Inventory Topics List

Inventory Topics List

Items

Creating items

To add a new item -- all types

To create a record for an item you buy, sell and inventory

To create a record for an item you buy and sell, but don't inventory

To create a record for an item bought for office use only

To create a record for an item built from components (Auto-Build)

To create a record for an item used as a component (Auto-Build)

To create a record for a "service item"

To create a consignment item

To create an item record using information from another item record

Other considerations when creating items

Be careful using the backslash character

Choosing linked accounts for items

Entering buying and selling units of measure

The primary vendor's item number, or no item number, prints on item purchases

You can insert and delete lines, and insert header and subtotal lines on sales and purchases

Entering line items, headers and subtotals on a sale

Entering line items, header and subtotals on purchases

Adding details and custom information about an item

Entering a description of the item

Entering restocking information

Entering pricing level information for an item

To enter pricing level information for an item

To copy pricing level information from another item record

Creating custom lists and fields entries

Linking a picture to an item or card record

To display a picture (or change the picture displayed)

To remove a link to a picture

Entering the item's opening quantity and value

To count your item's opening quantity

To enter the item's opening quantity and value

Entering historical information

To enter historical information about an item

Changing items

To change basic item information

To change the price of items

To change the price of items using pricing shortcuts

Inactivating and deleting items

To inactivate (reactivate) items

To delete items

Building Items

Creating an item that you build

To build an item

Auto-building items

To auto-build an item

To auto-build an item (To Do List)

To order an item (To Do List)

Finding, changing, deleting and reversing build transactions

To find a transaction

To change a transaction

To reverse a transaction

To delete a transaction

Adjusting Inventory

Entering information in the Adjust Inventory window

To adjust item quantities

Counting inventoried items

To count inventoried items

Adjusting item quantities and unit costs

To adjust an item's quantity and unit cost

Adjusting item total values and unit costs

To adjust an item's total value and unit cost

Finding, changing, deleting and reversing inventory adjustments

To find a transaction

To change a transaction

To reverse a transaction

To delete a transaction

Analyzing Inventory

Using the Items Register

Using the To Do List to manage inventory

Using Find Transactions -- Item

Using the Analyze Inventory window

Using the Transaction Journal -- Inventory

Using Inventory reports

Multiple locations

Using multiple locations for inventory

To use multiple locations for inventoried items

To move inventoried items

Editing, deleting and inactivating locations for inventoried items

To edit a location for inventoried items

To delete a location for inventoried items

To activate or inactivate a location for inventoried items

Receive items

Receiving inventory

To receive items from a vendor (Receive Items feature)

Changing quantities you've entered using the Receive Items feature

To change a quantity for an item receipt

Deleting and reversing item receipts

To delete or reverse an item receipt

Finding an item receipt

Negative inventory

Using negative inventory