How to Set Inventory Defaults

The Inventory section gives you control over what information is required while adding/editing inventory, what criteria is applicable to a search, what information is displayed after a search, or other inventory parameters used for inventory.

Step-by-step guide

1. Go to Defaults > Inventory > Inventory Defaults.

2. Under the top portion of the screen under the Defaults tab, you’ll see the following options:

• Product ID Description: Modify the default description of (PLU) (e.g. PId).

• Next Available Account Number

• Next Available (Auto Generate) Serial #: Assigned by the system unless overridden.

• Next Available Number for Gift Certificate

• Inventory Auto Reorder Options: Set up the auto reorder options.

• Service Barcode Label: Setup the service barcode label for inventory.

• Prefix Separator: Setup the prefix separator for the PLU (e.g. dash, period, Space, on none).

• Prefix: Setup the prefixes for the PLU.

• Additional PLU Prefix: Add a prefix to PLU (e.g. V, then your PLU will look like VV1001 instead of 1001).

• Expiry/Sell By Title: Rename default (Expiry Date) Title.

• Cost Display Gross up on Sale: Fictitious display of cost on sales screen.

• Refills: Setup a default number of refills.

3. Under the bottom portion of the screen under the Defaults tab, you’ll see the following options:

• Enter Manufacturer Barcode: Enter manufacturer's Barcode.

• Expand Description Line 1:  Expand the Description 1field.

• Use Shortcut for Description Line 1: Enables shortcuts for description Line 1.

• Use Description Line 2: Activates description line 2 on your inventory.

• Use Shortcut for Description Line 2: Enables shortcuts for description Line 2.

• Reserved Letter for Shortcut Editing: Change shortcut letter from default .

• Auto Reconcile Inv. Qty when login: Automatically reconciles inventory.

• Must Have a Vendor: Inventory added must have a Vendor.

• Do not allow duplicate barcodes (adding): Blocks duplicate barcodes.

• Must Have a Department: Inventory added must belong to a department.

• Require Reason to Change INV. Quantity: Reason required to change the inventory quantity.

• Allow to Enter Product Under Department, If Sub Department Exist?: Enables items to be entered into the Parent Folder when a Sub Folder exists.

• Volume: Enable measure by Volume.

• Weight: Enable measure by weight.

• Change Pack Cost if Inventory Cost change

• Add Picture ID when adding Inv: Required to add a picture ID when adding inventory.

• Copy Picture ID When Copy Inv.: Required to add a picture ID when copying inventory.

• Allow Duplicate PLU when Adding Inventory: Use one PLU number on more than one item.

• Apply “Max Manual Discount [F9]” restriction to promotion and PriceList:

• Control Price Changes:

• Update PO when Changing Inv. Price:

• Allow Sale at Zero Price: Permits a price of zero value.

• Warn on Zero Price: Activates warning prompt if a zero is entered as price.

• Warn on Zero Cost: Activates warning prompt if a zero is entered as cost.

• Calculate Cost from price when Adding Inv.:

• Allow to Modify qty sold on serialized items:

• Enter Vendor’s Product ID to PLU: Automatically enter the vender’s product ID or PLU.

• Use loyalty Points by Inventory: Base loyalty points on quantity.

• Use Scale: Enable use of scale.

• Use Action Group in Inventory:

• Print labels: Enables auto print label checkmark.

• Default Print 1 Label: Sets to print 1 label selected items

• Show Inventory Note: Opens a field, to add inventory notes.

• Show MSL: MSL appears on Inventory screen.

• Print MSL on Labels [Regardless the Amount]: Print Manufacturers Suggested List price if lower than the cost.

• MSL Description: Edit the MSL Description.

• Rate: Cost percentage of the MSL.

• Round: If checked, price is rounded based on the pricing table.

• Auto Recalculate: Automatically recalculate the cost based on MSL.

• Search Within the List in Worksheet:

• Calculate DueDate on Rental/Booking Item: