How to get to this screen: Click on Inventory, then Items.
New items and assemblies are entered on this screen. After the in stocks are setup, when the part is entered you will not be able to adjust the in stocks from this screen.

• The Print Labels button at the top of the screen allows you to mark the item for label printing under the Print Item Labels screen. To make a label, bring up the item you need, hit the Tab key to bring it up, then click on Print Labels. A screen will appear, hit OK. The information that will show on the label will appear. Close out the window when you have finished review.

• Enter an inventory Item # you would like to use for the new item. A message will appear-click Yes to add. If you are calling up an existing item, enter it here or use the look up button to search. When using a scanner, simply scan the item's label to bring it up.
• Under the General tab shown above, enter a Category for the item to sort. Use the look up button to search for existing categories.
• Enter a Brand by using the look up button to find existing brands.
• There are 3 areas to type in Manu. Item #. This field is used to record manufacturer's item numbers.
• Choose a Unit Of Measure from the scroll down menu.
  
• The Installed Price amount is used for invoicing flat rate.Installed Price = (Hrs To Install x Per Hr To Sell) + Sell Price. When creating an invoice,the Flat Rate will generate from the Installed Price field.
• Enter the G/L Labor Sls(sales) or use the look up button to search.
• Check Assembly if this item is used for assembly. Check Serialized if you would like to include a serial number with this item.
• Three Description fields are available for use if needed.
• Enter Hrs To Install, Disc. For Cont(discount for service contract), and Per Hr To Sell.
• Enter the Cost Of Goods and G/L Sales accounts or use the look up button to search.
• Enter a Min. Reorder and Max Reorder amount.

• Under the Prices tab, enter the Average Unit Cost for a starting point. From then on the program will calculate it for you.
• Enter the Percent Of Markup from the cost. This will determine your sell price which will automatically be filled in.
• Enter the In-Stock for the item. After this has been entered it can no longer be changed from this screen.
• The On Order will only show if you have PO's (Purchase orders) entered in the system for the current item you are looking at.
• The Value In Stock automatically gets filled in with the total dollar amount for that item.
• Enter the Sell Price for the item.
• The MTD Sales Quantity, MTD Sales Value, YTD Sales Quantity, YTD Sales Value and YTD Purchases fields will automatically be filled in.

• Under the Vendor tab, Enter the Vendor #'s of the vendor who the item is purchased through.
• Enter the Vendor Item # for each vendor. The Vendor Cost will be brought in from the supplier's updated list if provided.
• The Last Purchase field should automatically show the last purchase for this item.

• If this item is an assembly you will need to enter all of the components of the assembly under the Components tab. Add Lines by clicking on the button.

• Enter the information for each assembly component and hit the Save button to add it under the Components tab.

• Under the Locations tab, enter the relevant information pertaining to this item by clicking the Add Lines button. The screen shown below will appear. Check the Default Location box to make that location go with the item number (this will help when entering items on a Purchase Order). After entering the information, click the Save button. *Remember, you CANNOT change the In-Stock # here after the initial entry.
• Check the Default Location as shown below to make that location pull up with the Item in other areas of NSB, such as when creating a Purchase Order.

• If the item has been checked as serialized, then the information under the Serial #s tab will automatically be filled in from invoices and received goods. When a serialized item is entered on the invoice you will be prompted to enter the serial number for that item. The same holds true for when an item is being received.

• When setting up this screen, click on Add Lines to bring up the Serial Numbers screen. Enter the information and click Save.
• The Audit Trail button at the top of the screen looks similar to the screen shown below. This report shows the transactions for this item in each location.
• Clicking the Adj. In stock button will take you to the Enter Physical In-Stocks screen, where you can enter the amount of physical inventory to adjust it.

Back to Maintain Invoices in Billing