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Inventory Management

This section contains procedures to set up, edit, and maintain products, product kits, license products, attributes, alias UPCs, and Quick Pick categories as well as procedures to apply taxes, print labels, set temporary min/max values, deactivate products, and reconcile inventory data with physical counts.

Product Information

Product Information includes a product's UPC, descriptions, statuses, identifiers, ordering data, prices, taxes, attribute/descriptor combinations, and associated images.

• Manage Product Information
• Create and Maintain a Product
• Deactivate and Reactivate a Product
• Manage a Product's Alias UPC
• Bulk Edit a Group of Products
• Print Labels for a Product or Group of Products

Inventory Data File Import

Inventory Data File Import simplifies the process of entering new items into the system by importing the data directly from an Excel file.

• Import Inventory Item Data

Quick Picks

The Quick Picks feature provides a category-limited, image-based method for selecting products in the Register application. This feature is especially useful for items that are difficult to tag (e.g., bait, targets, etc.).

• Manage Quick Pick Categories
• Create a Quick Pick Category
• Add, Edit, or Remove a Quick Pick Category Product
• Delete a Quick Pick Category

Min/Max Levels

Min/Max Levels help ensure items are ordered and received efficiently to avoid out-of-stock and overstock situations.

• Manage a Product’s Min/Max Levels
• View and Update a Product’s Sales Analysis
• Set a Product’s Min/Max Levels to Suggested Values
• Change a Product’s Min/Max Type
• Import Min/Max Levels

Seasonal Min/Max Settings

Seasonal Min/Max Settings temporarily set minimum and maximum inventory values (used with Auto Replenishment) for selected items for a defined period of time.

• Manage Seasonal Min/Max Values
• Create or Edit a Seasonal Min/Max Period
• Add, Edit, or Remove a Seasonal Min/Max Product
• Delete a Seasonal Min/Max Period

Taxes

• Update a Product's Tax Types

Product Kits

Product Kits are collections of individual products grouped together and sold as a single product.

• Manage Product Kits
• Create or Edit a Product Kit
• Add and Edit a Product Kit Product
• Remove a Product Kit Product
• Delete a Product Kit

Non-Stock Items

Non-Stock Items are items that are not physically stocked in inventory.

• View and Edit Non-Stock Items

License Products Information

License Product Information includes the UPC, descriptions, price, vendor, and mandatory attributes for each license (i.e., hunting) sold through the store.

• Manage License Types

Attributes and Descriptors

An Attribute is a broad category by which products may be identified and sorted. A Mandatory Attribute is a required attribute that must be defined for a given product. A Descriptor is a specific value within an Attribute category that can be assigned to similar products to distinguish them from others.

• Manage Mandatory Attributes

Serial Item (Non-Firearm) List

The Serial Item (Non-Firearm) List displays all serialized, non-firearm items including the acquisition date, UPC, description, manufacturer, department, serial number, vendor, and, if applicable, the buyer and date sold for each.

• View the Serial Report

Physical Inventory Stocktaking Counts

Physical Inventory Counts provide a means of reconciling Quantity on Hand values with actual, physical inventory in the store/warehouse through counting and identifying discrepancies.

• Perform a Physical Inventory Count for Non-Firearm Items
• Create an Inventory Count Group
• Select an Inventory Count Group
• Delete an Inventory Count Group
• Import Inventory Stocktaking Data
• Perform a Physical Inventory Count for Firearms
• View the Group History Report
• View the Product Stock Adjustment Report

Vendor Product Detail Windows

The Vendor Product Detail windows appear during the receiving process as a method for establishing an item's vendor product number.

• Manage the Vendor Product Detail Windows
• Control All Vendor Product Detail Windows
• Control a UPC's Vendor Product Detail Window

Loss/Gain Reasons

Loss/Gain Reasons provide standard, selectable options for categorizing discrepancies discovered during a physical inventory count.

• Manage Loss/Gain (Stock Discrepancy) Reasons

Weighted Suggestions

Weighted Suggestions determine how the system utilizes past sales data to calculate suggested min/max values.

• Manage Weighted Suggestions
• Add a Department to the Weighted Suggestion Setup Screen
• Remove a Department from the Weighted Suggestion Setup Screen
• Modify a Department's Week Weight Values
• Modify a Department's Safety Stock Value