You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

To create an inventory list for a expense order, go to the "Inventory" tab.

'Expense Order (create)' form. The 'Inventory' tab

To add an inventory item, click the Add or Pick button (refer to the par. Working with the pick operation). You can also add item prices via Excel import. To do it, click the button on the tabular toolbar and follow the step by step tips in the displayed window. You can download the table template with values copied from the Excel document. The template can be modified in "Administration" section.

Firstly, fill in the Items column. To open the shipped inventory list, click the "Show all" hyperlink in the drop-down list. To learn more about creating inventory and services items, refer to the Filling Items Catalog section.

You can specify some additional features of the inventory item (such as size, color etc.) in the Characteristic column, if the "Keep inventory accounting by characteristics" option in the "Purchases" section is enabled. To learn more about purchase settings, see par. Settings for the 'Purchase' section.

In the Content field inventory description for the documents print forms is specified. By default, this field is completed with a full name of an item.

The Batch column is available, if the "Keep inventory accounting by batches" option is enabled in the "Purchases" section. To learn more about purchase settings, see par. Settings for the 'Purchase' section. This field is completed if it’s needed to account inventory by separate batches (e. g. inventory shipment with expiration date or inventory, accepted on commission, processing and safe custody).

In the Quantity field inventory and services quantity is defined.

In the Available field inventory amount available on a warehouse during shipment is displayed.

You can specify units of measurement (Unit), if the "Item accounting in different units of measure" option in the "Purchases" section is enabled. To learn more about purchase options, see par. Settings for the 'Purchase' section. The field is automatically completed with the unit of measurement specified for the selected item.

If selling inventory sets option is enabled, you can add the Specification for the set shipment. The "Use sets" option can be enabled in the "Purchases" section. To learn more about section options, see par. Settings for the 'Purchase' section.

Clicking the active Set Components button on the toolbar above the inventory list, you can see the set composition. This button is active only for rows, containing items of the "Set" type.

  • No labels