Articles in this category Inventory Cannot Create Item Beginning Balances When selecting Create Worksheet/Enter Counts for Item Beginning Balances, we receive the error, "There are no items in physical inventory to display." We already have items set up. Why is this appeari... Inventory Types The available Inventory Types for items are: Stocked - Items that you will regularly keep in stock. On-hand levels will be tracked for these items. Non-Stocked - Items that will not be regularly stock... Composite Item within Composite Item Composite items are those that contain other items, such as a kit or catalog.Placing a composite item within a composite is possible. The system will draw down inventory on the composite item and not ... Build Item From Different Location When building a main item, is it possible to get the subcomponents from another location? Build orders (Inventory -> Home -> Manage Build Orders) are only for one location at a time. You will fi... Composite Item with Parts and Labor Is there a way to set up a composite inventory item that has labor and parts built as a kit and only charge tax on the parts that were in the kit? Once a kit or composite item is created, it is a sepa... Item Discounts There are a few ways to sell inventory items at a discount or different price point. 1. Price Levels Admin -> Inventory -> Price Levels When these have been created, you can edit items and click... Serial Numbers You can track serial numbers for sold and received items by using the Require Serial Number and Require Serial Number When Receiving Items add-ons (Tools -> Add-ons), which are available in the... Alias Part Numbers If you would like to store an alias item code for display to the customer while still maintaining the actual item code for your own purposes, the following suggestion may be useful:You can add the OEM... Is it possible to kit or bundle an inventory item and a service together? Yes. You can treat the service as an inventory item and then build composite items using Inventory -> Home -> Manage Build Orders. You can also create an Item Option Group (Admin -> Inventory... Usage/Price Units To add and edit Usage/Price Units go to: Admin -> Inventory -> Sales/Pricing Unit NameHere you can set up unit names like box, pack, carton, sq. ft., pallet, etc. Can you use the same Item Code (SKU) in multiple warehouses? In NolaPro items are set up one time and then assigned to various warehouses or inventory locations. The item code will be the same for all inventory locations where an item exists. Transfer Items Between Warehouses/Locations You can transfer items between locations by going to Inventory -> Transfers, when the Intercompany Item Transfers add-on is active, or Inventory -> Items -> Item Transfers when the add-on is ... How can I make item adjustments? You can make adjustments to on-hand quantities for items by going to Inventory -> Items -> Item Adjustments. You can set up the available Adjustment Types by going to Admin -> Inventory ->... Price Modifications To modify item prices you have a few different options available. Edit the item and click Add/Edit Pricing & Location at the top of the page. Select a Location and click Edit. Set the prices for... Serialized Inventory To track serial numbers or batches for inventory items read through this article. Item Location Report To find the number of items on hand in each location you can go to Inventory ->Reports -> Item Distribution or Item Valuation. For a quick view of inventory levels at different locations for a s... Item Beginning Balances To initially setup your Inventory system, you may need to enter starting on-hand quantities, and not have them affect the General Ledger in any way. The Item Beginning Balances tool can accomplish thi... Number of Items Sold Report You can view a report for individual items of the quantity sold, cost, sales total, quantity purchased, purchase total, and the quantity adjusted for a 12-month period by going to Inventory -> Repo... Bin/Shelf/Aisle Location You can set a Location Within Warehouse value for items at specific inventory locations by clicking the Add/Edit Pricing & Location button when editing an item (Inventory -> Items). This value ... Delete Inventory Items If you have not processed any transactions with the items you'd like to delete (such as creating Purchase Orders or creating Orders with Inventory Items), you can import a new set of inventory items a... Composite Item You can designate an item as a composite item by editing the item (Inventory -> Items) and marking Yes for the Composite Item setting. After saving the item with Composite Item set to Yes, you can ... Deduct Inventory for Service Order Items will be deducted from inventory for service orders when the orders are invoiced. Be sure you have default GL accounts (especially Inventory and Cost of Goods Sold) set up in Admin -> Inventor... Does NolaPro support multiple warehouse/branch locations within the same company? Yes. You can add locations by going to Admin -> Inventory -> Inventory Locations. If you would like to track sales at the GL level for branches/locations you can create cost codes (Cost Codes fo... Hide Inventory Status If you would like to hide inventory levels (Available, On Hand, On PO) when working with fulfillment orders or POS orders, you can turn on a setting to block display of that information. Check the s... Quick Item Lookup You can get a quick view of general information about an item by using the Quick Item Lookup which can be found by going to Inventory -> Home. Enter in an item code in the item code search box and ... Can a Company Division/Location Pull Inventory From the Main Company? Companies in NolaPro have separate inventory, and so for orders and invoices it's not possible to pull inventory directly from a separate company within your NolaPro installation. You can pull from di... Other Charges Item Cost Other Charges items (Inventory Type set to Other Charges) do not have inventory levels tracked, but you can assign a default cost for these items. When editing Other Charges items set a value for Stat... Item Costs You can set initial costs for items by going to Admin -> Inventory -> Item Beginning Balances. You can make cost adjustments to items by going to Inventory -> Items -> Item Cost Adjustme... How is Inventory Updated? You can update inventory levels by receiving new items through Expenses -> Purchase Orders -> Receive Items on PO or Receive Without PO. You can use Receive Without PO if you just want to add it... QTY on Hand for All Inventory If you'd like to set inventory levels for all items in inventory, go to Inventory -> Home -> Physical Inventory. To help organize your physical inventory counting, you can assign warehouse locat... Delete Build Order If you need to remove a Build Order, edit the Build Order by going to Inventory -> Home -> Manage Build Orders -> Edit Build Orders. Click the Delete button. When a Build Order is deleted, al... Item Subcategories You can set up subcategories for items by going to Admin -> Inventory -> Search Categories. You can assign these search categories to items when editing the items. Look for the Search Category s... Item Prices Not Appearing If you don't see pricing for items when creating quotes, orders, or invoices, and you are sure you have set pricing for your items, it may be caused by one of these issues:1. Missing Default Price Lev... Maximum Size of Inventory Item Code The maximum characters allowed for an Item Code is 255. Inventory Definitions On Hand/In Stock:Number of items physically in the warehouse.On Order:Number of units currently on purchase orders, but not yet received into the warehouse.Committed:Number of units reserved for open ... Import Checklist Important things to check before importing inventory items: Set a Default Location and Default Price Level in Admin -> Inventory -> General Setup. Use a unique Item Code for each item. Be sure ... Verify and Correct Item Costs or Balances If you'd like the system to recalculate inventory costs and first/mid/last quantities, go to Admin -> Inventory -> Verify Inventory. After the tool runs, the system will show the item cost befor... Item Description Length There is a 100 character limit for the Item Description field. Inventory Cost for Orders 1) If there isn't a cost assigned in inventory for an item, the system will use the one manually entered for the order. 2) If an inventory item has a cost assigned, then the cost for the item at the t... Calculate Reorder Points The Calculate Item Reorder Points tool (Inventory -> Items) can examine sales over a given time period and apply the average sales per month towards suggestions for updating minimum, maximum, and r... Item Options Group If you need to attach options to items that can be selected during ordering, take a look at Item Option Groups. Item Option Groups allow you to define option categories like Color Selections, Accessor...