Multiple Warehouses

By default, the company has one warehouse (the Main warehouse). If your company has more than one warehouse, select this option. With this options selected, you will need to specify warehouse in each document with the item list, and thus, you will be able to keep inventory records by warehouse.

Multiple UOMs per Item

If the option is selected, you will be able to use multiple units of measurement (UOMs) for each item on the Items form, and corresponding fields/columns for UOMs will be available in all documents.

If this option is not selected, only a single default UOM can be selected for each item on the Items form. The default UOMs must be defined on the Global Units of Measurement (UOMs) form.

Enable Packages

If selected, this option allows you to create various types of packages (such as box, case, pallet), define their sizes and maximum weights. Then, you can assign to each item a number of packages, and in documents you will be able to specify the quantities of items in these packages.

Enable Item Characteristics

With this option selected, you can add additional characteristics (such as size, color, brand) to specific inventory items (if the Use Characteristics check box is selected on the Accounting Parameters tab for each such item) and track them. The documents (Invoice, Invoice Received, Inventory Transfer, and so forth) will have the Characteristics column on the Inventory tabs.

For more information, refer to How to work with item characteristics.

Batch Tracking

Selecting the option allows you to set up tracking of specific items by batch and expiration date in receipts and issues. To track batches for a specific item, for this item in the Items master data (on the Accounting Parameters tab), select the Use Batches check box.

Specifying batches is mandatory for items received for consignment sales, subcontractor processing, or for storage in contract warehouses. The Batch Tracking option becomes automatically selected once you select any of the mentioned options.

For more information, refer to How to work with batches.

Serial Number Tracking

This option (if selected) turns on the functionality associated with serial numbers; you will be able to assign serial numbers to specific items; those with the Use Serial Numbers check box selected on the Accounting Parameters tab of the Items form.

For more information, refer to How to work with serial numbers.

Include Serial Numbers in Document Print Forms

(This option is available only if the Serial Number Tracking option is selected.)

With this option selected, the application will print item serial numbers (if available) along with other item details in printable versions of documents.

Control Stock Balances by Serial Number

(This option is available only if the Serial Number Tracking option is selected.)

Select this option to be able to control item stock balances by serial number. You can turn on this functionality at any time; however, for correct tracking, you need to specify the start date in the Start Date of the Balance Control field.

Start Date of the Balance Control

Select the date starting which the inventory balances will be maintained for items with serial numbers used.

Enable Barcodes for Items

This option turns on the functionality that supports usage of barcodes for items. Once you enter barcodes for items, you will be able to use barcode scanners or enter barcodes manually when receiving and issuing items and search items by barcode.

For more information, refer to How to work with item barcodes.

Separate Inventory and Financial Documents

With this option selected, separate documents will be used for recording inventory movements and financial transactions – you will need to create additional documents that register inventory movements (Goods Receipt Notes and Goods Dispatch Notes) in addition to financial documents that register sales, purchases, and returns. If this option is not selected, Goods Receipt Notes and Goods Dispatch Notes are not used, and stock levels are calculated based on financial documents such as Invoices, Invoices Received, Debit and Credit Notes and Inventory Transfers, Inventory Write Offs and Inventory Receipts.

Enable Bin Locations

This option (if selected) allows you to configure the storage system for all or the selected warehouses (with the Use Bin Locations option box selected on the Warehouses form). With warehouse isles, shelves, cells, and other "bin locations", you will be able to quickly determine the location of specific items in the warehouse. With this option selected, you will have to specify a bin location for each item received to warehouses with bin location structures and issued from them.

For more information, refer to How to work with bin locations.

Enable Stock Reservations

Select this option to be able to reserve items for specific customer orders.

For more information, refer to Overview of Inventory Reservations.

Languages for Additional Descriptions of Items

In this field, you can select a language in which additional descriptions will be provided for items.

Custom Statuses for Purchase Orders

Select this option to enable custom statuses of purchase orders. To edit the statuses list, click the Edit the List of Custom Statuses for Purchase Orders link. By default, there are only three options in the statuses list. You can add new statuses by using the Create button on toolbar. Also, you can specify a default status for new orders, by selecting the status in the list and clicking the Set As a Default Status of New Purchase Orders on the toolbar— after that, this status will be automatically assigned to each new purchase order.

Status "In Process"

This field appears only if the Custom Statuses for Purchase Orders check box is not selected. You can select another status that would indicate an order in process. Also, you can redefine the default status by selecting another font and background color.

Status "Completed"

This field appears only if the Custom Statuses for Purchase Orders check box is not selected. You can select another status that would indicate a completed order. Also, you can redefine the default status by selecting another font and background color.

Receive Goods for Contract Warehousing

Select this option if your company receives goods or materials for temporary storage at warehouses on contract with other companies. This makes the following transaction types available:

• Receipt for Contract Warehousing for Invoice Received
• Return from Contract Warehousing for Invoice

Issue Goods for Contract Warehousing

Select this option if your company intends to store its inventory on contracts at third-party warehouses. This makes the following transaction types available:

• Issue for Contract Warehousing for Invoices
• Return from Contract Warehousing for Invoices Received

Enable Discounts and Markups in Purchase Documents

Select this option to enable the fields for discounts in purchasing documents. If the option is selected, you also need to choose the discount application method from the following two options:

• Apply Discounts to Amounts: To apply discounts to line amounts.
• Apply Discounts to Prices: To apply discounts to item prices.

Then, the purchasing documents will have the Discount, %, Discount, or Discount Price columns on the Inventory and Services tabs depending on the selected discount application method. You will have to enter all the discounts manually.

Length UOM

Select the length UOM (from the Global UOMs list) to be used as the default unit of length measurement.

Weight UOM

Select the weight UOM to be used as the default unit of weight measurement.

Volume UOM

Select the volume UOM to be used as the default unit of volume measurement.

Volume Calculation Factor

This value is used to calculate the package volume based on the height, length, and width.

Issue Goods for Processing by Subcontractor

Selecting this option enables your company to issue the goods for processing to be made by another company, subcontractor. Also, it adds the following transaction types:

• Transfer to Processing for Invoice
• Return from Processing for Invoice Received

Receive Goods for Processing as Subcontractor

Selecting this option enables your company to receive the goods for processing as a subcontractor. Also, it makes the Subcontractor Report available in the Purchasing module and adds the following transaction types:

• Receipt for Processing for Invoice
• Return from Subcontractor for Invoice Received