Show TOC

Function documentationInventory Information

 

This function allows you to review detailed inventory information about the items in your store using the Inventory Information and Inventory History windows.

To review an item’s information, the item must be inventory controlled. You can mark an item as inventory controlled by clicking Inventory Control in the PLU Maintenance window, and you can enter the initial on-hand inventory information for the item in the Inventory Control tab of the PLU Maintenance window.

Features

To open the Inventory Information window:

  1. Click Inventory Information on any of the following windows:

    • PLU Maintenance window

    • Purchase Order window

    • Receiving window

    • Store Transfer by PLU window

    • Inventory Adjustment window

    • Physical Inventory Maintenance window

  2. The following list describes the fields used to set the inventory information in the Inventory Information window:

    • PLU — This field contains the item’s PLU number. The adjacent field describes the item associated with the PLU number. You can define the item’s description when you define its PLU.

    • Ordering Number — This field contains a unique number that is used to track the item during inventory transactions. You define the order number in the Ordering No. field in the PLU Page 1 tab of the PLU Maintenance window. No action is required; Store Manager completes this field.

    • Department — This field contains the ID number of the department to which the item belongs. The adjacent field describes the group in which the item belongs. You can define the item’s department in the Dept Number drop-down list in the PLU Page 1 tab of the PLU Maintenance window.

    • Retail Price — This field contains the item’s retail price. You can define the item’s retail price in the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window.

    • Use Dept Settings — This field indicates whether item or department settings are used for determining the item’s prices. You can define whether the Store Manager uses item or department settings using the Use Department in the PLU Page 1 tab of the PLU Maintenance window.

    • Sugg. Retail Price — This field contains the item’s suggested retail price. You can define the suggested retail price in the Sugg. Price field in the PLU Page 1 tab of the PLU Maintenance window.

    • Package Qty — This field indicates how many of the item are in a package. You can define the package size in the Package Qty field in the PLU Page 1 tab of the PLU Maintenance window.

    • Cost — This field contains the item’s cost. You can define the item’s cost in the Default Cost field in the PLU Page 1 tab of the PLU Maintenance window.

    • User Flags 1-6 — These fields indicate the user flags to which the item belongs. You can assign the item to user flags using the User Flags 1-6 drop-down lists in the PLU Page 2 tab of the PLU Maintenance window.

    • Vendor — This field contains the ID number of the item’s vendor. The adjacent field contains the name of the item’s vendor. You can define the product’s vendor using the Vendor ID field in the Vendor/SKU tab of the PLU Maintenance window. You can define the product’s vendor using the Vendor ID field in the Vendor/SKU tab of the PLU Maintenance window.

    • Include in Suggested Orders — This field indicates whether the on-hand quantities of this item are selected when the Store Manager generates a suggested order. You can define whether the Store Manager includes the item in suggested orders clicking Include in Suggested Orders in the Inventory Control tab of the PLU Maintenance window.

    • Min Stock Qty — This field contains the minimum on-hand quantity of the item. The minimum stock amount is used to generate a suggested order. You can define the minimum stock on-hand for the item using the Minimum Stock on Hand field in the Inventory Control tab of the PLU Maintenance window.

    • Max Stock Qty — This field contains the maximum on-hand quantity of the item. The maximum stock amount is used to generate a suggested order. You can define the maximum stock on-hand for the item using the Maximum Stock on Hand field in the Inventory Control tab of the PLU Maintenance window.

    • Quantity On Hand — This field contains the current on-hand quantity of the item in your store. Store Manager maintains a perpetual count of the item’s on-hand quantity, including sales, receiving, and transfers.

    • Qty Preissued — This field contains the quantity of the item that is currently reflected on pending purchase orders. Store Manager maintains this value automatically.

    • Qty On Order — This field contains the quantity of the item that is currently reflected on issued purchase orders. Store Manager maintains this value automatically.

    • Last Sold Date — This field contains the most recent date on which the item was sold. Store Manager maintains this value automatically

    • Last Returned Date — This field contains the most recent date on which a customer returned the item to the store. Store Manager maintains this value automatically

    • Last Ordered Date — This field contains the most recent date on which your store issued a purchase order containing this item. Store Manager maintains this value automatically.

    • Last Rcvd Date — This field contains the most recent date that you received the item in your store. Store Manager maintains this value automatically.

    • Last Vendor ID — This field contains the ID number of the vendor that most recently supplied the item to your store. Store Manager maintains this value automatically.

    • Last Cost — This field contains the amount the vendor charges the store for the item. You can define the cost to the store using the Cost field in the Vendor/SKU tab of the PLU Maintenance window.

  3. List of Orders — This field generates the List of Orders report. The List of Orders report provides information about purchase orders and receiving transactions. The List of Orders report is linked to the report template designer. You can use the report template designer to alter the appearance and layout of the List of Orders report. For information about the template designer, see Working with Designed Reports.

  4. Inventory History — This button opens the Inventory History Information window.

  5. Report — To generate a report for this item, click Report.

To open the Inventory Information window:

Click Inventory Information on any of the following windows:

  • PLU Maintenance window

  • Purchase Order window

  • Receiving window

  • Store Transfer by PLU window

  • Inventory Adjustment window

  • Physical Inventory Maintenance window

To open the Inventory History window:

  1. Click History on the Inventory Information window.

  2. You can review the item’s historical inventory information in this window, but you cannot edit the information.

  3. The following list describes the headings in the Inventory History information window:

    • Period — This field contains the date at the start of the period and the end period. You can define the type of time period that the Store Manager uses to organize the historical information using the Period Type drop-down list in the Inventory Parameter Maintenance window.

    • Quantity Sold — This field contains the total quantity of the item that the store sold during the period. Store Manager automatically maintains this value.

    • Quantity Returned — This field contains the total quantity of the item that customers returned to the store. Store Manager automatically maintains this value.

    • Quantity Adjusted — This field contains the quantity of the item involved in manual on-hand inventory adjustments you made during the period. Store Manager automatically maintains this value.

    • In Stock Quantity Closing — This field contains the on-hand quantity of the item at the period end date. Click on the Closing button to display the closing quantity. Store Manager automatically maintains this value.

    • In Stock Quantity Minimum — This field contains the lowest on-hand quantity of the item during the period. Click on the Minimum button to display the minimum quantity. Store Manager automatically maintains this value.

    • In Stock Quantity Maximum — This field contains the highest on-hand quantity of the item during the period. Click on the Maximum button to display the maximum quantity. Store Manager automatically maintains this value.

    • Quantity Ordered — This field contains the quantity of the item that was reflected on purchase orders you issued during the period. Store Manager automatically maintains this value.

    • Quantity Received — This field contains the quantity of the item that was received into the store during the period. Store Manager automatically maintains this value.

    • Transfer In — This field shows the number of items that were transferred into the store from another store.

    • Transfer Out — This field shows the number of items that were transferred out of the store to another store.

    • Net Sales Total — This field contains the total net sales amount for this item.

    • Received Cost — This field shows the cost of the items received into inventory.