Inventory Items
Inventory Admin
Navigate to Admin > Inventory > Items
Inventory is the main admin page for items kept in inventory. This includes paper, materials, manufacture goods and other supplies you order or manage in printIQ.
There are several drop down options to search for items:
There are also checkboxes to limit the items that appear in the list:
Any items shown in red have a Reorder level set and the items have gone below that level:
Create New Inventory Item
Item Types
The details required to create the item will depend on the Item Type.
Stock – This is items like paper and other printed substrates (create these items under the ‘Stock’ area of IQ).
Manufactured material - This is for manufactured items that can then be included into quotes. For example ‘badges’ that may need to go into a pack for mailing.
Raw Material – This is for items that can be added to job operations. For example ‘wire coils’ that are added to a finishing operation for coil binding. The price for the coils is then included in the operations costings. (Related Article: Materials Admin/Raw Materials)
Sales Item – These are items you sell directly through IQStore without any extra operations (Related Article: Sales Order/IQstore Item Creation)
Misc Item – This is for items such as IQStore item and general products. (Related Article: Create and Order a 'Material' or 'Misc Item')
After selecting the item type, a new window will open. The fields will vary depending on the type of item selected. Enter the item details as required.
Managed option
You can mark items as ‘Managed’. This means they are items you need to do a ‘Stock Pick’ for to manage levels and usage.
‘Managed’ inventory items retain a running balance of how much of that item is on hand at any given time and records all transactions in transaction files for each inventory item.
This can include paper, inks, plates and other materials.
You can then use filters to view only your ‘Managed’ items
Managed Item Related Articles:
Update Supplier
Update the supplier information and the default unit price and type. Multiple suppliers can be added to an Inventory item. There must always be a ‘Preferred’ supplier. This is the one that is used for quoting.
Configure Location
Eyeglass Options
There are several actions available from the Eyeglass drop down
Details
This will open the main details window for the Inventory Item
Create Purchase Order
This will open a new Inventory Purchase Order (IPO) modal with several fields filled automatically based on the details of the item selected.
Related Article: Inventory Purchase Orders
Inwards Goods
Create an Inward Goods transaction record.
Goods can also be receipted against the IPO
Location Transfer
Move some or all Inventory Items to one or more locations.
Item Transfer
Transfer stock from one item to another
Related Article: Transfer of Stock
Adjustment (Stock Adjustment)
This is also available in the Details of the Inventory item
Clicking ‘Details’ will open up the product details. In here you can adjust the price, supplier, name and make a ‘Stock Adjustment’:
In the Stock Adjustment modal:
Select Adjustment Type:
Adjustment – Will use the latest unit rate on the item to calculate the value on hand
Rewrite – Allows you to change the unit cost and will rewrite the value on hand. In the Item Transaction screen a Rewrite will create two entries. The first will write a negative transaction to bring the quantity down to 0. The second will be an Adjustment to bring the quantity up to the specified amount, at the specified cost.
Click ‘Update & Close’ and the inventory item will be updated.
Manage Groups
Assign the relevant group, if required.
Related Article: Inventory Groups
Specification
This will create a PDF with details for the item.
Related Articles
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