GEM-CAR FAQ
Why Parts are Added to Inventory when Purchased
First, we need to understand the distinction between the code list and inventory items:
Code list: all product codes created in the system, including stocked products, non-stocked products, special action codes and jobs.vehicle codes.
Inventory items: products that have an inventory quantity or a Min/Max.
Secondly, we need to understand the problems involved in saving all the parts in the code list in inventory:
- The code list will include several thousand codes that will be added each year, making searches more time-consuming,
- When you do the physical inventory, the report will come out on a multitude of pages,
- A purge of unused products not in inventory could be done, but
-
- Archive purchase data would then become unavailable.
- Price and transaction histories will become unavailable, so a price increase will not be detected if the item is not saved.
- Invoice history, on the other hand, retains the original code and description.
What are the options for reducing the number of products inventoried?
If you opt for management without backup, manually write on your purchase invoices which work order the non-inventoried parts were sold on.
You'll also be better prepared to face an audit.
Solution 1:
Step A:
- Create a “Parts” product category with the “No inventory tracking” option: ex 280.
- Enter this category as the default when creating the part in the POS.
- Also add category as default category when transferring Internet links “without inventory tracking”.
- Create categories associated with GL expenses you want to track (e.g. banner fees),
- Create the corresponding recurring products.
Step B:
- In the POS, when you transfer items from Internet links, double-click on the description to edit the category and put it in an inventory tracking category for items you want to keep in stock.
- When adding supplier invoices via POS, manually add products with “No inventory tracking” category.
Note: When issuing inventory reports, be sure to exclude “No inventory tracking” categories.
Solution 2:
- Enter the purchase invoice via POS, for the items you want to track.
- Enter the other items via the supplier invoice entry module, adding a “-” to the invoice number.
Posted 4 months agoby Olivier Brunel
#55261 viewsEdited 2 months ago