Webinar 3 - Inventory Management

Inventory materials are items that you stock for resale. Many day-to-day inventory management functions are available in the Utilities module, which offers a full array of functions for managing inventory.

Proper inventory setup is essential for accurate, day-to-day management of your inventory. By taking time to setup inventory correctly, you'll enjoy more consistency, accuracy, and overall efficiency in managing your inventory. This webinar complements the Inventory Materials Setup and Inventory help articles.

In addition to the help articles, you can view detail walkthroughs of several inventory features in these webinar segments:

Part 1: Importance of Inventory Management and Searching Inventory

Part 2: More Inventory Search Options, Inventory Material Search, & Fractional Quantities

Part 3: Unit Conversions, Buy Factors, Inventory Types, and Core Units

Part 4: Questions and Answers

Each of the sections below contains a link to the corresponding webinar segment, along with a short tutorial that contains cross-references to the help articles.

The Importance of Inventory Management and Searching Inventory

There are several ways to search for inventory items. In this segment and the next, you'll see how to specify filters and enter search terms.

Watch the first segment of the webinar:

More Inventory Search Options, Inventory Material Search, and Fractional Quantities

In this webinar segment, you'll see several more ways to search for inventory items and perform inventory material searches. This video also covers setup for the sale of fractional quantities, which can be especially useful for fluid material items.

Conversion calculations are actually set with a buy factor, which must be set accordingly to the quantity that you sell–for each unit bought.

Watch the next segment of the webinar:

Unit Conversions, Buy Factors, Inventory Types, & Core Units

Here you'll learn about unit conversions and buy factors, which give you the ability to properly label any inventory that you sell in units that are different from the units in which you purchase them. For example, you may purchase a product that comes in a case of 12–but then sell them individually. A unit conversion and a buy factor go hand-in-hand. It is the Buy Factor that manages conversion calculations, so set it according to your specifications.

Watch the next segment of the webinar:

Questions and Answers

Watch this last segment of webinar: