Using Load Inventory

Select EXIT to exit the Load Inventory option and return to the Inventory menu.

The LOAD INVENTORY option allows you to enter the beginning inventory balances for each item by item, location, and slot.

1. (Optional) At the Old Item ID field, enter the item code from your previous system. This option is only available if the Old Code Conversion Mode setting in System Options is set to Y (Y=yes) and an item has an old ID assigned to it. The item ID will default into the Item ID field if one is found for the item. If an old item ID code is not found, the following error message will display: "Old item ID not found!!! Space bar to continue." Press the space bar and enter a different old ID or add the old ID to the item.

2. At the Item ID field enter the item group or press F3 to display a Select An Item Group window with a list of item groups to choose from. The old item ID will default into the Old Item ID field if one is found for the item.

Select the item code from the list of items.

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item ID Code.

3. If the item is lotted, enter the location where the item is stored. Press F3 to display a Select A Location with a list of locations. Scroll to the appropriate location and press Enter to confirm your selection.

4. If the item being loaded is lotted, enter the lot number in the Lot field. Press Enter when finished. The lot number must be unique for all items within the same location. Multiple slots can have the same lot number.

5. At the Quantity field, enter the quantity of the item, in the stocking unit of measure (UOM), if the stocking UOM is not pounds.

6. Enter the received date or accept the system default – today's date.

7. At the Cost field, enter the cost per unit based on the stocking UOM, if not stocked by the pound.

8. Enter the country of origin (COOL) in the Cool field, if necessary. If the item has a COOL default it will display in the field. Press Enter to accept the COOL default or press F4 to display a Select An Option window to display a list of COOLs defined in the system. Scroll to the appropriate COOL and press Enter. A strict COOL must have a COOL identity. The strict COOL item default cannot be changed. See COOL Rules for more information.

9. Enter the remaining item info lot attributes for the item. The lot attributes will be displayed based on the item info type assigned to the item.

10. Command options will appear:

• Add – Select Add to save this record and return to the Location field to create a new record for the item.
• Change – Select Change to edit the record that you just created.
  • Make the appropriate changes to the following fields:
    • Quantity
    • Date
    • Cost
    • Country of origin (COOL)
    • Item info lot attributes
  • Press Enter when finished.
  • Command options will appear; select Add.
• Exit – Select Exit to exit and return to the Old Item ID field without saving the entry.

 

For lotted items, leave the location ID blank to return to the Initialize Inventory screen and enter a new item code.

"Print Item ID Inventory? No/Yes" message will appear:

• Select no to exit from the item and return to the Initialize Inventory screen.
• Select yes to print the loaded inventory for this item.

 

See Printing in Load Inventory.

Note: If the same item code is entered twice for an unlotted item the system will be placed in the change mode automatically. The same location and lot number is entered twice for the same lotted item. See Changing a Load Inventory.

Note: If the system finds some information about the record to be the same as another record, it will warn you as to a possible duplication.

Selecting PRINT INVENTORY allows you to print a list of the load records that have already been placed in the load file. This is helpful if you are working in multiple sessions, or with many people.

To print an individual load file, see Printing a Load Inventory Report.

1. Command options will appear:

• Update – Select Update to save the load information.
• Exit – Select Exit to exit the Update option and return to the Select An Option window that appears when you first enter the Load Inventory option.

 

Important: The open balances will not be posted to the inventory unless you select Update.

It is recommended that you print an Inventory Valuation Report and a Lot Valuation Report to confirm the beginning inventory balances and value posted are the same as your existing system.