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Here is the form to add or change inventory items. Even if you don't actually track an inventory item, sometimes it's a good idea to add a part to the inventory so you can look it up easier and faster.

 

 

Parts that are not in inventory can be added from the Estimate or Work Order section of the program as you buy them. You can add parts that are not in inventory to this section and leave the quantity as 0. Doing this will cause the program to put the item on order when that part reaches the minimum in quantity. The plus side to doing this would be to find out what parts you are using all the time, but do not stock.

 

The UPC Code is not required. However if you are going to use it, you should know it must be unique in the inventory. Most of the time you'll want to scan this in using a barcode scanner.

 

The Part# is 30 characters and is alphanumeric. You can scan in a part# also. It must be unique in the inventory.

 

Description is 40 characters.

 

 

Next is Category. All parts are arranged by category to help you find them faster. Category is a required field.

Enter  the Category of the parts; like Brakes. Clicking on the box with the three dots (called an ellipse) will bring up a list of existing categories. You can add a category to this list. Categories are very important to many parts of the software.

 

Location is another lookup field. However, you can turn this off in the company setup area if you're not using it.

 

Vendor is a required field. There is a lookup for this, again, by clicking on the ellipse. More about vendor.

 

Manufacturer is not a required field. If you don't need it you can hide it by going to the Company Setup/Screen Settings.

 

Cost is your cost. The Markup if available will automatically figure out your retail. The program will get the markup from the company setup area, but you can change it here. If you don't want a markup, change the markup to zero and you can type in any retail price. If you have a Markup Table, depending on the cost, the markup will be displayed from the Markup Table and will display when you type in the cost and press tab.. If you are changing an inventory item and you want to bring in the markup from the Markup Table, just right click on the markup, then click on it.

 

Wholesale Markup works off of the cost to create a wholesale price.

 

In order for the program to suggest ordering, you must fill in the Minimum Quantity and Qty to Reorder fields. After you have completed a repair order or sold an Invoice through the Point of Sale, the program will look at the Minimum Quantity and if the New Quantity is below, it will be placed on the suggested reorder list.

 

The next section with number sold, on order, on hold, minimum and maximum will be taken care of by the program as you order and sell items.

 

Click in the Code section for New, Used, etc...

 

Click on the Extended Description to put in anything that is not covered on this screen.

 

To use serial numbers, simply check the serial box, and the Serial Number button will display. From there you can add unlimited serial numbers for this part.

 

Pictures are not stored in the database, but on your computer. You are responsible to back them up. The path to the picture is stored in the inventory and the pictures are displayed on the right of the screen. Select the Pictures Tab to add pictures. You can have up to three.