Invoice Items & Inventory Management

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Item Reservations

Introduction The Item Reservation feature allows you to reserve Inventory Parts and Serialized items that are currently in your warehouse(s) and prevent them from being sold to another Customer:Job.  Once reserved, you can only place the reserved items on Sales and Invoices for the Customer:Job that they are reserved for. Enabling the Item Reservation feature …

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Inventory Valuation Methods

Introduction to Inventory Costing Inventory accounting may sound like a huge undertaking but in reality, it is quite straightforward and easy to understand. You start with the inventory you have on hand. No matter when you sell a product, the value of your inventory will remain constant based on accepted and rational methods of inventory …

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Item Lookup

Item Lookup Introduction The Item Lookup window is a powerful tool used to locate invoice items when completing estimates, sales, invoices, purchase orders, and other similar forms. As an overview to the Item Lookup concept, items are located in the item list on the left-hand side of the window, then transferred to the “basket” on …

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Item Update Historical Transations

Introduction From time to time it may be necessary to change the [Chart of Account] selection for your Invoice Items. When this is done you will be presented with the option update historical information. What this means is that you are able to change the account previous transactions using this item have been posted to …

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Inventory Replenishment (reorder)

Introduction to Inventory Replenishment This help topic will explain how you can easily evaluate your current inventory status and quickly generate Purchase Orders to replenish your stock levels. Usage Use this feature to monitor stock levels of inventory items and reorder as needed. Reordering is done through the creation of Purchase Orders. This form makes …

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Inventory Adjustment and Review

Introduction This topic covers the use of the Inventory Review/Adj form. Usage Use this form to adjust the quantity on hand (how many you have in stock) and\or move items from one location to another. Typically, this form is used after an inventory is taken and the actual number of items in stock don’t match …

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Inventory Item Adjustment (Serialized)

Introduction This topic covers the use of the serialized inventory item adjustment form. There is another topic that covers adjustments for non-serialized items called Inventory Item Adjustment (non-serialized). Usage Use this form to adjust the quantity on hand (how many you have in stock), locations of the item (what warehouse the item is located in), …

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