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The Inventory tab includes a list of goods received to a specific warehouse or warehouses.


The "Goods Receipt Note (create)" form. The Inventory tab

To add an inventory item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the  button on the table toolbar and follow the step-by-step instructions in the appeared window.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).

The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items received from consignment or third-party contract warehouses.

By default, the Content field, is populated with a name of the item. If needed, provide the inventory item description for the document print forms.

In the Quantity column, you can specify the item quantity and in the UOM column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.

The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and can select a specification to be used for the item if item is a Set.

Click the Set Components button on the toolbar to specify the components for the set.

The Available field shows the quantity of the item currently available in the warehouse.

The tab toolbar buttons

Use the Up and Down (  ) buttons to rearrange the items in the list.


The Set Components button on the table toolbar is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form). This button is enabled only for items of the Set type (for details, see Items). For each item which is a set, you can select the Specification. To view a list of the set components, click the Set Components button on the toolbar – this opens the Set Components dialog box (below in the topic).

The Set Components dialog box

You can use this dialog box to select the specification for an item which is a set.


The Set Components dialog box

The Specification field shows the default specification for the item, however, you can select another one or create a new specification if needed. The table contains the list of items included in the set.

Click Apply to use the selected specification for the set and close the dialog box. Click Close to close the dialog box without applying the changes.



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