| □ | Warehouse Inventory (see the illustration below) provides a list of all Inventory Items and has several special purpose buttons available. |
| • | There are two ways to access the Warehouse Inventory Form: |
1. From the Main Menu, Select the Maintenance Menu and Choose Inventory Tracking.
Warehouse Form - Inventory button
| a) | Select the Warehouse option to open that Form. |
Warehouse Inventory Form - Opened using the Warehouse Form
| b) | Click the Inventory button at the bottom of the Warehouse Form to open the Warehouse Inventory Form. |
| c) | Use the Search Icon on the Warehouse Inventory Form to locate the desired Inventory Item (see the Advanced Search Dialog chapter for special instructions). |
2. From the Main Menu, Select the Maintenance Menu and Choose Sale-Purchase Items
Sale-Purchase Item Form - Search Icon
| a) | Select the Search Icon and locate the desired Inventory Item (see the Advanced Search Dialog chapter for special instructions). |
| b) | When the desired Inventory Item is displayed on the Sale-Purchase Item Form, Click the Warehouse Inventory Icon. |
Warehouse Inventory Form - accessed through the Sale-Purchase Item Form
| c) | The Warehouse Inventory Form will be displayed with a special Header describing the desired Inventory Item. |
| □ | Understanding the Warehouse Inventory Form: |
| • | Column Headings - Regardless of which method was used to open the Warehouse Inventory Form, these are the fields that are displayed on the Form: |
| • | Max Level - When a Re-Order is required, the difference between the sum of the Available On Hand plus the Available Pending and the Max Level will be the recommended Re-Order quantity on the Inventory Re-Order Report. |
| • | Total Pending - The quantity that has been Ordered, but not yet Received. |
| • | Committed Pending - Those quantity of items that have been Ordered and Reserved specifically for a Job. |
| • | Available Pending - The quantity that has been Ordered for "stock" but not yet Received. |
| • | Total On Hand - The quantity that is physically in the Warehouse. |
| • | Committed On Hand - The quantity that is physically in the Warehouse but is committed to a specific Job. |
| • | Location - Enter the specific Location where this Inventory Item is stored within the Warehouse. |
| • | Click the Location field of the Inventory Item for which you want to add specific location information. |
| • | Click the Ellipse button  (it will appear to the right of the Location field when that field is Clicked). |
| ▪ | Enter a specific Location where this item may be found. |
| ▪ | Click OK to write this information into the Location field of the Warehouse Inventory Form. |
| • | Kit Components tab - When an Inventory Item is displayed that is actually a User Defined Kit, the Kit Components tab will be displayed at the bottom of the Warehouse Inventory Form. |
| • | To view the Inventory Items that make up this Kit, and the required Quantity and number Available of these, Click the Kit Components tab. |
Kit Components tab lists the Inventory Items that make up the selected Kit
| □ | Special Purpose Buttons on the Warehouse Inventory Form: |
| • | Search - Click the Search Icon to open the Sale-Purchase Item Search dialog to locate an Inventory Item from among all of those that are entered in th Sale-Purchase Items Form. |
| • | Search By - Use the Drop-Down Selection List to Choose the field (either the Sale Item ID or Description) on which to perform the Search. |
| • | Search Value - Enter the characters with which to perform the search. |
| • | Selecting - As you type the Search Value, the Sale-Purchase Item closest to what you've typed will be identified with a right arrow u pointer. |
| ▪ | Click OK when the appropriate Inventory (Sale-Purchase) Item is pointed out. |
Sale-Purchase Item Search Form
| • | Adjust - Click the Adjust to change the Inventory Count(s) displayed on the Warehouse Inventory Form. |
Confirm that you want to Adjust Inventory Values
| • | You must Confirm that this is what you want to do. |
| • | Use the Edit Warehouse Inventory Values dialog to re-set the counts, as needed. |
Edit Warehouse Inventory Values
| • | Click on the specific Inventory Count field(s) that need to be revised: |
| ▪ | 'Max Level' Value: - The maximum Quantity of this Inventory Item that should be in-stock (Available 'On Hand') at any time. |
| ▪ | 'ReOrder' Value: - The Quantity of this Inventory Item which is in-stock (Available 'On Hand') that triggers a Re-Order Request (which is documented in the Inventory Reorder Report). |
| ▪ | Available 'On Hand': - The Quantity of this Inventory Item that is in-stock at any time. |
| o | Right-Click this Available 'On Hand' field to (re-)set the Increment in which the Up/Down Arrows will change the current Quantity and display the resultant Quantity. |
| o | The choices are 1.0, 0.5, and 0.1 |
| o | Once the field is (re-)set, this Increment setting will become the default. |
| ▪ | Available 'Pending': - The quantity of this Inventory Item which has been ordered but is not already committed to a Job, but has not been received (Also see Reserved Inventory and Purchase Orders). |
| • | Adjust these quantities, as required. |
| ▪ | Department - Use the Drop-Down Selection List to Choose the Department that normally uses this Inventory Item. |
| • | Authorization - Enter the Reason for Change |
| • | Click OK to save the change or Cancel to abort the revisions. |
| • | Transfer - Move Inventory Item(s) from one Warehouse to another. |
Warehouse Inventory Transform dialog
| • | Sale Item - The Inventory Item you want to relocate. |
| • | From - Click the Warehouse Search Icon to locate the appropriate Warehouse Location FROM which to move this item from. |
| ▪ | Search By - Use the Drop-Down Selection List to Choose the search method which may be by Name or by Warehouse ID number. |
| ▪ | Search Value - Enter the characters with which to perform the search. |
| ▪ | Click the OK button to close the Warehouse Search dialog which will also insert the selected record into the From field. |
Warehouse Search dialog
| • | To - Click the Warehouse Search Icon to locate the appropriate Warehouse Location TO which to move this item. |
| ▪ | Search By - Use the Drop-Down Selection List to Choose the search method which may be by Name or by Warehouse ID number. |
| ▪ | Search Value - Enter the characters with which to perform the search. |
| ▪ | Click the OK button to close the Warehouse Search dialog which will also insert the selected record into the TO field. |
| • | Quantity - Enter the Quantity to be Transferred. The default value will be 1. |
| • | Transfer - Click the Transfer button to execute the move. |
| • | Close - Click the Close button to exit the Form. |
| • | Hide 0 Vaues - Click the Hide 0 Values button to eliminate all Inventory Items, with no values in any columns, from the Warehouse Inventory display. |
| • | Show All Values - If the Hide 0 Vaues has been Clicked, the button name changes to Show All Values, which may be Clicked to do just that. |
| • | Refresh - For those Users operating MKMS on a network with multiple users that may also be accessing this data, Click the Refresh to pull the most current data set from your SQL Database. |
| • | Print - Click the Print button to Preview or Print (to a File or a Printer) the Inventory By Warehouse report specifically or this Warehouse Location.. |
| • | Close - Click the Close button to exit the Form. |
