How To: Setting Up Inventory Preferences (03-90-02)

Overview

This selection is used to set up your preferences for Item Master (03-01) and Item Number Search (03-05).

Step-by-Step

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  1. Complete the following fields:

    2. Select the Cost or Price Fields (0, 13-25)
    (0, 13-25)

    Select the cost or price fields that appear when Item Number Search (03-05) by Brand, Product Type, or Item Number is initiated. The fields also displays in the Qty Onhand By Branch (03-03) and Inv Available For Sale (03-07) selections.

    NOTE: Only fields 13-23 are used for the Inv. Available for Sale selection.

    0 – No selection will display
    Field 13 -Vendor Price
    Field 14 – Unit Cost
    Field 15 – Last PO Cost
    Field 16 – Wholesale Price
    Field 17 – Minimum Selling Price
    Field 18 – Selling Price
    Field 19 – List Price
    Field 20 – Price #5
    Field 21 – Price #6
    Field 22 – Price #7
    Field 23 – Price #8
    Field 24 – Regular Spiff
    Field 25 – Promo Spiff

    Any cost or price field is allowed. The four columns displayed in Item Number Search can show all costs, all prices, combinations, or nothing.

    Enter the number of leading common characters
    This preference is used in Item Number Search when searching by Item Number.

    Indicate the number of digits that item numbers have in common. (For companies that have licensed Matrix Inventory processing or companies that have set up models coming in various colors with same characters in the beginning of the Item Number field.) Most companies have no common characters at the beginning of their item numbers; if this is the case with your company, enter a 0 (zero).

    Enter Title 1
    Enter the first word to describe the leading common characters that will be separated by a “/” from other characters in the Item Number field when using Item Number Search by Item Number. Title 1 can be left blank.

    Enter Title 2
    Enter the remaining description for above. Title 2 can be left blank.

    Commitment Type Titles
    This feature is not available at this time.

    Vendor Price Changes in Master File
    (Y/N)

    Enter ‘Y’ to not allow changes to an item’s Vendor Price (Field 13) in Inventory Master (03-01), if that item has been received (and updated) on a Purchase Order.

    Enter ‘N’ to allow changes to an item’s Vendor Price (Field 13) in selection 03-01, regardless if the item has been received (and updated) on a Purchase Order.

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