Orders & Inventory (Average Cost)

Inventory Setup

• General Process for Migration to Weighted-Average Cost
• Detailed Process for Migration to Weighted-Average Cost
• Inventory Valuation - Weighted Average Cost
• Inventoried Product Setup
• Kit Product Setup
• Manufactured Product Setup

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Sales Order Management

• Create or Clone a Sales Order
• Kit Products with Sales Orders and Billings
• Allocate Inventory to a Sales Order
• Create Purchase Order from Sales Order
• Create Billing from Sales Order
• Add Freight / Shipping & Handling

Pack and Ship Sales Orders

• Pack and Ship
• Pack Serialized vs Non-serialized Products
• Bar Code Scanning

Customer Cancellations/Returns for Inventoried Products

• Cancel an Unpaid Inventoried Sale
• Cancel a Partially/Fully Paid Inventoried Sale
• Return a Serialized Inventory Sale

Purchase Orders

• Create or Clone a Purchase Order
• Receive/Unreceive a Purchase Order
• Create a Payable from a Purchase Order

Manage Inventory

• Prior and Executed Available Quantity and Average Cost
• Check Inventory Quantity Available
• Create an Installed Asset Record (Inventory Asset)
• Warehouse Transfers
• Inbound/Outbound Inventory Movements and Inventory Adjustments
• Build Manufactured Product

Inventory Utility

• Serial Number Lookup
• Create Inventory Quantity Available Histories
• Report on and Reconcile Inventory