Biz School

Created with Sketch.

How can we help?

  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
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        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

Inventory Manager #

Intro

The Inventory Manager is where all inventory related transactions will take place. It’s helpful to think of the Inventory Manager as a virtual warehouse of sorts. You can browse through inventory, check stock and explore items in more detail.

How to Use

The purpose of the Inventory Manager is to view your available inventory quickly and easily. It’s best to think of the Inventory Manager as an electronic catalog that lists your entire catalog in one easy to access space. Viewing inventory quickly and easily is a crucial tool when assisting customers or relaying important information to co-workers. Inventory Manager will give you a quick detailed overview of any item in question. In case you haven’t noticed quickness is the name of the game and Bizuno wants to help you manage your inventory more efficiently.

All inventory will be displayed in the inventory manager in order by assigned SKU number by default. You can customize the order that inventory is displayed by clicking on the title. (Action, SKU, Product Title, etc.) 

For instance, if we wanted to sort by product title we would click on the header titled Product Title and the inventory will be sorted in alphabetic or alphanumeric order by product title.

Tip: Once you exit Inventory Manager these changes will not be saved, when you return to Inventory Manager items will be displayed in order by SKU once again.

Inventory Manager also displays the quantity on hand, the quantity on any purchase order, the quantity on any sales order and the quantity allocated for work orders or assemblies. You can sort by this criteria also.

To search for an inventory item enter search criteria in the search field and click the search button to the right or simply press enter.

You can filter an inventory search for active and non-active items. In the drop-down next to the search field select active, non-active or all to browse inventory based on this criteria. This is a helpful option if you would like to find information relating to a product you no longer carry or if you would like to modify your search to include both active and non-active inventory items. Remember that active inventory items are displayed by default and if you leave Inventory Manager and then return, only active inventory items will be displayed.

The Page tools are the bottom of the page will help you search through pages of inventory.

  • Use the drop-down in the bottom left hand corner to choose how many inventory items are displayed per page.
  • The left pointing arrow with a line will return you to the first page of inventory the left arrow will move you backward page by page. 
  • The right pointing arrow with a line will move you to the very last page, the right facing arrow will move you forward page by page. 
  • If you know the page number you can type it in to navigate directly to the page.

Action Tools 

Beneath the Action header are shortcut buttons that will help you maneuver through the Inventory Manager quickly and easily. 

  • Price – The icon that appears as a stack of coins is a pricing shortcut. To view the pricing for an inventory item click the stack of coins and a window will appear with the price sheet for an inventory item. This window will display the general information such as price, retail price and your cost. It will also display retail price with quantity price breaks and dealer pricing if you have this feature enabled.
  • Edit – Clicking the green pencil icon will open the detail page for the inventory item. This button does essentially the same thing as double clicking any inventory item from the Inventory Manager screen. More on this later.
  • Rename – Clicking on the notepad icon will bring up a window that will allow you to adjust the SKU title, essentially renaming the inventory item. Just enter the new SKU number into the field provided and click OK to save the items new SKU number. Or hit cancel to return to the Inventory Manager. 
  • Copy – Copy is used to create a new SKU based off of information from an already active SKU number. This is a helpful tool if an inventory item resembles a newly created one but requires creating an entire new SKU for the new item. 
  • Recycle Bin – The recycle bin is used to delete inventory items. To delete an item click on the recycling and confirm when prompted.
  • Upload to Open Cart – Use this button to upload inventory information to OpenCart.

Color Codes

Color codes are a helpful tool for spotting inventory items that are special or differ from normal inventory. Using Inventory Manager’s color codes to highlight inactive inventory items is a useful application. Near the bottom of the page is a key for what specific color codes mean. 

For instance in our Inventory Manager a blue color code signifies that an inventory item that is no longer active. If we change the Status drop-down at the top of the page to Inactive, all inventory items that are no longer active will be highlighted in the manager with a blue color.You can change the color in Bizuno as well as add other color codes. To find out how to do so click <here>.

New Inventory Item

The Details page is used to focus on inventory items more closely. If the Inventory Manager is the map, then the details page is the microscope. The details page gives you the ability to view stock quantities, edit descriptions, adjust GL settings, fine tune physical characteristics and anything else you can tweak about an inventory item’s physical or accounting characteristics. It is important to become very familiar with the Details page and all the customizable options to give your customer the best and most accurate information possible. Fine tuning the Details page will give your customers more information about your inventory cutting down on inquiries and allowing you to work more efficiently.

To create a new inventory item:

  1. From the main menu, select Inventory->Edit/Maintain.
  2. At the bottom of the list click New.
  3. Enter the SKU number for the item to create and select the inventory type form the pull down menu.

    NOTE: Duplicate SKUs are not permitted. If a SKU is entered that is already in the system, an error will be displayed and the new SKU will not be created.
  4. Press New to create the SKU and continue to the next screen.

    Depending on the inventory type and number of categories defined, the tabs displayed on the data entry screen will vary. The first tab and will be the System tab. If the inventory type is an assembly, the second tab will show the Bill of Materials and is used to enter the sku’s used to make up the assembly. The remaining tabs are user defined and are ordered as defined in the inventory categories set up menu. 
  5. Enter the information for the item. Use the tabs to select each category type and enter fields for that particular category.
  6. When all desired fields have been entered, press Save to save your information and return to the inventory edit/maintain window.

How the tabs are organized

General

The General tab lists the most basic information about an inventory item. You can edit information about an inventory item from this page.

The top of the General tab deals with inventory quantities. A SKU or (Stock Keeping Unit) is listed as well as the title of the item. These two items give the most generic information about an item and are used to keep the inventory items in order. Next to the Product Title is a tool icon clicking on this will reveal where this item is used in a build.

You can also view the quantities of a inventory item. The general tab lists the quantity on hand, on Purchase Order, on Sales Order and the quantity allocated for builds. A minimum stock level is listed as well as the quantity before you are instructed to reorder. A lead time in weeks is also listed.

The General tab also has an item image. The item’s image can be viewed simply by clicking on the General tab. To modify the inventory image hover above the image and a window will appear with view, edit and trash icons.

The View

Details (Customer)

The second section of the General tab deals with customer pricing. There is a Sales Description which give a brief synopsis of what the inventory item is. Retail pricing is also listed. Next to the retail price field is the stack of coins icon. Clicking on this icon will display the pricing screen <here>. You can also adjust what piece sheet each inventory item will appear on and add tax if necessary.

Details (Vendor)

The third section deals with the purchasing details. All vendor activity regarding inventory will be shown here. The purchasing section is identical to the Sales section but instead of a seller viewpoint it is now a buyer standpoint. Think of yourself buying the inventory rather than selling it.

Purchase Details – This is a brief description of the inventory item. Need more room? You can adjust the size of the field by clicking and dragging the bottom right hand corner. 

Item Cost – This is your cost for the inventory item. This is what you pay when purchasing the item from a supplier. You can adjust this at any time by clicking in the field and editing the information.

Purchase Price Sheet – Use this drop down to choose a price sheet to pull pricing for an inventory item from.

Purchase Tax – This drop down allows you to automatically pull tax information into the purchase.

Preferred Vendor – Do you have a vendor that you prefer to purchase a certain part from? Use this drop down to pick from a list of vendors to make purchasing quick and easy.

Settings

The settings section of Inventory Manager can be used to adjust how inventory items affect the General Ledger (Sales, Inventory and Cost of Goods Sold). The settings section also allow the user to determine what type of stock is being added. When initially creating an inventory item an inventory type and costing method must be chosen. Be extra careful that the correct inventory type and costing method are chosen because once they are determined and saved they cannot be edited.

Users can also add a UPC code and a bar code scanner can be used to retrieve information about inventory items.

Inventory Type – Determines what type of inventory is being added.

Stock – Basic inventory, stock is what is on the shelf.

Serialized – Inventory with a designated serial number. A serial number is a unique number in a sequence that identifies an item as part of a specific production run. A benefit to serialized inventory is that it can be tracked from purchase to sale and allows you to monitor the cost of every serialized item.

Assembly – An assembly inventory item is one that can be combined with other inventory part items to create a single inventory item. Smaller parts of assemblies called subassemblies can also be used to create assembly items. An assembly inventory item must have a clearly defined Bill of Materials or parts of an assembly to create one single inventory item.

Serialized Assembly – A serialized assembly item is simply the combination of serialized and assembly items. Assembly items are given a designated serial number to track production from beginning to end.

Non-Stock – Non-stock inventory are items that a business typically does not sell but are still used in everyday operations. Many times these are one time purchases that are not worth assigning a dedicated SKU number but still need to be tracked using the inventory system. These are are strictly items for record keeping purposes.

Labor – Labor inventory can used to capture time for employees. This is not to be confused with labor cost. Labor inventory is similar to billing clients but often times it differs.

Service – Service items are typically charges for labor of professional fees that your company buys or sells. Categorize an inventory item as a service item when you plan on invoicing for labor or professional fees at a later date.

Flat Rate – Service – Similar to a service item but intended for flat rate charges rather than hourly. 

Charge – Use this item to keep track of any non-descriptive charge to your company.

Activity – Use this item to keep track of any charge or fee for an activity related to your business.

Description – Use this inventory item to document a description of an inventory item.

UPC Code – A UPC code can be entered into this field allowing users to scan a bar code and retrieve information about an inventory item quickly and easily. A UPC code also allows Bizuno to be configured to invoice based on the UPC code, more on this later.

Costing Method – The costing method field allows the user to choose inventory costing methods FIFO, LIFO and Average Cost. Each method differs and one might be better in certain situation but once the inventory item has been created there is no changing the costing method. To undo the costing method the inventory item must be rebuilt again.

FIFO – First in, first out is a method of costing inventory based on the theory that inventory hitting the shelves first will be the first to be sold theoretically. Since the inventory hitting the shelves.

History

The history tab displays the history of an inventory item. At the top of the page are dates relative to the item.

Creation date – This is the date that the item was added to the inventory manager.

Last Update – This is the date that an update was made to the inventory item. This is not to be confused with journal date. Last update includes any information regarding the inventory items physical characteristics or any other information. 

Journal Date – The last journal date refers to last date that the product was either purchased or sold.

Pricing

Custom Tabs

Editing an Inventory Item

  1. From the main menu, select Inventory->Edit/Maintain.
  2. The inventory item list screen will appear initially sorted by SKU. To locate the item you wish to edit, navigate by clicking on the sorting selection in the table head or enter a search criteria in the search box and press the Enter key on your keyboard. 
  3. Once you locate the item to edit, click on the edit icon  to advance to the data entry screen. 

    Depending on the inventory type and number of categories defined, the tabs displayed on the data entry screen will vary. The first tab and will be the System tab. If the inventory type is an assembly, the second tab will show the Bill of Materials and is used to enter the skus used to make up the assembly. The remaining tabs are user defined and are ordered as defined in the inventory categories set up menu. 
  4. Enter the information for the item. Use the tabs to select each category type and enter fields for that particular category.

    Note: Some fields may not be editable once certain journal entries have been made. For example, the cost method will be locked out once that item has been used in for a journal activity. Other fields are system maintained and cannot be changed. These fields are either read only or disabled and cannot be changed on the form.
  5. When all desired fields have been entered, press Update to save your information and return to the inventory edit/maintain window.

Hip Tip: You can also open the Detail page by double clicking on any inventory item

Copying an Inventory Item

  1. From the main menu, select Inventory->Edit/Maintain.
  2. The inventory item list screen will appear initially sorted by SKU. To locate the item you wish to copy, navigate by clicking on the sorting selection in the table head or enter a search criteria in the search box and press the Enter key on your keyboard. 
  3. Once you locate the item to copy, click on the copy icon  and a popup window will appear requesting a SKU for the new item.
  4. Enter the new SKU into the field and press OK to advance to the data entry screen. Most of the fields from the source item will be copied to the new item and will be shown on the form. Certain system items, such as quantity on hand, quantity on order, quantity on sales order will not be copied over and these fields will be initially set to zero. 

    Depending on the inventory type and number of categories defined, the tabs displayed on the data entry screen will vary. The first tab and will be the System tab. If the inventory type is an assembly, the second tab will show the Bill of Materials and is used to enter the sku’s used to make up the assembly. The remaining tabs are user defined and are ordered as defined in the inventory categories set up menu. 
  5. Enter/change the information for the newly copied item. Use the tabs to select each category type and enter fields for that particular category.

    Note: Some fields may not be editable once certain journal entries have been made. For example, the cost method will be locked out once that item has been used in for a journal activity. Other fields are system maintained and cannot be changed. These fields are either read only or disabled and cannot be changed on the form.
  6. When all desired fields have been entered, press Update to save your information and return to the inventory edit/maintain window.

Renaming an Inventory Item

Deleting an Inventory Item

Note: An inventory item cannot be deleted if there are journal entries posted with the item. If the user tries to delete an item that has been posted to the journal, an error will be displayed and the item will not be deleted. Once all journal entries related to this item have been removed, the item can be deleted. If this is not possible, consider marking the SKU as inactive.

  1. From the main menu, select Inventory->Edit/Maintain.
  2. The inventory item list screen will appear initially sorted by SKU. To locate the item you wish to edit, navigate by clicking on the sorting selection in the table head or enter a search criteria in the search box and press the Enter key on your keyboard. 
  3. Once you locate the item to edit, click on the delete icon  and a popup window will appear confirming the delete operation.
  4. Click OK to confirm the delete operation and the item will be removed from the database.
Help Guide Powered by Documentor
Suggest Edit