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To start working with Products, you should click the Inventory group on the navigation pane and select the Products view at the view list on the top. Using AvailSuite Products module, you can:
To create a new Product, user can use any of the following methods:
- use the New Product button on the toolbar;
- select New and then Product in the File menu on the main form;
- fill a new row directly in the Products view.
When setting up a new product, you can specify price and warranty information. These data will be used when you add the product later to a work order. The price will be copied into the order, and warranty period will be set according to the delivery date and the product's warranty default period.
Note, that you can also set a warranty period for services, not only products.
To set a picture for a Product, follow the instruction.
- Open the Product form
- Setup the picture.
Choose the file with picture with the Browse button. The picture appears on the form.
- Save the changes made.
Click Save
Also you can see full size of the picture with the Show button.
Click here to read more about File Attachments.
You can view actual counts of products using the following approaches.
- View the actual count of products on the In Stock column of the Products view of the Main form.
- View the actual count of a product on the Product Detail form.
AvailSuite helps you in tracking the count of products in stock with the following options.
- AvailSuite displays the count of products.
- You can run the Vendor Products Inquiry report and view a list of products which the In Stock count is less than a given threshold value.
AvailSuite notifies you on a shortage of items in stock on saving an order. Use the Notify the user about a Products Shortage option on the User Settings form to tune the notification.
AvailSuite prohibits a shipment on a shortage of items. Use the Allow negative values in stock option on the User Settings form to tune the rule.
In stock counts of products are updated when products are received or shipped. However, sometimes, it is necessary to adjust in stock values.
You can adjust the In Stock value of a product using one of the following approaches:
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Directly in the Products view
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Using the Product Adjustment form; this form is available by the Adjust In Stock action on the context menu on the Products view, or using the Adjust In Stock option in the Actions menu on the main form
Sometimes, it is necessary to move products to another location. In this case, you can use the Move to Location action available on the context menu on the Products view and on the Product form.
After moving a product, you can receive it in a target location using the Pending Receipts view in the Inventory group of the main form.
If you selected an option Direct Movement, the product will be moved to the target location without pending receipts mechanism.
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