Line

 

The item will not be sent in orders to the warehouse.

 


 

Do not order

 

Click in this box to place a check mark.  Use Do not order in the Parent section if this item can only be ordered from the warehouse by Units.

 


 

Only Order on Special

 

Flag the item to only order when on special.

 


 

Order Pre-Packed

 

Flag this if you would like pre-packaged items and the item can be delivered loose or pre-packaged.

 


 

Whouse min

 

The minimum number of units you must order from the warehouse.

 


 

Min reorder

 

The minimum number of units your store should automatically order from the warehouse.

 


 

Max reorder

 

The maximum number of units your store should automatically order from the warehouse.

 


 

Last ordered

 

The date this item was last automatically ordered.  This box cannot be changed, it is automatically updated when Automatic Ordering is in use.

 


 

Last qty

 

The number of items that were ordered in the previous order.  This box cannot be changed, it is automatically updated when Automatic Ordering is in use.

 


 

Order no.

 

The order number where this item was last automatically ordered.  This box cannot be changed, it is automatically updated when Automatic Ordering is in use.

 


 

Show order button

 

Show order will display the full order where the item was last ordered without exiting Item properties or going into the Orders module.

 


 

Child

 

Child normally refer to units whilst it's carton pack as "parent".  A parent-child relationship is also normally referred to Tobacco lines.

 

EZINV Inventory Tab03

 


 

Allow inventory

 

Click in this box to place a check mark.  Placing a check mark will allow this item to be updated during stocktake.  Only items with a starting stock count will  be updated correctly.  Items without a starting stock count will report a negative quantity on hand after an end of day is run and items sold for the day is processed in the system.

 

pin note Allow inventory box is automatically ticked when Set Stock Count is selected in the Stocktake module.

 


 

Allow auto order

 

Click in this box to place a check mark.  Placing a check mark will allow this item to be included when Automatic Ordering is in use.  Only items with a check mark in this box will be included in an automatic order.

 

Only items with a starting stock count will  be ordered correctly.  Items without a starting stock count may not order the correct suggested order quantity.

pin note Allow auto order box is automatically ticked when Set Stock Count is selected in the Stocktake module

 


 

Qty on hand

 

The number of items remaining in your store.  The amount is in unit quantities.  This box cannot be changed, it is automatically updated when Automatic ordering is in use or is updated during a stocktake.

 


 

Last Counted

 

The date that the item was last counted.

 


 

Qty on order

 

The number of cartons ordered during the last Automatic order and is awaiting for stock to arrive.

 


 

Min. Presentation

 

Minimum number of items you would like to have to maintain presentation.

 


 

Stock History

 

Clicking the stock history button displays a list of all the changes to stock levels and the reasons for these changes.

 


 

Stock Adjust

 

Use the stock adjust button to manually alter the amount of stock on hand. For more information on manual stock adjustment see Manual Stock Adjustment.

 


 

Add button

 

Use the Add button in the Inventory tab to add similar items into Automatic Ordering.  The Mini Browser will open where you can search for more items to add.

 


 

Order cycle button

 

Program how often Automatic Ordering should work for this item. See Automatic Order Cycle.

 


 

Change button

 

Use the Change button to save the changes you make in the Inventory tab.  The Change button will change colour from black to red to indicate you have made some changes and to grab your attention to click this button before you close the Item properties window.