(Note:  This is for Supplies ONLY-things the front office would order; entering new codes in other folders could mess things up.)

*Go to Inventory>Inventory Items… Click on Edit>New… Click on the Supplies folder.  Select Next.

*Enter Description (Leave ‘Show on Invoice’ checked).  If you need more space, check additional square(s).

*Enter Default Selling Unit (Each, Case, Roll, Drum etc.).  This is the way the vendor sells it to us.  If we stock by a different unit make a line in the description (such as 500 per case).

*Say Next 2 times.  (If you have the price, enter it under Cost. Check ‘Update from Purchases’, unless this is something you don’t want the price tracked.) Say Next.

*Enter Item Code you came up with, something short and meaningful. (Tip, use first 3 consonants of first main words.)

*Check ‘I want to view the new inventory item now’ and select Finish.

• If we order from more than one vendor:

On Purchasing tab, select Primary Vendor.  In middle of box fill out a line (Vendor, their part number, and unit of measure) for each company we buy from.

• If we might order in more than one selling unit:

On ‘Count’ tab, select ‘New’ and fill in Unit of measure, say if it’s larger or smaller, and how many in (case).  Say OK.

*Go to the Advanced tab, and enter the correct G/L number in the Purchase field.  Save and close out.

 

EDS 7-23-18