The Inventory Items card
The inventory module is used for general inventory management and can be used as the central module for sales and purchase invoicing.
Inventory movements are determined according to the posting rules selected in the purchase and sales order modules. Inventory levels can, however, also be edited manually in the Inventory module itself.
It is the ‘Item type’ selected on the item card, that determines whether the inventory levels for the item are driven by the inventory module or not.
The item group determines how the item is grouped in the chart of accounts and MUST be selected.
Users must also determine whether they would like Uniconta to accept negative inventory levels under Company/Preferences.
The item card – description of fields
Use the navigation panel to go to Inventory/Items. The item card is divided up in to several sections, such as the ‘Description’, ‘Prices’ and ‘Group’ sections.
(Click on screenshot to enlarge.)
In stock (Physical) Automatic field – number of items physically in stock.
Reserved Automatic field – number of items reserved.
Ordered Automatic field – number of items on order.
Available Automatic field – number of items available.
Available for reservation Automatic field – number of items available for reservation.
Brand Select the brand here if the item should be defined by brand.
Category Select the category here if the item should be defined by category.
Minimum stock level Enter the minimum stock level acceptable for the item– this is used to trigger re-orders
Maximum stock level Enter the maximum stock level acceptable for the item – this is used to prevent over ordering
Purchase quantity Enter the minimum amount to be ordered upon purchase – this is also to manage re-orders
Default sales quantity Enter how many of the item is usually sold and this amount will be entered by default upon ordering, but can be edited.
Use Alternative Select from ‘Never’, ‘Always’ or ‘Zero in Stock’
Alternative item Select an alternative item to be used, for example a replacement item when this item is not available.
Project, dimensions and variant selections are also available if set up for the company.