Understanding Inventory Records #
Inventory records track individual products across all locations, maintaining quantity levels, costs, and movement history.
Inventory Record Components #
Product Information
- Link to product master
- Description and specifications
- Unit of measure
- Category classification
Quantity Data
- Quantity on hand
- Available quantity
- Reserved quantity
- On order quantity
Creating Inventory Records #
Step 1: Access Inventory Management #
- Navigate to Inventory tab
- Click New Inventory Record
Step 2: Basic Inventory Setup #
Create record for common part:
Product Selection
- Product: 3 Ton Capacitor
- Product Code: CAP-3T-370
- Description: Auto-populated from product
- Category: HVAC Components
Location Assignment
- Inventory Location: Central Warehouse Chicago
- Zone: A-15
- Bin: A-15-03
- Status: Active
Step 3: Quantity Configuration #
Set initial quantities:
Stock Levels
- Quantity On Hand: 0 (will add via inventory log)
- Minimum Quantity: 10
- Maximum Quantity: 50
Step 5: Add Initial Inventory #
Use Inventory Log to add stock:
Creating Inventory Log Entry
- From Inventory record, click New Inventory Log
- Enter details:
- Type: Replenished
- Quantity: 25
- Reference: PO-2024-1234
- Notes: Initial stock
This updates Quantity On Hand automatically.
Step 6: Create Trunk Stock Records #
For mobile inventory:
Trunk Stock Setup
- Product: Same capacitor
- Location: Van-1234-Trunk
- Quantity On Hand: 0
- Min Quantity: 2
- Max Quantity: 5
Replenishment Rules
- Replenish From: North Region Depot
- Replenish When: Below minimum
- Standard Transfer: 3 units
Inventory Categories #
Setting Up Common Categories #
HVAC Components
Inventory Records to Create:
– Capacitors (multiple sizes)
– Contactors (24V, 240V)
– Circuit boards
– Motors (various HP)
– Compressors
– Thermostats
– Pressure switches
– Transformers
Consumables
– Refrigerants (R22, R410A)
– Brazing rods
– Electrical tape
– Wire nuts
– Pipe dope
– Flux
– Cleaning supplies
– Safety items
Filters
Standard Sizes:
– 16x20x1
– 16x25x1
– 20x20x1
– 20x25x1
– Custom sizes
