Inventory

New debit item:
Q:  Can I and how do I create a new debit item?
A:  Yes, you can. Go into inventory. Click the Add button, and enter an item code of your choice. Click ok. Next, click the drop down list for Category and choose the Debit category. Give the item a meaningful description, such as debit for refund, and then click ok. You are done.

Deleted inventory item:
Q:  We deleted an inventory item by mistake. No we have blank spaces in the client history. Can we correct that?
A:  The only way to correct this situation is to re-enter the inventory item with the same item code, description, and category. It’s a good idea to have an inventory listing report hard copy handy to help correct this situation.

Deleted inventory item:
Q:  We deleted an inventory item by mistake. No we have blank spaces in the client history. Can we correct that?
A:  The only way to correct this situation is to re-enter the inventory item with the same item code, description, and category. It’s a good idea to have an inventory listing report hard copy handy to help correct this situation.

Non-printing of linked items:
Q:  I would like a linked item not to print on the invoice. How can I set this up?
A:  You will have to locate your main item in inventory. Next, click on Modify and then edit the linked item. You need to uncheck the “Include on Invoice” check box. Save your changes by clicking ok.

Excluding “not used” items on a report:
Q:  I am printing an inventory report, but it includes a lot of “not used” items. How can I exclude them from my report?
A:  Add the following filter setting to your report: ((STK_NOTUSE)=FALSE). Save your changes and run your report. You’ll notice that your not used item have been excluded.

Adding a new category:
Q:  I need to add a new category for inventory items. How do I do that?
A:  Go into Utilities, Picklist. Locate the picklist called “Inventory Categories”. Double click on it, or choose the “List Items” radio button. Click the Add button. This will give a new input box. Type in the name of the new category, and then click ok. When the next input box pops up, click on cancel. Click the Close button. You are now ready to use your new inventory category.

Inventory item under wrong category:
Q:  An inventory item was added under the wrong category. How do I correct this?
A:  If you have not used the item code for invoicing, you can simply delete it. Then re-enter it under the correct category, choosing an item code that applies for that category.
If you have used this item on an invoice, you should not delete it. Instead, mark it as Not Used, and then create a new inventory item under the correct category.

Receiving new stock:
Q:  How do I receive a newly ordered inventory item?
A:  Go into the Receive Stock menu. Click the New button and locate the inventory code. Next, fill in all pertinent information, such as units received, order numbers, lot numbers, etc. Do not leave the Update Cost box checked as it will update the cost, as well as the retail price.

Returning stock:
Q:  How do I perform returns of stock?
A:  Two options are noted here:
1. If stock is returned to a vendor, simply reduce the amount of the quantity for this stock item.
If a client wants to return something, such as dog food or medication, create an invoice for the items and use –1 quantity for the items returned.

Adding tax to inventory:
Q:  Our inventory items should be tax inclusive. Right now, they are not. Is there an easy way to change that?
A:  No. You will have to modify each inventory item individually. Calculate the sales tax, and add that amount to your inventory item retail price. Also make sure you disable the check boxes for tax level A and B.

Inventory category listing report:
Q:  I need an inventory listing for a certain category. How do I obtain this list?
A:  You can use the standard AI report called “Inventory Listing” and make the appropriate filter selection. Click the filter selection button. In the left side window choose “Category”, in the center under relation choose = and on the right side, choose “Number”. Enter your category number (which can be obtained from your inventory category picklist) in the match window, and then click the Add button. Click Ok and you are now ready to run your report.

Alphabetized inventory listing:
Q:  My inventory listing is in numerical order, starting with item code 1. I need it in alphabetical order. 
A:  Go into Report Generator and find your “Inventory Listing” report.  The only thing to do, is change the Index from Item Number to Description. Run the report. It will now be in alphabetical order.

Inventory item code already exists:
Q:  I am trying to enter a new inventory item, but it tells me that the code already exists. Why?
A:  When an inventory category is chosen, the next available code number is displayed. However, sometimes you will encounter the following message: Item number already in use. This means that the particular item number has been used under a different category. To find out where you can pick up in your numbering sequence, you can run the inventory listing report and make sure its sorted numerically. In the future, try not to use an item code outside of its category. This will eliminate the already in use message.

Invoice message not printing:
Q:  My invoice message is not printing even though it is set up in the inventory item. Why?
A:  Your invoice message is identified with the macro name it was given in macro maintenance. Make sure this name does not have a / in the name. This is a reserved character, and the application cannot proceed once it encounters it in a named macro. Rename the macro without the /.

Message drop down list in inventory:
Q:  What is the Message drop down box in inventory used for?
A:  The message is taken from a special macro folder called report messages. It is printed on the bottom of an invoice when the inventory item with the message set up is placed on the invoice.

Reducing stock count for dispensed item:
Q:  When a dispensed item is placed on the invoice, will the stock count be reduced by the quantity entered on the invoice, and at what point?
A:  Yes, as long as you have Dispensed checked on this inventory item, the count will be reduced by the amount placed on the invoice. This takes place when the invoice gets closed.

The information in these documents are intended solely for use by Animal Intelligence Software, Inc. clients. 
Any other use is strictly prohibited.