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Set up the Inventory - General Settings

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The General tab in Inventory Settings contains the default settings and available types used when creating a new part, such as:

  • Inventory Defaults for:
    • Method
    • Base unit of measure
    • Barcode labels
    • Type
    • Status
  • List Setup for the drop-downs for:
    • Part status
    • Part Type
    • Units of Measure

Also, custom fields can be defined.

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Access Inventory Settings

  • Navigate to Settings > Module Settings > Inventory. The General tab from the Inventory Settings screen displays.

Inventory Defaults

Inventory defaults are used automatically when creating a new part.

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  • Method: Select whether to use FIFO or LIFO as the method of part consumption
  • Base Unit of Measure: The default unit of measure in which the part is consumed. Populated from Units of Measure in List Setup
  • Type: The default part type when creating a new part. Populated from Part Type in List Setup 
  • Status: The default part status when creating a new part. Populated from Part Status in List setup

Barcode Labels

Barcodes for parts include up to four text lines to describe the associated part. The information that populates on the barcode is configured in the general inventory settings under barcode labels. 

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To access the Barcode Labels form, click the Barcode Labels icon.

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Custom Fields

Custom Fields are available for any information needed that is not within the default fields. 

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List Setup

List Setup is where the drop-down menu options for Part Status, Part Type, and Units of Measure are defined. From List Setup is where you are able to add more options to the drop-down lists.

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