Inventory


Uploaded by inFlowInventory on 13.06.2011

Transcript:
Let’s have a look at inventory in inFlow!
From the homepage you can access the product list, which allows you to open and edit your
products. The Product list is also accessible through the Main Menu under inventory.
You can use the filters at the top to change what appears below. You can even change which
filters you use by clicking on the field name and selecting the new filter from the list.
Here you will be able to swap filters, as well as add or remove them. Once you’ve
found the product you want to open, double click.
Along the top of the screen you will see the toolbar. This toolbar appears in several parts
of the program so it’s important to get familiar with it. From here you will be able
to create new records, save what you’re working on, create a copy of this record,
deactivate it or even add attachments.
To create a new record, click “new”. You will see an exclamation mark beside item name/code,
which indicates a required field. It is this information that inFlow uses to file your
product record so it will also need to be unique. Descriptions can also be included
and must be turned on in the General Settings window, which is found in the Main Menu under
Settings. You can change the category of your product using the category field or by accessing
the category view from the main menu. Here, you will be able to rename, delete, add or
re-arrange your categories to create subcategories if you so choose.
From the product record, you can make changes to your product details such as prices, costs
and stock levels. The price you charge your customer can be changed in the “sales info”
section on the left and automatically updates your mark-up percentage (provided inFlow knows
your cost). The specifics of product costing are covered in more detail elsewhere but it
is important to note that the cost field is where inFlow looks for the cost to calculate
mark-up and profit. If you are using inFlow to purchase new items then this value should
be updated automatically. However if you are not purchasing through inFlow you may need
to set up the cost manually by switching to the manual costing method and entering the
cost yourself. It is important to maintain this information if you want to have accurate
profit reports down the line.
At the bottom of the record in the inventory section you will see your stock level. You
can also change your stock levels directly by selecting the quantity and changing it
here. If you have stocked this item in more than one location you will see the locations
and the total listed here.
Along the bottom edge of your product record you will see a series of tabs which allow
you to access the main information, extra info, product vendors, movement history and
order history. You can set up barcoding by clicking into the barcode field and then scanning
with a barcode reader. You can also set up different units of measure, for example if
you buy by the case but sell individual items. If you manufacture any finished products from
raw materials, you will be able to set that up here using the bill of materials. In addition,
the Product Vendor tab allows you to set up vendors and their prices for this product
so that the information is available to you in Purchase orders.
Your movement history tab holds the history of all the changes made to that product, you
can easily see when you made that stock adjustment, or when you last received stock. What’s
more, if you are looking for a specific transaction, the order history can help you find the right
one as it lists all orders containing that product. Found the order you’re looking
for? Double click to open it! Finally, if you’re looking to see what items you have
in a certain location why not check out the current stock feature? This option is available
through the main inventory menu or via the homepage. In the Current Stock window you
can filter by location so that you can see everything that is stocked in any of your
warehouses, or simply list it as a whole. You can even double click to open your product
record in a new tab.
For more information on the features discussed here please see our other tutorial videos
or, visit our website at www.inflowinventory.com