SECTION 188.8.131.52 - 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.
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 184.108.40.206).
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.