Use the Inventory tab to identify an item as being an inventory item and to enter inventory tracking information for the item. This tab displays if you are authorized as an approver.
| Field | Description |
|---|
| Inventory Item
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Select this option to mark the item for use in the Inventory application.
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| Inventory U/M
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Select the item's Inventory unit of measure from the drop-down list. Then add a row to the Unit of Measure Conversion Grid. In the new row, enter the ratio of the item's Inventory unit of measure to the item's Purchasing unit of measure.
Perform this procedure for each of the item's units of measure needed for use in the Purchasing part of Vision.
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| Inventory Reorder Point
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Enter the quantity at which the item should be re-ordered. This information appears on the Inventory Reorder report.
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| Default Location
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From the drop-down list, select the location where the item is usually kept in inventory.
This drop-down list shows the data that is in the Locations grid on the Inventory Tab of
.
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Unit of Measure Conversion Grid
Use the Unit of Measure Conversion Grid to specify how a Purchasing unit of measure is used to determine the Inventory unit of measure.
| Field | Description |
|---|
| Purchasing U/M
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Select the item's Purchasing unit of measure from the drop-down list.
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| Conversion Factor
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Enter the number Vision uses to multiply the Purchasing unit of measure to determine the Inventory unit of measure.
For example, you buy pencils in containers that have 24 boxes. You keep the pencils in inventory for re-sale by box. You enter 24 as the conversion factor.
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 Insert
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Click this option to add a row to the grid. Add a new row for each Purchasing unit of measure that you specify for the item.
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 Delete
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Click the row to delete, then click this option.
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