Print this page

Silver

Using the silver version of Inventory Manager extends the free version with multiple tabs and their connected functionality. When the silver version is installed the following new tabs are added to Inventory Manager:

  1. Margin overview;
  2. Transaction listing;
  3. Count sheet/entry;
  4. Silver Options.


Do you want to sort the columns to your likings, install module jQueryTools. Except for the options tab, it will then be possible to sort every single column ascending or descending. Use the submit or reset button to apply the default sequence again.

Margin Overview

All known items (read products or attributes) are listed and per item, the sales price, cost price, margin and barcode is shown on the same row as the item number.
The sales price is taken from the price as set up in the Shop Made Simple module. If inventory is kept per attribute (a setting in Shop Made Simple), the sales price is calculated using the formula that is connected to the price of the attribute in Shop Made Simple.
The margin is calculated using sales price - cost price.
The cost price is maintained via the item extension tab of the free version of the Inventory Manager module.

Transaction listing

This tab shows all the transactions that have been generated or added manually. It has more filter functions then the transactions tab (available in free version). The filter contains in addition to item number and name, a date range and dropdown on transaction type.
The transactions are shown by default from the most current one in the top to the earlier entered ones in the bottom.
A reset button will set the to date to the current date and the from date will be set to a month ago. This allows you to quickly view the most recent transactions.
Page limit prevents to cause performance problems. You are able to in-/decrease the page limit via the options tab. 
The total amount column contains the following:

  • PR (Purchase Receipt) - the price as set up in the product extension (product cost) times the number received;
  • SLS (sales) - the sales amount excluding VAT times the number sold;
  • LI (Location issued) - the price as set up in the product extension times the number issued/taken;
  • LR (Location received) - the price as set up in the product extension times the number received;
  • SS (Stock Scrape) - the price as set up in the product extension times the number scraped/broken/stolen;

Count sheet & entry

There is one tab that controls both the preparation of a counting sheet (for cycle counting) and the follow up of the counting. Multiple counting sheets can be prepared at one time (not advisable). Easy control of outstanding counting sheets is available.

Count sheet

Opening up the Count sheet tab shows filter criteria such as item number (or part of it), name of items, barcode. Next to this, and that is specific for the count sheets, are item class, location selection. If you use only one location (that means you have not added a second or third), you will not see the location dropdown list. There is also a check mark if you want to include items on the list that have a stock level of zero according to the inventory management system.
The item class is prepared per item and can be maintained via the Item Extensions tab. There is no additional checking on the used class. However the idea of the item class selection is based upon ABC analysis as inventory categorization. 

Select the appropriate Item class, Location (if more then one) and if zero stock is to be included. Press the Submit button.
If nothing turns up, you probably have to set up the item extension for the item.
If you are satisfied with the selection, use the Export icon or textual hyperlink. This will produce an XML file which contains the items, their name. The file can be opened up in OpenOffice Calc (has been developed and tested against) and from there printed.
If the number of items to be counted is less than 50, the selection is saved in count entry tables (one with header information and one with detail information about the items).
Press the Submit button again and the generated count entry sheet is shown on the right side of the export link. As you will notice, every export will result in a new (using a unique sequenced number) count entry sheet.
Use the printed version of the count sheet to start the counting in your inventory store room.
If there are more than 50 items to count at start, use the import transaction facility to set the quantity counted or do this manually (if the number of lines to handle manually justifies that. 

FAQ's:

ItemQuestionAnswer
1 Whatever item class I use, I'm missing an item in the listing. How come? Most likely the item has no item class set yet via the item extensions.
2 Is there a way to reset all stock levels? In the options of the free version, you will find a textual hyperlink 'Create starting transactions'. Use this to delete all transactions and rebuild the stock level based on quantities as set in the module Shop Made Simple.
3 Why is there a limit to the number of items that can be counted? During tests it came become clear that there is a technical limitation to the number of items that can be handled using the count sheet entry.

Count entry

Use a count entry sheet hyperlink that was prepared after an export. If you don't see one after an export, use the Submit button again or refresh the page.
When a count entry sheet entry is used, main information on the count sheet is shown. It is the number of the count sheet itself. However next to it (to the right) values are shown that are coming from the selection filter. It shows the item class, the location and a '1' if zero quantities were to be included.
Below this heading, the item details are shown:

  • Item number
  • Name
  • Quantity is zero. You enter the counted quantity in this field. Blank this field to set the stock level to 0 (zero).
  • Barcode


At the bottom three buttons are available:

  1. Post (set stock level). This button will generate cycle count (CC) transactions. CC transactions have by definition the setting that when applied, the inventory stock level is set to the accompanied quantity (in this case counted) quantity is set as the location quantity stock available. Next to this, the stock level in Shop Made Simple is reset to the quantity as entered. Bear in mind that if you leave the quantity to zero, nothing happens (so no transactions and no stock level change. Last thing that is done is that the status of the count entry sheet is set to inactive. You will not be able to reset it to active (you will have to generate/export the item count sheet again).
  2. Hold entry, will save the entries done so far, close the page and open the Count sheet tab on the back end of Inventory Management again.
  3. Set inactive. This button will change the status of the count sheet to inactive and return to the back end of Inventory Management.

Options

The options of the Silver version allow you to control other parts of the Silver functionality.
The Date format for the date picker allows you to select from formats 'm-d-Y' (which will show August 23rd 2011 as 8-23-2011) and 'd-m-Y' (which shows May 6th 2012 as 6-5-2012).
The date picker is in use on the tab Transaction listing.

The checkmark 'Show only active types on transaction listing', will show only a list of active transaction types (see tab transaction types) in the dropdown list on the Transaction listing tab. Turning the checkmark off will show all available transaction types.
It is always possible to select All as transactions type on the transaction listing no matter what you have set the checkmark to in this options tab.

Filter Usage

On most of the tabs in this module, a filter is available to prepare a subset of the items or transactions. If you enter filter criteria in one of the tabs, the criteria/settings are saved per user.
As a result the filter criteria may differ per user. Next to this, the filter criteria that were saved, will be used the next time the tab is opened.
Using the Reset button on filter criteria/settings, will set the values to blank or a default value and save these settings for the current user.

Information on the free version of the Inventory Management module can be found on its page.

Version History

v1.2 14 Jan 2013
- Supporting now version 1.11 from CMSMS;
- Changed link from wiki help to Duketown help page. 

v1.0 11 Oct 2011
- Pagination didn't work properly on margin overview (jumped to products);
- Version number on options tab.


Previous page: Inventory Management
Next page: Discount Coupons