Documentation

To Search, Edit and View the Inventory List

To Search, Edit and View the Inventory List

  1. Click Inventory on the navigation bar
  2. From the drop-down menu select Inventory List  button and the Inventory List is displayed:
    • Search for items by SKU, by Description or by Code
    • Search for items by Type
    • View Disabled Items
    • Apply Filters button to search for items
    • Actions button to Export the Inventory List (if required)

  3. To edit an item on the Inventory List, select the Edit Item button and the Edit Item page is displayed:
    1. Change Item DescriptionAdd Alternate Item NumberAdd Secondary CodeChange Sub-TypeChange V.A.T. amountChange Default LocationChange Default VendorChange Unit of Measure (UOM)Add Minimum Stock (Par Levels)Enable/Disable Case Conversions (if required)Enter Case Sum (if required)Enter Alias Description (if required)Select Alias UOM (if required)
    • Update button to save
    • Disable button to disable items
    • Enable button to enable items

  4. Item can also be searched via the Locations  and Cost Centers buttons .
  5. On the Locations page users can:
    • Search for items by SKU, by Description or by Code
    • Select the Location
    • Search Items with zero stock
    • Apply Filters button to search for items
    • Reset Filter button to remove all filters
    • Edit Item button to adjust item quantity on hand

  6. On the Cost Centers page users can:
    • Search for items by SKU, by Description or by Code
    • Select the Cost Centre
    • Search Items with zero stock
    • Enter Par Levels
    • Apply Filters button to search for items
    • Reset Filter button to remove all filters