Inventory Management Software

Customer Inventory Transaction

The Customer Inventory process provides the ability to reduce inventory by issuing parts to a customer.  The Customer Inventory process consists of three processes.  First you select the location and customer for which you are issuing parts.  Then you select the parts you wish to issue.   Finally, you post the Customer Transaction to update the inventory.

The Customer Inventory Table is displayed below.  The cursor is in the Criteria Box at the top of the left toolbar. You can type in the transaction number you are looking for in the CRITERIA box and press ENTER to display a list of Customer Transactions.  Or you can just press ENTER in the criteria box to display the first Customer Transaction.  Also, you can change the filter to OPEN to display only open transactions or you can set the filter to CLOSED to display only closed transactions.

The existing Customer Transactions are displayed below.  Click on the New Button  to create a new transaction or click on an existing transaction and then click on the Edit Button  to change it.  You can also double click on a transaction to edit it.

The Customer/Location Information is displayed in Edit Mode below.   

This window allows you to select the customer and location for which you are issuing parts.  Once you have saved the location, you cannot change it.  You can also enter the date and time of the transaction.  The user name is automatically added by the system if security has been enabled. 

You can then click on the F8 key or the Part Info. – F8 button to display the parts.  The window below shows one part that has been added to the transaction.

Click on the New Button  to add a new part to the transaction or click on an existing part and then click on the Edit Button  to change it.  You can also double click on a part to edit it.  The part information is displayed below in edit mode.  You select the part to issue.  Then you enter the quantity issued.  This part cost will be displayed from inventory.

Once the changes are complete click on the Save & New Button  to save the changes and add a new record, or click on the Save Button  to save your changes and returns to the browse window, or click on the Undo Button  to lose the changes.

Once all of the parts have been added to the Customer Transaction you can post the transaction.  Click on the F7 key or the Customer Info – F7 button to return to the Customer/Location window.  Then click on the F5 key or the Post Customer  button to post the Customer Transaction.  The window below will be displayed.  Click on the Yes button to post the Customer Transaction.

Once a Customer Transaction is posted it cannot be changed.  Its status will be changed to close.  Posting the Customer Transaction updates the inventory.

Click on the links below for more information about the Inventory Wise Inventory Management Software.

Introduction
Inventory Master Table

Adjustment Table
Customer Transactions
Job Transactions
Quick Receive Inventory

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