HiFinance
4
SECTION 7.2.3.1 - INVENTORY
GROUPS
Every Inventory Item must be associated with an Inventory
Group. This puts the Inventory Item into a reporting group. The reports menu
can then isolate or sort by group when printing Inventory records and
transactions. Also, HiFinance maintains totals by Inventory Group, which can be
viewed and reported.
The INVENTORY
GROUPS MENU is accessed as item 1 from the INVENTORY TABLE MAINTENANCE MENU. On
selecting this function, the following will be displayed:
To
return to the INVENTORY TABLES MENU,
press <ESC>.
Fields available on the INVENTORY GROUPS file.
Name Comments
INVENTORY GROUP This is the Group's code. This is the code by which
the Group will be referenced throughout HiFinance. It is up to 15 characters
long. The code may be any alphanumeric sequence (without embedded spaces).- and \ are an acceptable
characters but . and / are not. To make the codes easier to remember, it is usually an
abbreviation of the Group's name, eg. SOCKS, HARDWARE, etc. Alternatively, it might be a number starting
from 1. When using an all-numeric codes take care to make
all the codes the same length or they will not sort as expected. (See APPENDIX A.)
DESCRIPTION The full name of the Group, eg. HARDWARE ITEMS. It may be up to 50 characters long. This field
must not be left blank.
EXCLUDE FROM P/LIST This field is used to flag Inventory groups that you
wish to keep on file but are not included in certain reports. Eg. Items flagged
as Y will be excluded from exports to web pages and some
price lists. The exact behaviour of this field depends on your site.
PERIOD SALES This is the total of all the sales, split up by
period, for all the Inventory Items in this group. These are calculated fields
and are recomputed each time you enquire on the Inventory Group record. These
fields are accessible by printing the enquiry screen (see SECTION 7.2.4.1).
TOTAL SALES This is the total of all the sales of all the
Inventory Items in this group. It is a calculated field and is recomputed each
time you enquire on the Inventory Group record.
SALES ACCOUNT This is the General Ledger account that HiFinance will post sales
to during INVOICING.
COST-OF-SALES ACCOUNT This is the General Ledger account that HiFinance will post
cost-of-sales to during INVOICING.
LAST PURCHASE This displays the last purchase date in this group.
It is a calculated field and is recomputed each time you enquire on the
Inventory Group record.
LAST SALE This displays the last invoice date in this group.
It is a calculated field and is recomputed each time you enquire on the
Inventory Group record.
ITEMS IN GROUP This displays the number of Inventory Items in this
group. It is a calculated field and is recomputed each time you enquire on the
Inventory Group record.
EXCLUDE FROM P/LIST This field is only relevant if you are exporting
your inventory levels to a WEB page. Here you specify if the group is exported
or not.
ALIAS TO This field is used in some WEB exports to specify
that any Inventory code in this group should really be linked to another group.
For instance, if you have several inventory groups that relate to common
accessories, you can point the various codes to the accessories group. This
will allow the WEB page to display the accessories list instead. No inventory
items will actually exist in the group that is aliased. If you do not use this
facility, leave the field blank.
MODIFIED ON/AT/BY This displays the last time this record was
modified. It is stamped with the date, time and the usercode of person who did the modification.
Note that the General Ledger accounts are not
displayed, or required, if you have chosen to use multi-location stock and
have also chosen to use the option to link the General Ledger via the locations
file.
