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invent!ory ULTRA 2013 Help

Single Item Update

Now that we have added our new supply item, let’s view it in the Single Item Update screen (“SIU”).

To fetch a supply record for viewing/update, choose Main Menu | Supplies | Single Item Update.

Hint: Use the “hot key” F3 for quicker access to SIU.

Fetching an Item in SIU Next, we must fetch a particular item. See How to Fetch Items to Update for the several ways to fetch an item.

Here, click the Alpha Button, “N” and then scroll the Smart Key Search List for “New Item.” (below)

Notice our NEW ITEM item (below) is blank—Units On Hand, Dollar Value, and Avg Cost are ZERO.

Single Item Update Screen: Sections

There are five major sections to a supply item record (below).

u "Fetch Item" section

v Item Parameters section

wOn Order/Unit Usage

w The Grids

x Command Buttons.

u Item Parameters section

You may edit any field in this section except the ones with the grey background. Simply type in the changes you want and they are saved.

Note: Be careful changing Stock Number . if you have many prior transactions (log ins/outs), each transaction will still bear the old stock number. See Editing Transactions - Search and Replace to change all transactions at once.

v Fetch Item section

There are several way to fetch an item to view/update: Direct entry by Stock # (top listbox), SmartKey search for a fragment of the item’s name (bottom listbox) or Alpha Keys, which displays all item names beginning with the letter clicked.

See How to Fetch Items to Update for details.

wOn Order/ Unit Usage sections

Item On Order section:

When you see the red checkmark (blelow, left), this tells you PO # 2762 is still outstanding and the item is "on order,” i.e., the PO shipment has not yet been received.

Click PO Links and View buttons to view the PO itself and the vendor. The PO Links list box (above, right ) will show all POs containing the item.

Unit Usage section:

Gives you cumulative unit usage information by month and year-to-date for the last two years.

The cumulative unit usage for this year and last year are shown in the grey boxes.

x The Grids section

"Log Ins"

(blue section)

"Log Outs"

(pink section)

Log ins add units and dollar value to a supply item.

Above, we see threelog ins containing the dates they occurred, quantity, price and vendor information

The first column "!" shows the transaction code and the second the user number who logged it in.

Log outs charge out units and dollar value to departments.

Above, we see numerous log outs containing the dates they occurred, quantity, department and the amount charged.

The first column "!" shows the transaction code and the second the user number who logged it out.

y Command Button section

A lot of buttons on this screen, huh? We’ll cover Log In and Log Out in the "Basics" section of Online Help and the others in the "Advanced" topics.

The main buttons you will use are the "Log In" and "Log Out. "

You will use the "Log Out" button much more than the Log In button.

Ten times more is a safe estimate.