Inventory Control Steps

Setup Steps

To set up inventory control in the system, enter the following information:

Global inventory parameters on the Inventory Parameters form.
Product Codes to group similar types of items on the Product Codes form.
Stock locations on the Locations form.
Warehouses on the Warehouses form.
Units of measure on the Units of Measure Codes form. See Create units of measure and unit of measure conversion records for more information.

Follow these steps to manage your inventory:

Create item records on the Items or Multi-Site Items form.
Set up vendor and item cross-references on the Vendor Contracts form.
Set up vendor and item pricing cross-references on the Vendor Contract Pricing form.
Define the routing and bill of material for each item on the Current Operations and Current Materials forms.
Create item lots on the Lots form.
Add items to additional warehouses (other than the default warehouse) on the Item/Warehouse form.
Specify the stockroom location of each item and the beginning on-hand quantity on the Item Stockroom Locations form.
Enter stock/inventory transactions.
Manage obsolete and slow-moving inventory.
Monitor data on the Inventory Control Home form.