Solid Know How™

Category » Inventory

There were 32 articles found in this category:

1. Auto Pick Report (Re-Order; Velocity; Turnover)
   Inventory turnover, velocity, re-stocking report. Report top moving items together with quantities to order to handle re-stocking lead time based on sales history. Look at all or one cost centre. This report is produced from Solid Route Accounting - Enterprise Edition from actual sales histo ...
2. Inventory Management - Start Guide
   Inventory Management Supplemental User Guide For a printable version of this guide; see the attached document at the bottom of this article, 'SolidInventoryMngmt.pdf'. When new or existing companies begin using Solid Route Accounting business systems, some may feel that at that time, starting ...
3. Found – O/S Customer Orders (or Purchase Orders) for This Item, You May Not Delete!
   Description: When attempting to delete an inventory item, even through the inventory record shows there being zero quantity in ‘OH 999’ and ‘OH All’, Solid Business Central is preventing the deletion of this item, and it displays the warning of, “Found - O/S Custom ...
4. How can I Organize Customer, Inventory, Supplier, and Other Records in Solid Route Accounting?
   Answer: A Solid Route Accounting business systems contain all of our client’s records that they rely on to make their company run. Being able to organize that information by key fields is critical to finding the information needed, as quickly and efficiently as possible. Thankfully, where ...
5. Stock Orders - User Guide
   Stock Orders Supplemental User Guide For a printable version of this guide, see the attached document at the bottom of this article, 'SiStockOrders.pdf'. TABLE OF CONTENTS 1 Introduction......................................................................................................... ...
6. How to Create Auto Stock Transfers in Solid Business Central
   Answer: As Customer Orders are entered into the Solid Route Accounting – Enterprise Edition business system, keeping track of how much stock is needed to fulfill those orders can become a tedious and confusing task. However, thanks to the Auto Stock Transfer feature in Solid Business Cent ...
7. What are the Min Qty and MinOrder Fields For when Viewing an Inventory Record in Solid Business Central?
   Answer: When viewing an inventory record in Solid Business Central at [Datafile / Inventory / View], the fields of ‘Min Qty’ and ‘MinOrder’ are used for the process of Automatic Ordering. With Automatic Ordering, items can be set so that when the ‘OH All’ (On ...
8. How to Delete Department Records?
   Answer: Maintaining accurate Department Records is as important as maintaining the Inventory Records that belong to them. Keeping unused Department Records around only serves to unnecessarily inflate the amount of data that needs to be processed, can increase the chance of the wrong department ...
9. Can Mobile Unit Records be Set to Sort and Display Items by Description Instead of by Part Number by Default in Solid Sales Pro?
   Answer: When manually adding inventory items to a transaction within Solid Sales Pro, such as on the '1131 Add Items' screen when making an invoice, the inventory list can be switched from being sorted by Part Code or Description by using the [Part] or [Desc] buttons respectively. It’s po ...
10. How to Add Barcodes to Items?
    Answer: Although the ability to use barcodes to quickly and efficiently add items to transactions is present in all versions of Solid Route Accounting business systems, how the barcodes are assigned to the inventory items will vary depending on the business system being used. Follow the instruc ...
11. Do Barcodes Need to be a Certain Length or Format?
    Answer: Although there are probably other barcode formats that Solid Route Accounting business systems are compatible with, the only one that is recommended and approved at this time is the UPC-A 12 digit barcode format. All other barcode formats can be tested at the company’s own risk of ...
12. Do the Barcodes Need to Have the Barcode Number Beneath It?
    Answer: The actual part of the barcode itself that’s read by the barcode scanner is the image that’s comprised of a series of lines (or squares in the case of 2D barcodes). The numbers beneath the barcode image is strictly for readability by the human eye and has no influence on how ...
13. Can I Create My Own Barcode List with My Own Numbers?
    Answer: Companies that sell product without existing barcodes can absolutely create their own. Because Solid Route Accounting business systems do not verify entered barcodes against any global or regional database, the only restriction is to ensure that every barcode entered into Solid Route Ac ...
14. Are Barcodes a Feature that can be Turned On and Off?
    Answer: In all versions of Solid Route Accounting business systems, the ability to use Barcodes is always “turned on”. That said though, whether they’re used or not is up to the business owner. While viewing an inventory record, if a barcode number is given to an item, then wh ...
15. Why Can’t I Edit Certain Fields in Solid Route Accounting Business Systems?
    Answer: Solid Route Accounting business systems are built using indexed databases of information. Although within Solid Route Accounting these databases can be organized in many ways such as by part number, part description, barcode, supplier, and so on, every one of these sets of data have a k ...
16. Can I Retrieve or Restore a Record that I Deleted by Mistake?
    Answer: Usually, when a record is deleted within a business system, it should be considered to be gone forever. For this reason it’s very important only to delete records that are positively no longer needed. However, there is a way in Solid Business Central that records can be restored, ...
17. How to Track Damaged and Expired Inventory Returns from a Handheld Computer?
    Answer: Damaged and expired inventory is unfortunately part of all distribution businesses. By monitoring returns from individual routes though, it may be possible to find areas where inventory returns can be drastically reduced, leaving more inventory at the customer sites, and more cash in th ...
18. How can Damaged and Expired Inventory be Partially Written Off as Credits are Received?
    Answer: Damaged and expired inventory returns from Solid Sales Pro will automatically be sent to that mobile cost center’s damaged stock adjust to cost center, as set in Solid Business Central in [Datafile / Cost Center / View]. As credits are received for damaged and expired product from ...
19. How to Exempt a Customer of Taxes?
    Answer: By default, Solid Business Central is installed with ‘Standard Taxes’, which are typically set as a Federal Tax and a State Tax. The system can also be configured however to manage as many taxes as necessary by switching over to ‘Multiple Tax’ mode, making it eas ...
20. How to Create and Use Case Lots in Solid Business Central
    Answer: Case Lots is a great new feature available to Solid Route Accounting – Enterprise Edition clients that allows for the easy sale of parts within a larger package. Products, especially within a C-Store environment, are often packaged within a box, and sometimes within even a larger ...