**INVENTORY** ============= ============= **To Create a New Item** ----------------------- 1. Click **Inventory** on the navigation bar 2. From the drop-down menu select **Create Item** button |create_item| and the Create New Item page is displayed: A. Enter Item Description B. Select Default Location (where items are usually stored) C. Select the Vendor the Item is purchased from D. Select the sub-type E. Select V.A.T. F. Select Unit of Measure G. Enter Average Cost H. Select Outlet (if required) I. **Create Item** button to create the item |new_item| *Note: Please note all fields displayed on the page are required.* ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **To Search, Edit and View the Inventory List** ----------------------------------------------- 1. Click **Inventory** on the navigation bar 2. From the drop-down menu select **Inventory List** |inventory_list| button and the Inventory List is displayed: - Search for items by SKU, by Description or by QEH Code - Search for items by Type - View Disabled Items - **Apply Filters** button to search for items - **Actions** button to Export the Inventory List (if required) |inventory_list_filter| 3. To edit an item on the Inventory List, select the **Edit Item** |Edit_Button| button and the Edit Item page is displayed: A. Change Item Description B. Add Alternate Item Number C. Add Secondary Code D. Change Sub-Type E. Change V.A.T. amount F. Change Default Location G. Change Default Vendor H. Change Unit of Measure (UOM) I. Add Minimum Stock (Par Levels) J. Enable/Disable Case Conversions (if required) K. Enter Case Sum (if required) L. Enter Alias Description (if required) M. Select Alias UOM (if required) - **Update** button to save - **Disable** button to disable items - **Enable** button to enable items |edit_item_page| 4. Item can also be searched via the **Locations** |locations_button| and **Cost Centers** buttons |cost_centers_button|. 5. On the **Locations** page users can: - Search for items by SKU, by Description or by QEH Code - Select the Location - Search Items with zero stock - **Apply Filters** button to search for items - **Reset Filter** button to remove all filters - **Edit Item** button to adjust item quantity on hand |locations_page| 6. On the **Cost Centers** page users can: - Search for items by SKU, by Description or by QEH Code - Select the Cost Centre - Search Items with zero stock - Enter Par Levels - **Apply Filters** button to search for items - **Reset Filter** button to remove all filters |cost_centers_page| .. |create_item| image:: ./images/createitem.png :scale: 90% .. |new_item| image:: ./images/newitem.PNG :scale: 90% .. |inventory_list| image:: ./images/inventorylist.png :scale: 90% .. |inventory_list_filter| image:: ./images/inventorylistfilter.png :scale: 90% .. |Edit_Button| image:: ./images/EditButton.png :scale: 90% .. |edit_item_page| image:: ./images/edititempage.png :scale: 90% .. |locations_button| image:: ./images/locationsbutton.png :scale: 90% .. |cost_centers_button| image:: ./images/costcentersbutton.png :scale: 90% .. |locations_page| image:: ./images/locationspage.png :scale: 90% .. |cost_centers_page| image:: ./images/costcenterspage.png :scale: 90%