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Configuring Inventory — Part 1

Get started learning how to configure the inventory module. Explore default item site options, transfer order settings, default locations, as-of QOH reporting, and costing method configuration.

Cost Categories

Learn more about how cost categories are linked to item sites. Video will review all the various account types included in the cost category definitions.

Item Sites — Part 1

Get started learning how to set up item sites. Learn about settings for manufactured items, settings for purchased items, marking items sold, inventory control methods, cost categories, planner codes, and costing methods.

Item Sites — Part 2

Begin to understand how item site settings impact lot/serial and the scheduling systems. Learn about lot/serial control, constraint management, stock buffers, reorder levels, ABC codes, cycle count frequencies, and event fences.

Item Sites — Part 3

Begin to explore multiple location control (MLC) settings on the item site. Learn also about configuration options for purchase orders, sales orders, and drop shipping.

Item Sites — Part 4

Dive deeper into location and lot/serial control. Topics covered include distributing inventory, tracking inventory transactions in the ledger, miscellaneous adjustments, positive and negative quantity on hand (QOH), and location/lot/serial detail.

Item Sites — Part 5

Explore item site parameters related to the planning systems. Learn about MRP and MPS algorithms, order parameters, reorder levels, reorder level, min/max order quantities, order up to levels, safety stock, lead times, grouping, and planned transfer orders.

Planner Codes

Explore the relationship between planner codes and item sites. Learn about inventory availability, planned orders, rescheduling and deleting unreleased supply orders, and exploding planned orders.

Setting up Locations

How to set up locations for detailed location control. Explore key item site fields, location control, site selection, zones, nettable vs. non-nettable, and how to make locations restricted.

User Preferences - Part 1

Learn about user roles, “free-floating” vs. “inside the desktop” windows, alternating row colors, ignoring translation errors, spell check, idle timeouts, preferred sites, text editing options, default ellipses actions, and menu preferences.