Create Inventory Types

Use the Inventory Type Maintenance screen to create and edit Inventory Types.

Pre-Requisites

1. Companies

2. Divisions

3. Inventory Legends

4. G/L Accounts

Step-by-Step Guide

1. Access the Master module.
    

2. Click Inventory.
   
   
   

3. Click Inventory Type.
   
   
   

4. Click Insert.
   
   
   

5. Specify an Inventory Type Code value. For example: WE
   
   
   

6. Specify a Format Code option.
   
   
   

7. Specify a Sort Code value. For example: 1
   
   
   

8. Specify a Short Name value. For example: WHITEEGG
   
   
   

9. Specify a Description value. For example: White Eggs
   
   
   

10. Click Save.
    
    
    

11. Under the Select box, locate a Company / Division row that will be using Items within this Inventory Type.
    
    
    

12. Click the Right Arrow icon to move the line to the G/L Account Assignment section.
    
    
    

13. For each of the columns, select the G/L Account that is to be used for that specific type of activity. Access the search screen by clicking on the 3 dot search ellipses button (...).
    Note: Minimum requirements are to specify a Sales G/L Account and an Inventory G/L Account.
     

14. Click Save.  

Inventory Type GL Config