Inventory Details window

See also: Important information on the Mark Deleted button.

Topic overview

The Inventory Details window shows the basic information including the part number, description, supplier, cost price, retail price and quantities in stock. Many point of sale systems stop there, but with System Five, you can click on the tabs and enter much more information about each item. The large left and right arrow buttons move you through the various windows and the small left and right arrows on the right side of the tabs at the top of the window move the list of tabs.

Access

To access the Inventory Details window shown in Figure 1, use the following Navigator menu path:

Inventory and Purchases > Inventory> New item, complete the required fields in the Add New Part dialog box/Inventory wizard and click [OK].

OR

Inventory and Purchases > Inventory> Edit item, in the Part Find window select the desired existing inventory item.

Related topics

The Inventory Details window is the main window used for tasks in the Inventory menu. See Inventory menu - contents for all related topics.

System500001130.gif

Figure 1: The Inventory Details window

Window parts descriptions

The topics detailing the window's parts are listed in Table 1. Click on the following links to understand the options available in this window's Toolbar and tabs.

The Toolbar buttons

The Superseding Parts tab

The Information tab

The Taxes tab

The Glass Options tab
(Requires the Purchase of the Glass Module)

The Misc Parts tab

The Cost and Landed tab

The Rentals Rates tab
(Only visible for Rental type Parts)

The Retail Prices tab

The Rental Units tab
(Only visible for Rental Unit type Parts)

The Cost and Landed tab

The Contract Prices tab

The Cost and Stock Levels tab

The Comments tab

The Invoice Back Orders tab

The Customer Part Numbers tab

The Extra tab

The Units tab
(Only visible for Unit type Parts)

The kits tab

The Size Matrix tab
(Only visible if Size Matrix option is enabled.)

The Serial Numbers tab
(Only visible for Parts with Serial Numbers)

The S.P.I.F.'s tab

The Sales History tab

The Modifiers tab

The Purchase Orders tab

The Serial Numbers tab
(Only visible Select Lot - Serial Numbers)

The Alternate Suppliers tab

The Physical Count tab

The Departments tab
(Only visible in Departmentalized systems)

The Promotions tab
(Only visible if the Promotions Option is in use)

The Superseding Parts tab

The Case Breakdown tab

The Locations tab
(Only visible if the Advanced Inventory Control Option is in use)

The Health Billing Categories tab
(Only visible if the Health Billing Option is in use)

The Inventory Dimensional Product Tab
(Only visible if the Dimensional Product Option is in use)


Table 1: Window parts

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The Navigator buttons are shown in Figure 2:

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Figure 2: The Navigator buttons

If you set your monitor to a resolution of 1024x768 or higher, the list of tabs (windows) appear on the left of the window as shown here. This 'Select' list makes it easier to navigate through the tabs or windows in the Inventory Details window.
In lower window resolution, you need to use the System500001132.gif buttons located in the upper right corner of the window to scroll horizontally through the available tabs.

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Mark Deleted

This button allows you to mark the item for deletion. Note that the item is not actually deleted, but just marked that it should be deleted. If you have some discontinued items in stock, you can mark the item for deletion. The items remain in your system and show up on reports and be available to sell until the last one has been sold. Then it appears to disappear and only be available for historical purposes, such as viewing customer history or an old invoice.

It is possible to completely remove an inventory part, only if it has never been sold or ordered on an purchase order. Clicking the Delete button displays a drop down menu, as shown in Figure 3.

System500001133.gif

Figure 3: The Delete button - drop down menu

The Delete Immediately menu item is only enabled if the part has not been sold or order on purchase order. Being assigned to a unit record does not prevent the deletion of the inventory part, in that event, the link between the unit record and the inventory part is removed and the unit remains in the system.

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