You can review a list of all of the products or services that have been defined for a company and identified as inventory items from the Inventory List.
From this screen, you can review information about active and inactive inventory items, and open the records of specific inventory items for editing, deletion, or further review.
In addition, from this screen, you can create an Excel spreadsheet displaying the information in the Inventory List to use as a template when importing inventory information into the system. Simply create the spreadsheet, enter inventory information, and then import the updated inventory information back into the system.
For each item on the Inventory List, the Quantity in Hand and the Total Inventory Balance columns help you to track the purchasing history for all active inventory items. Further purchase details are found on the Inventory Summary.
Note: You can review similar information about all items, not only those that have been identified as inventory items, using the Product List.
To review the Inventory List:
1. Select Inventory Products from the Inventory menu to open the Set Up Inventory Products screen.
2. Click the List button to open the Inventory List.
The Inventory List appears, displaying a table containing all of the active products and services defined as inventory items for the company.
3. (Optional) Use the Search Criteria drop-down list to specify whether to view Active or Inactive items.
By default, the table displays Active items.
4. Specify whether to filter the list by product Code or Description using the drop-down list in the Filter With field, and enter the product code or description to filter with in the field that appears.
If you do not filter the list, all active or inactive items appear in the table.
5. (Optional) Click any column heading to sort the table in ascending order by that column, and click again to sort in descending order.
The table displays the Product Code for each item, the Description entered for the item, the Default Quantity defined for the item and the Unit Price, whether the item is Taxable, the Account Code of the revenue account credited when the item is sold, the Quantity on Hand, and the Total Inventory Balance, based on the entries made for the item in the Set Up Inventory Products screen.
6. Click Excel to export the information in the Inventory List to an Excel spreadsheet.
You are prompted to open or save an Excel file containing the information from the Inventory List.
Note: You can use this spreadsheet as a template into which to enter inventory information for importing from the Set Up Inventory Product screen.
7. Click Add to create a new inventory item, or click the entry in the Product Code column to open the item for editing, deletion, or further review.
You are returned to the Set Up Inventory Products screen to create, edit, delete, or review an individual inventory item.