User guide

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Editing an Inventory
To edit properties of an Inventory, such as the Inventory Type or Inventory Date/Time for a particular
Inventory, do the following steps:
1. Go to the Inventory screen for the Inventory that you’d like to modify.
2. Press Edit on the bottom toolbar.
3. After making your changes in the Edit Inventory screen, press to Save your changes or select
Cancel to discard them.
Inventory Properties
The properties that you can set on an Inventory are:
Property
Applies To
Description
Date
All - Required
The time that the Inventory was created.
Description
All (optional)
A brief description of the Inventory. For example: “Premium
Inventory”
Notes
All (optional)
Notes about the Inventory. For example: “Received a broken
bottle of Absolut. Expect a credit from Southern.”
Invoice No.
Receiving (optional)
Return (optional)
The invoice number for a receiving invoice.
Invoice
Amount
Receiving (optional)
Return (optional)
The total cost of the invoice associated with a Receiving Inventory.
This can be used to compare the cost on the invoice to the actual
value of the Inventory by running a Summary Report on the
Inventory.
Supplier
Receiving (optional)
Return (optional)
The supplier, vendor or company that provides you with Items.
From
Location
Transfer - Required
The Location that Items are being transferred out of.