Inventory lookup

TurboCASH5 Program ›› Lookups ››
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When processing documents you need to select the inventory item in the document lines section. There are basically three (3) options to select inventory items in any open / unposted document:

1.Lookup - Click on the Item No. column of document line or when proceeding to a new line, the Lookup will automatically be launched. To edit / select an existing Item, you need to double-click on the selected item in the document line.

2.+Open fast add - The Icon will launch the lookup as a part of the document entry screen (replace the header section of the document). Once finished selecting inventory items, you may click on the -Close fast add icon.

You may enter a valid inventory code, barcode or serial number and press the Enter key in the Fast add item (inventorycode / barcode/ serial) field in the footer section of the document entry screen. This will insert the inventory transaction in the document line.

3.Button lookup - This will launch a graphical image view of Inventory group 1 and Inventory Images.

The standard inventory item lookup screen is as follows:

The values and fields are as follows:

1.Code - Code is the default option. You may select the Description, Barcode, Description and extra description or Code, Description and extra description option. This will allow you to enter any valid values for a inventory item. If you click on the Search button, it will list only those inventory items matching the value entered.

2.Operator - None is the default. You may select an operator (i.e. and / or). These operators will add another field where you may enter values to filter the inventory items. If you click on the Search button, it will list only those inventory items matching the values entered in the first search values field and / or the values entered in the second search values field.

3.Inventory group 1 - You may select a inventory group 1 (created / added in Setup → Groups (Inventory group 1) and linked to the inventory item). This will only list those inventory items linked to Inventory group 1.

4.Inventory group 2 - You may select a inventory group 2 (created / added in Setup → Groups (Inventory group 2) and linked to the inventory item). This will only list those inventory items linked to Inventory group 2.

5.Search by: Code, Description and Barcodes is the default options. If any of these are selected (ticked), it will change the sort sequence in which the inventory items are listed.

The Auto-Select tick box will only be displayed when the Use Filter (right-click) is selected (ticked). The Auto-Select option allows you to enter any keys to filter by inventory code, description, barcode, etc.

6.Status bar - This bar is located right at the bottom of the lookup screen. It will display the following details for the selected inventory item:

a)Cur: This displays the current actual quantities on hand for the selected inventory item. This is the totals of the Quantity on hand field of the Values section on the Ledger tab of the Action → Inventory items  screen (as updated by posted documents) plus any unposted purchase documents.

b)Estimate: This displays the quantities of any open / unconfirmed estimates which have not yet been converted to invoices.

c)Order: This displays the quantities of any open / unconfirmed orders which have not yet been converted to purchase documents.

d)Exp: This displays the expected quantities on hand for the selected inventory item. This is the current quantities on hand for the selected inventory item. This is the totals of the Quantity on hand field of the Values section on the Ledger tab of the Action → Inventory items  screen MINUS the quantities of any open / unconfirmed estimates which have not yet been converted to invoices PLUS the quantities of any open / unconfirmed orders which have not yet been converted to purchase documents.

e)P1: This displays the Selling price 1 field of the Selling prices section on the Ledger tab of the Action → Inventory items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

f)P2: This displays the Selling price 2 field of the Selling prices section on the Ledger tab of the Action → Inventory items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

g)P3: This displays the Selling price 3 field of the Selling prices section on the Ledger tab of the Action → Inventory items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

h)LP: This displays the Latest cost (last cost price) field of the Values section on the Ledger tab of the Action → Inventory items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

The following options is not available on the Inventory lookup in when selecting inventory items on Reports:

Inventory group 2 - Created / added in Setup → Groups (Inventory group 2) and linked to the inventory item.

Multilang - Multi-language inventory item descriptions.


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