Inventory & Services

The Inventory & Services section provides a graphic representation of the flow of inventory-related tasks, as well as access to those tasks. It also provides access to windows where you enter/maintain inventory items and company services.

Items & Services—Maintenance Options

At the top of the section are three buttons that take you to maintenance options:

Inventory Items: Click this to select from a menu of inventory-maintenance options:

• New Item: This takes you to the Maintain Inventory Items window, where you can enter a new item record.
• View and Edit Inventory Items: This takes you to the Inventory List, where you can see a variety of inventory-related information.
• Set Up Inventory Defaults: This takes you to the Inventory Item Defaults window, where you can set up a number of inventory-wide defaults, such price levels.

Company Services: if your company is a service business, click this to select from a menu of appropriate maintenance options:

• New Company Service: This takes you to the Maintain Inventory Items window, where you can enter a new service record.
• View and Edit Company Services: This takes you to the Inventory List, where you can see a variety of service-related information.
• Set Up Company Service Defaults: This takes you to the Inventory Item Defaults window, where you can set up a number of service-wide defaults, such price levels.

Assemblies: Click the to select from a menu of assembly-related options:

• Set Up Items for Assembly: This takes you to the Maintain Inventory Items window, where you can enter the items needed for an assembly.
• Build New Assembly: This takes you to the Build/Unbuild Assemblies window, where you can build or unbuild quantities of assembly items in inventory.

Prices (Sage 50 Premium Accounting and higher): This takes you to Maintain Item Prices, where you can change sales and billing prices for items.

• Set Up Items for Assembly: This takes you to the Maintain Inventory Items window, where you can enter the items needed for an assembly.
• Build New Assembly: This takes you to the Build/Unbuild Assemblies window, where you can build or unbuild quantities of assembly items in inventory.

Items & Services—Task Flow

The task flow takes you from a purchase order to the receipt of an inventory item. Separate tasks include Inventory Count and Inventory Adjustments.

Click the appropriate button; a pop-up menu appears. For example, if you click the Purchase Orders button, a menu with the following options appears:

• New Purchase Order
• Auto-create Multiple Purchase Orders
• View and Edit Purchase Orders
• Memorize Purchase Orders
• Print Purchase Orders

The Inventory section lists all items entered through Maintain Inventory Items. There are four columns of information for each item:

• Item ID
• Item Name
• Units Sold
• QTY on Hand
• Days Held (in inventory)
• Turnover

You can sort the information in any of the columns.

View Detailed List: Click this button (at the top of the section) to see the Inventory List, which includes detailed information for all items.

Right-click menu: Right-click the Inventory section to see a pop-up menu with the following options:

• Add Inventory Item: Click to go to Maintain Inventory Items and add a new item.
• View Customer Detail: Click to go to Maintain Inventory Items and see the complete information entered for this item.

The Recently Used Inventory Reports section lists the five most recently opened reports relating to items. If this is a new company and you are accessing the Inventory & Services Navigation Center before opening any inventory reports, the following default reports will be listed:

• Item List
• Inventory Profitability
• Assembly List
• Item Costing Report
• Item Price List

To see a report on the computer screen, click the View link opposite that report. To print the report, click the Print link opposite the report.

At the bottom of the section, there is View All Inventory & Services Reports link; click this to go to the Sage 50 Select a Report window with the list of inventory reports preselected.

The Cost of Sales Trend section shows the relationship among your company's revenue, cost of sales, and gross profit figures. The three measures appear in a line graph, each represented by a different color.

The link at the bottom of the section lets you view the Inventory Profitability Report.

To do this, simply click the drop-down next to the Item ID field and select the item. The screen will automatically show you only data for that item.

Click the Recent Selections link below the item ID field.

You can search for items using any of the following information:

• item ID
• item description
• item type

• description for sales
• description for purchases
• preferred vendor ID
• buyer ID
• item note
• custom field information

To do so:

1. Enter the information you do know, such as item description or item type, in the Find item with field.
2. Select the type of information from the in field.
3. Click Find. Sage 50 will find the item. If there are multiple items that fit your search criteria, Sage 50 will let you choose the correct one.

Sage 50 has a Totals section that you can add to the Inventory/Service Management tab. To add this section to the Inventory/Service Management tab:

1. Click Customize this page in the toolbar.
2. Highlight Totals.
3. Click Add.
4. Click OK.

• Assemblies Built/Unbuilt: If the selected item is an assembly item, this section displays a list showing information about the item being built and unbuilt. If the selected item is not an assembly item, this section will always be blank.
• Assemblies Using Item: This section displays a list of assembly items that use the selected item as a component.
• Bill of Materials: This section displays the list of components used to assemble the selected item. If the selected item is not an assembly item, this list will be blank.
• Credit Memos: This section displays customer credit memos that have been created for the selected item.
• Expense Tickets: This section displays expense tickets that have been created for the selected item/service. Expense tickets can only be created for charge items.
• Find a Report: This section allows you to search for a particular report, which you can then print or display on the screen. Certain reports will automatically be filtered by the selected item. If you want to see the report for all items, use the regular reports feature by clicking Reports & Forms from the main menubar.
• Inventory Adjustments: This section displays inventory adjustments that have been made for the selected item/service.
• Inventory & Services Tasks: This section will give you a visual display of inventory and services tasks. You can click each icon for a menu where you can easily access related options (Purchase Orders, Receive Inventory, and so on).
• Item/Service Information: This is general information about the item you have selected.
• Payments Applied To Expenses: This section displays payments that have been entered for the selected item. These are payments where the item was entered on the Apply to Expenses tab. If a payment is applied to an invoice that was for the item, that payment will not show up in this section. You should view the Purchases for Item/Service section to see that information.
• Proposals: This section displays proposals that have been created for the selected item. (Sage 50 Premium Accounting and higher)
• Purchase Orders: This section displays purchase orders that have been created for the selected item.
• Purchases/Inventory Received: This section displays purchase invoices that have been created for the selected item.
• Quotes: This section displays quotes that have been created for the selected item.
• Receipts Applied To Revenues: This section displays receipts that have been entered for the selected item. These are receipts where the item was entered on the Apply to Revenues tab. If a receipt is applied to an invoice that was for the item, that receipt will not show up in this section. You should view the Sales Invoices for Item/Service section to see that information.
• Sales Backorders: This section displays open sales orders and proposals for the selected item.
• Sales Invoices: This section displays sales invoices that have been created for the selected item.
• Sales Orders: This section displays sales orders that have been created for the selected item.
• Serial Numbers: This section displays serial numbers that have been assigned to the selected item. Only serialized stock items and serialized assembly items can have serial numbers. (Sage 50 Premium Accounting and higher)
• Time Tickets: This section displays time tickets that have been created for the selected item/service. Time tickets can only be created for activity items.
• Totals: This section gives you a summarized total of different types of transactions that have been created for the selected item. You can select which types of transactions you want to appear using the Customize Totals window.

  The Count column on this section shows the number of transactions that contain the item.
  

• Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected item.
• Work Tickets: This section displays work tickets that have been created for the selected item. Work tickets can only be created for assembly items. If the selected item is not an assembly item, this section will always be blank. (Sage 50 Quantum Accounting)

You can:

• Change the date range for the information you want to appear. Simply select a different option in the Date Range field.
• Change the sort of the list by clicking a column header. Clicking once will make the list sort by that column in ascending order (A-Z). Clicking again will make it sort by that column in descending order (Z-A).
• Change the width of columns. Simply click and hold the cursor and drag the column line to widen or narrow the column.
• Search for a particular item of information. To do so,

1. Click Advanced search. This will open the filter controls.
2. Enter the text in the Search for field.
3. Select the field in which the information should appear.
4. Click Search. To clear the search information, click Clear Search.

Simply, click the Make this the default page button in the toolbar.

To do this:

1. Click the Customize link at the top right corner of the list, then click Settings.
2. Use the Settings window to select which fields appear and the order in which they will appear. Tell me more about this window.
3. Click OK. The data will automatically change.

1. Click the Customize link at the top right corner of the section.
2. Select the number of rows you want to display for that section. You can choose to display 5 rows, 10 rows, the maximum number of rows, or to have the number of rows determined automatically.

To change which lists appear:

1. Click Customize this Page.
2. Use the List Settings window to add or remove the lists you want. You can also change the order. Tell me more about this window including step-by-step instructions.
3. Click Save.

Click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

There may be times where you want to have the same list of information, for instance, Sales Invoices for Item, show on your screen at once. To set this window up in this way, click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

Yes, you can do this by double-clicking the transaction or data that you want to see. Once it opens, you can edit it, and sometimes void or delete it.