Knowledgebase :: What does Auto Update of Inventory feature do?

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What does Auto Update of Inventory feature do?

When you set up the Auto Update of Inventory feature in the Main Menu > Work Order Options > Auto Update
of Materials Inventory (mark X box) this is what happens:

When a Work Order is created, you will automatically be taken to the data entry screen.
To exit click on either; WORK ORDER DONE or KEEP AS ESTIMATE.

If you click on WORK ORDER DONE, the inventory will be automatically updated.
If you click on KEEP AS ESTIMATE, the inventory will not be affected.

In order to modify a work order you will need to click Modify Work Order.
This will put all items back into inventory.
When you exit the data entry screen, the items will be removed from inventory.

There are pros and cons for using either auto or manual inventory systems. In the Price Codes file you will need to use one or the other, or none.

If you have entered inventory in the Price Codes file and wish to clear entries and start over follow these instructions:

Taking inventory of the Price Codes file

1. Navigate to Price Codes file

2. click Moulding side bar button to find all of the wood, metal, liner, fillet etc. items in your database.
You can then do the same for each of the other side bar button groups listed on the left side of the Form View screen.

Or
you may want to search for only those items that are in stock. (eg. Click Find > enter >0 into the Qty field.)

3. Use the Inventory List View button to see a list of your stock.

4. Use the Sort button to sort the items by location or quantity or whatever will help you in your manual inventory.

5. Use the Print List button to print a document to use in conjunction with your physical inventory count.

In the Inventory List screen, you can enter the amounts which have been counted into the Actual field. Actual fields which have a value of zero in them will replace the value in the Quantity field with zero. Once a number is entered into the Actual field, the difference will be calculated automatically in the Variance field. This will provide you with a variance report of what you thought you had in inventory and what is actually there. Large variances should be investigated. Once you have entered your numbers into the Actual column, you can move all of the numbers into the Qty field.

Moving Actual into the Quantity Column

To move the numbers from the Actual field to the Qty field, go to the Main Menu > Clear Inventory Fields. Click on the button titled, Move the values from the Actual field to Quantity field and clear the Actual field.

Do NOT click on the Clear All Retail Items button. This will delete the amount in ALL of the Quantity fields.

When finished, the screen will show a listing of all items in the Products file which have had the value in the Actual field moved to the Qty field.