5.3 introduces a full inventory management capability.Two key modules perform
the bulk of inventory management - Shipping and Receiving. In addition, the
Sales Orders and Purchase Orders modules, as well as the Invoices module,
evolved to support the tracking of partially received Purchase Orders, and
partially shipped Sales Orders or Invoices (depending on how your business
Receiving module lets users in shipping/receiving document the receipt of a
shipment, list the items and quantities received, and link to the related
Purchase Order (and Sales Order if any). It documents the inbound shipping
provider, number of packages and weight, the supplier's packing slip number, and
the date received.
The easiest way
to create a received goods record is to locate your related Purchase Order, and
click on the Receive It! button, Then just adjust the quantities and
items received if they differ from the PO, and save. Partial quantities received
are recorded on the PO, and if a PO has been completely received, it is marked
with multiple warehouses, each goods received record will be linked to the
warehouse where the goods were received, and inventory is adjusted appropriately
for that location.
module lets users in shipping/receiving record the shipments they send out. As
well, it links to the FedEx and UPS shipping and tracking web services to
automate those activities when using these shipping providers. It documents the
outbound shipping provider, number of packages and weight, the packing slip
number (it can also produce PDFs of packing slips), and the date shipped.
way to create a packing slip is to locate the related Invoice, and click on the
Ship It! button, Then just adjust the quantities and items shipped if
they differ from the Invoice, and save. Partial quantities shipped are recorded
on the Invoice and on the Sales Order if there is one. If an Invoice has been
completely shipped, it is marked Shipped, and if a Sales Order has been
completely shipped it is marked Closed.
with multiple warehouses, each packing slip will be linked to the warehouse from
which the goods were shipped, and inventory is adjusted appropriately for that
Note: Serial numbers are tracked from receiving, through the Sales
Order and Invoice and on to the Packing Slip. Additionally, Supported Products
are linked to client accounts, and also track product serial numbers.