Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your PhreeSoft.com Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary
  11. Confirm Shipments
  12. Downloading Orders
  13. Reconciling Payments
  14. Uploading Inventory

Inventory #

Inventory items represent the goods and services produced, bought, contracted or consumed by your company. Bizuno offers several inventory types to help manage the various attributes of each item. Some inventory types are tracked in your companies stock (stock items, master-stock items, assemblies) while others are not. All but the documentation type affect your companies financial position.

To better help organize your inventory items, Bizuno has a built in category and field tool. Attributes of inventory items can be added to category groups which can then be used in reports, forms, imported, exported or transfered to interface third party applications. For example, a category named packaging may be added to the inventory items and fields for package length, width, height and weight may be added to the category

Inventory types

Stock – Represents items that are stocked by your company. This includes items that are purchased and re-sold by your company without any value-added provided by your company. Retail type companies typically use stock type items. Stock item movement and cost is tracked in the general ledger.

Master-Stock – Master-stock items are items that contain attributes associated with the item. For example, a shirt item would have the attributes size and color associated with each item. Bizuno will assign a unique item id to each variation to track inventory activity of each size/color item but retain the link to the master stock item for reporting activity. Master-stock item movement and cost is tracked in the general ledger.

Serialized – Serialized items are items that are assembled and sold by an unique serial number. Serialized item movement and cost are tracked in the general ledger.

Assemblies – Item assemblies consist of one or more inventory items grouped together and sold as an individual item. This inventory type can also be used to group items sold as packages. Assembly item movement and cost is tracked in the general ledger.

Non-stock – Non-stock items are physical items whose costs are not tracked in the general ledger. They may include supplies, packaging material, assembly materials, etc.

Labor – Labor items are associated with employee chargeable time. Labor may be applied to either internal work order activities as well as labor charges to customer for services performed. Labor is typically charged by a time unit (hourly, daily, etc).

Service – Service items are items that typically represent a fixed charged for a service. For example, a packaging charge or handling would be a service. Service costs are tracked in the general ledger.

Charge – A charge item would be a fixed price charge for materials and/or services. Shop supplies and disposal fees would be examples of charges. Charge item costs are tracked in the general ledger.

Activity –

Description – This is a text only item used to communicate information. No cost or activity is tracked in the general ledger. The description item would be typically used for standard statements included with purchase orders, sales orders, etc.

Inventory Categories

Bizuno uses system and company categories to organize inventory characteristics. A default tab for system required fields cannot be edited or deleted. A second tab will be displayed for assembly type inventory items. Additional tabs may be added by the company to help further define the characteristics of their inventory items. For example, additional tabs may be added to include product dimensions, shipping properties, application descriptions, etc.

Inventory Fields

Bizuno allows additional fields to be entered to the inventory database table. This allows customized inventory characteristics to be added to fit your companies needs. Inventory field types include text, HTML, hyperlinks, image paths, inventory links, integers and floating point numbers, dates and times, drop-down menus radio buttons and check boxes. Refer to the section on inventory fields for more information.

HINT: Before creating inventory items, setting up inventory categories and fields is recommended. If the categories and fields are set up prior to copying inventory items, the new fields will be copied when the item is copied saving the time to re-enter the data.

Related Topics

Inventory Activities

Using the price manager

Synchronizing with other applications 

Entering an inventory assembly

Inventory Categories

Add inventory field tabs (categories)

Editing an inventory field tab (category)

Deleting an inventory field tab (category)

Inventory Field

Adding an inventory field

Editing and inventory field

Deleting an inventory field

General Ledger

Setting up default inventory accounts

Adding, editing and deleting general ledger accounts

Importing/Exporting

Building an import/export map

Importing/Exporting data

Security

User and Security Settings

Setting user access security

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