User guide

4
Mid-sized Reseller - Standard Version of InventoryControl
Basic Needs
:
• One Site, Multiple Locations
• One PC running InventoryControl
• No mobile devices but a barcode scanner is used at the PC
• Add, Remove, Adjust, Move and Audit
The example used here is an antique reseller, but this information applies to
many different types of businesses, such as second-hand shops, hobby shops,
beauty salons, etc., and even small m edical/veterinarian businesses who want to
track pharmaceuticals and other supplies.
Brady’s Bargains is a mid-sized antique reseller with one site and two locations:
the storage area and the sales floor. They currently do not have an inventory
program and have been keeping up with inventory manually using Excel
spreadsheets. They will not be creating purchase orders or pick orders and do
not need the ability to assign multiple suppliers to an item, therefore, they have
chosen the Standard version of InventoryControl. In addition, Brady’s Bargains
will not be using mobile devices; they will be inputting information directly into the
PC. This shop will be using InventoryControl in conjunction with QuickBooks for
their accounting needs and with an unrelated POS system. It is important to note
that though InventoryControl does have scanning capabilities and tracks
inventory, it is not a POS system and does not perform inventory billing.
Setup Cycle – What do I do first?
After you finish installing your software (using the InventoryControl Quick Start
Guide), you will need to setup your system by entering information into the
software. We suggest you follow the steps, or cycle, outlined below to setup your
software most efficiently. ( Reminder – Do not start setting up your software
yet; read this entire chapter first. Chapter 2 contains step-by-step
instructions for completing the setup c ycle.) We call this a cycle because in
multi-warehouse installations you will need to repeat steps 3-7 for each site. The
setup process may take hours or even days depending on the size of your
organization. While this may seem overwhelming, keep in mind that the return
on this time investment will pay off quickly. These steps will result in a complete
and accurate count of inventory that will allow you to start using InventoryControl
to manage your day-to-day business.
Keep in mind that you can continue to use your old inventory tracking software
while you are setting up InventoryControl. The transition to InventoryControl
should take place when you are ready to count your inventory and enter the
counts into the software.