Inventory Periods

Create an Inventory Period

On this screen you are able to create an Inventory Period for any specific range of dates, depending on the start and end.

Inventory periods can be setup in daily, weekly, or monthly intervals.

1. View > Inventory > Period Setup.

2. To create an Inventory Period, click the green plus sign.

   

3. Select whether this period will cycle in a Day, Week, or Month long period.

   

4. Fill in the number of days, weeks, or months this period cycle will regenerate.

5. Select Update, the period will be created and displayed on your list.

Note

To edit an Inventory Period go to View > Inventory > Period Setup > locate the Inventory Period > click the ‘Edit’ button > edit information > Update.

Adding a Location to an Inventory Period

If details of a particular inventory period need to be altered follow the steps below.

1. To add a Location to the Period > click the expand button.

2. Click the green plus sign > search for a location to add > check the box on the left > select the Basis Date from the drop down list.

3. Click the Add Selected Locations button at the bottom to add the specific locations.

4. To add all locations click on Add All Locations. This will add all locations that are not assigned to an inventory period to this period.

5. You will be prompted back to the Location list screen. Once you are finished adding locations, Save. To edit a location > check the box next to the location > click Edit Selected > edit date > Save.

Note: To delete a location, click the red X to the left of that location > Confirm Delete > OK.

Closing an Inventory Period

Once an Inventory Period is ready to be closed, go to

1. View > Inventory > By Location.

2. Select a location from the drop down list.

3. Select a period from the Inventory Period drop down list > click Close Period > click Close Window.

4. The next period will be created automatically.

Note

• Edit Items - To edit an item, click the expand arrow next to the item > click the Edit button > update information > Update. To remove an item, click the Red X to the left of that item > Confirm Delete > OK.

• Location Inventory Only - When you select Location Inventory Only from the Inventory Scope drop down list, ONLY items that are setup as inventoried for THAT location will appear. If no items are setup for a location, select Company Wide Inventory Item and follow steps above to add an item.

• Require Count to Close Inventory - If the setting Require Count to Close Inventory is set to ‘Yes’, you will have to set the transaction type to ‘Count’ and enter the quantity before you can close the Inventory Period.