User`s guide

Furniture Wizard User’s Guide

You can see from the sample Process Inventory forms shown above, that the text displayed on

the Process Inventory forms buttons depend on whether or not the default Sales ID in Furniture

Wizard Setup is the same as the default Whse ID. This means that Inventory location is not

tracked. Some companies do not have a separate warehouse so it is not necessary to

differentiate between warehouse & showroom inventory location.

Sometimes the buttons will not be enabled (grayed out) this is because the Process Inventory

Form does a stock check automatically when it opens. If all of the items sold are not available in

your Default Whse Branch it will not let you put On Hold or Deliver the entire Invoice because at

least one of the items sold is not available at the default location. You must Manually Process this

invoice.

Disabled buttons due to Zero

stock in Default Whse

Manually Process

The Manually Process Inventory form allows you to specify exactly what you want to do to hold or

order inventory for the currently selected invoice. When you sell something you either tag it sold

or you grab a PO and call the factory or Rep to get it ordered. That is what this form is all about.

An example of why you may want to do this would be: You have sold a Sofa and a Love Seat.

You have the Sofa in stock but do not have the Love Seat. You may decide to go ahead and

order both pieces instead of ordering just the Love Seat.

To manually process inventory start by clicking on Process Inv button, then click “Manually

Process”, when the Manually Process Inventory form opens it will have already Reserved

inventory that is currently available in the Default Whse location. If you look at the Process Action

table it will say Reserve in the Action field, the amount to Reserve in Qty field and the branch

location in the Branch field. If you want to change this Action click the Red “X” to the right of the

Branch field in the Process Actions table. This will change the current action to “none” then do

one of the following:

To Reserve Inventory enter the quantity you want to Reserve or Hold in the Qty field above the

button “Reserve Stock”, enter the Branch ID number that you want it reserved from and then click

the “Reserve Stock” button. After clicking “Reserve Stock” the Process Action table will be

updated, the action will be “Reserve” and the “Qty” and “Branch” will be updated.