1. Powerful Tools for Tracking Your Inventory
Beginner

2. Agenda Parameters & Options Parts Master File
Processing – charge parts, receive/adjust parts
Reports & Inquiries

3. Parameters Files – Parts/Invoicing Parameters – Options Main Options:
Keep Average Cost when on-hand becomes zero
Suppress Negative Qty Message
Extra On Hand Info
Supplier Cost Prices screen
Rec/Adjust Parts – move $ value
Default Costing Method

4. Parts Master Category – drives G/L postings
Stocking Item Status – min/max
Per (Unit)
Notes – first line of notes appends to many PO forms as part of description
Supp Cost – store up to 10 supplier cost prices/part numbers
Misc – default cost item/type for PO creation

5. Supplier Cost Information updated automatically from PO creation
Alternate Part No. can print on some PO forms

6. On-Hand
The look of this screen is dependent on the flag selected in Parameters/Options screen – show Extra On Hand Info

7. Miscellaneous Default cost item/type
Default Cost Takeoff – for creating estimates and quotes

8. Assemblies/Bill of Materials
Assemblies require Receive/Adjust Parts to update the quantity on file and reduce the quantities of the raw materials while Bill of Material is used to select a number of items of raw materials by choosing a “kit”.

9. Receive Parts against P.O.
If Packing Slips are turned on, you can edit those if quantities or unit prices were incorrect.
Single Release vs. Multiple Release POs react differently.

10. Receive/Adjust Parts
This may prompt for the type of adjustment if parameters/options set up to “move $ value” and if at least one adjustment type has been created.
This program can be used to move parts from one warehouse to another.

11. Charge Parts to Jobs & W/Os

12. Reports Re-Order Report Inventory Transaction Log
Inventory Usage Report
Valuation List by Category