Inventory Control
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Our inventory control system is designed to put all the information you need at your fingertips. Whether you are searching for an item, entering new items or creating a new bill of materials assembly, our software will guide you all the way. Our extensive search programs will help you locate any item quickly with a minimum of effort. Item searches can be performed by item number, description, category, serial number, model or item parameter. Our inventory inquiry will show all information and transactions for any item. Sales and purchasing history by item, category or product can be viewed at any time. Items can be cloned or deleted as needed.
Serialized Inventory
This module can be combined with our fixed asset module to allow a completely integrated serialized inventory system for customers needing to receive, warehouse and sell items by serial number. This system will handle up to three alternate units of measure with several pricing options for each item. Item costing and pricing can be done at the serial level. Serialized inventory can be depreciated using several standard methods if desired.
Physical Inventory Procedure
This system comes with a complete physical inventory system. You may count one location or all locations at one time. The system assigns a tag number to each item to be counted before printing count sheets. Labels can be printed for bin tagging if desired. Count tag entry is quick and easy. Counts can be edited and compared before posting. The system has a physical count inquiry that will allow viewing of all counted activity until the next physical inventory is taken. The system also comes with a cycle count process that will allow counting of up to thirty items each day.
Faxing, Emailing and Archiving
One of the best features of the inventory control system is the ability to fully integrate with our other modules. Often times, important information such as inventory aging reports, recommended purchasing reports and other information needs to be quickly distributed to buyers, managers or even bank officers. By adding our faxing and email modules, you can get your information to the people that need it in a quick, efficient and secure manner. This integrated package provides the ability to email any report generated by the system. It will be sent as a PDF attachment. You may also fax reports without leaving your desk. The archive system will allow you to automatically save reports such as month end aging and check registers to a folder on your iSeries that can be backed up in your nightly save routine.
Additional Features of the Inventory Control Module top
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Inventory Control System Requirements top
All CSS software is currently compatible with OS/400 V4R5M0 – V6R1M0. As new releases are installed older ones will be replaced. CSS will always ensure that our software remains compatible with any OS/400 operating system IBM is shipping.
There are several features in our software that will not work on machines below V5R3M0. Some of these features include:
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Inventory Control System Compatibility top
While the Inventory Control system will work fine in a stand-alone environment, it was designed to be integrated with the other modules in our system. Clients wanting to interface this module with existing in-house systems such as general ledger can do so easily. Contact our office for more information.
The Inventory Control module can be purchased as a stand-alone module
Optional modules you may want to consider:
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Here is a summary of how this module interfaces with our other modules:
| Accounts Receivable | The I/C module does not require the A/R module. |
| Accounts Payable | The I/C module interfaces with the A/P module but is not required to run the I/C. |
| General Ledger | The I/C module interfaces with this module but does not required it to operate. |
| Cash Reconciliation | The I/C module does not interface with the cash reconciliation. |
| Fixed Assets | The I/C module interfaces with the fixed asset module and is required if you want to use the serialize inventory option. |
| Payroll | I/C module does not interface with the payroll system. |
| Human Resources | The I/C module does not interface with the human resources system. |
| Sales Analysis | The I/C interfaces with the sales analysis but is not required to operate the I/C module. |
| Inventory Purchasing | The I/C module interfaces with the purchasing module but is not required. |
| Order Entry | The I/C module provides information to the O/E module however it is not required to use the I/C. |
| Point of Sale | The I/C module provides information to the POS module however it is not required to use the I/C. |
| Manufacturing | The I/C module interfaces with the manufacturing module but is not required to run the I/C module. |
| Faxing System | Interfacing with this module will allow the ability to fax any I/C report. Faxing is outbound only and requires a dedicated phone line |
| Email System | CSS has integrated our emailing software with the I/C module to allow emailing of any system generated report. The document will be sent as a PDF attachment. This email system is for outbound emailing only. |
| Archiving System | Interfacing with this module will provide the ability to archive all reports to the ISeries IFS. |
Inventory Control Menu1 Summary top
The Inventory Control System has three menus. The first or main menu contains the most used programs. They include the item master maintenance, item inquiry, serial maintenance and several other programs. Also included on this menu are all the inventory reports. The following is a summary of each menu option available to the inventory control user. You can find more detailed information for each option in our software users manuals.
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INVMENU1 Inventory Control Select one of the following: 1. Inventory Master Maintenance 13. Bill of Material Maintenance 2. Inventory Master Inquiry 14. Bill of Material Inquiry 3. Inventory Serial Maintenance 15. Bill of Material Where Used 4. Inventory Serial Inquiry 16. 5. 17. 6. Inventory Quantity Inquiry 18. Calculate Item Mins/Maxs 7. Inventory History Inquiry 19. 8. 20. Inventory Listings 9. 21. 10. 22. Additional Inventory Menu 11. Inventory Transaction Entry 23. Physical Inventory Menu 12. Inventory Transaction Lists 24. Return to Main Menu 30. Display A/R Documentation Selection or command 90. Signoff ===> ___________________________________________________ |
I/C Menu 1 Option 1 – Inventory Master Maintenance
This procedure allows the inventory control user to perform maintenance to the inventory item master file and location file. Each item must be setup in both files before being used. The system maintains one item record with multiple location records for each item. This method provides extensive tracking of each item within each location.
I/C Menu 1 Option 2 – Inventory Master Inquiry
This program gives the inventory control user extensive inquiries into the inventory item master file and location file. The user can see all price and costing information as well as sales history and purchasing information. The program shows totals for the item level with the ability to drill down to the location level as well. If the user has the CSS purchasing system installed, detailed vendor and purchasing information will be available for display. Printed reports showing purchasing history can be printed from this program.
I/C Menu 1 Option 3 – Inventory Serial Maintenance
This procedure will allow entry and updating of the serial inventory stored in the fixed asset program. There will be an entry in this program for each serialized item.
I/C Menu 1 Option 4 – Inventory Serial Inquiry
This procedure will allow viewing of the serialized inventory. No updating will be allowed. User may view the history and all transactions relating to the serialized item.
I/C Menu 1 Option 6 – Inventory Quantity Inquiry
This procedure provides a quick inquiry into inventory information specifically relating to quantities on hand, committed, on order and available by location with totals for each item.
I/C Menu 1 Option 7 – Inventory History Inquiry
This procedure allows the user to display all transaction history for a specific item at a specific location. All transactions including sales, receipts and adjustments will be shown with related information about each transaction.
I/C Menu 1 Option 11 – Inventory Transactions Entry
This procedure allows inventory adjustments, transfers, inventory counts and miscellaneous receipts to be processed. The program will perform these functions in a true on-line environment.
I/C Menu 1 Option 12 – Inventory Transaction Lists
This procedure will generate several listings using the inventory audit file. The inventory audit file is produced by the entries made in the transaction entry. The user may request reports by a given date range and may choose only one transaction type or all.
I/C Menu 1 Option 13 – Bill of Material Maintenance
The inventory control system will support a single level bill of materials as well as a single level combination system. This procedure allows the user to add, change, or delete bill of material items. An unlimited number of component items can be entered for each bill-of-material or combination.
I/C Menu 1 Option 14 – Bill of Material Inquiry
This procedure allows the user to display bill-of-material component information. All components and their respective quantities are displayed for the selected item.
I/C Menu 1 Option 15 – Bill of Material Where Used
This procedure will display all the bill of materials structures that contain a selected component item.
I/C Menu 1 Option 18 – Calculate Mins and Maxs
This procedure allows the user to update the minimum and maximum quantities for the item record. The procedure allows the user to select by vendor, category or item.
I/C Menu 1 Option 20 – Inventory Listing
This procedure is menu driven and will allow extensive printing of several different inventory reports available to the user.
I/C Menu 1 Option 22 – Additional Inventory Menu
This option will take the user to the second inventory menu.
I/C Menu 1 Option 23 – Physical Inventory Menu
This option will take the user to the physical inventory menu.
I/C Menu 1 Option 24 – Return to Main Menu
This option will return the user to the CSS main menu.
Inventory Control Menu2 Summary top
This is the second Inventory Control menu. It contains the least used maintenance programs. You may also run the system reports from this menu. Here is an example of the menu followed by a summary of each menu option:
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INVMENU2 Inventory Control Select one of the following: 1. Item Status Master Maintenance 13. Inventory Listing 2. Item Class Master Maintenance 14. 3. Item Brand Master Maintenance 15. 4. Item Size Master Maintenance 16. 5. Item Finish Master Maintenance 17. 6. Item Family Master Maintenance 18. 7. Item Fam/Cat Master Maintenance 19. 8. Item Type Master Maintenance 20. Inventory Month End Procedure 9. Unit of Measure Maintenance 21. Inventory System Parameters 10. Inventory Location Maintenance 22. 11. Inventory Category Maintenance 23. Physical Inventory Menu 12. Item Substitution Maintenance 24. Return to Main Inventory Menu 30. Display A/R Documentation Selection or command 90. Signoff ===> ___________________________________________________ |
I/C Menu 2 Option 1 – Item Status Master Maintenance
This procedure will allow entry and updating of the status code. The status code is a user-defined field.
I/C Menu 2 Option 2 – Item Class Master Maintenance
This procedure will allow entry and updating of the item class code. The item class code is a user-defined field.
I/C Menu 2 Option 3 – Item Brand Master Maintenance
This procedure will allow entry and updating of the item brand. The brand is a user-defined field.
I/C Menu 2 Option 4 – Item Size Master Maintenance
This procedure will allow entry and updating of the item size code. The item size code is a user-defined field.
I/C Menu 2 Option 5 – Item Finish Master Maintenance
This procedure will allow entry and updating of the item finish code. The item finish code is a user-defined field.
I/C Menu 2 Option 6 – Item Family Master Maintenance
This procedure will allow entry and updating of the item family code. The item family code is a user-defined field.
I/C Menu 2 Option 7 – Item Fam/Cat Master Maintenance
This procedure will allow entry and updating of the item fam/cat code. The fam/cat code is a user-defined field.
I/C Menu 2 Option 8 – Item Type Master Maintenance
This procedure will allow entry and updating of the item type code. The item type code is a user-defined field.
I/C Menu 2 Option 9 – Unit of Measure Maintenance
This procedure will allow entry and updating of the unit of measure code. The item unit of measure code is a user-defined field.
I/C Menu 2 Option 10 – Inventory Location Maintenance
This procedure will allow entry and updating of the item location code. The item location code is a user-defined field. At least one location must be setup before using the inventory system.
I/C Menu 2 Option 11 – Inventory Category Maintenance
This procedure will allow entry and updating of the item category code. The item category code is a user-defined field.
I/C Menu 2 Option 12 – Item Substitution Maintenance
This procedure allows additions, changes and deletions to the item substitution master file. The item substitution file can be accessed during order entry if insufficient stock exists for an item. The system will display a list of all items that can be substituted, the quantity required and the available stock for the substituted item.
I/C Menu 2 Option 13 – Inventory Listings
This procedure is menu driven and will allow extensive printing of several different inventory reports available to the user.
I/C Menu 2 Option 20 – Inventory Month End Procedure
This procedure will close the inventory module for the month.
I/C Menu 2 Option 21 – Inventory System Parameters
This procedure will allow entry and updating of the inventory system parameters. Many of these parameters must be entered before the inventory system can be used.
I/C Menu 2 Option 23 – Physical Inventory Menu
This option will take you to the physical inventory menu.
I/C Menu 2 Option 24 – Return to Main Inventory Menu
This procedure will let you return to the main inventory control menu.
Inventory Control Menu 3 Summary top
This is the third and final Inventory Control menu. It contains the physical inventory procedures and the cycle count procedures. Here is an example of the menu followed by a summary of each menu option:
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INVMENU3 Physical Inventory Select one of the following: 1. Freeze Inventory Quantities 2. Print Count Sheets 3. Print Count Labels 4. Reprint Count Labels 5. Enter Physical Counts 6. Print Physical Counts 7. Physical Tag File Inquiry 8. Print Physical Count Comparisons 9. Apply Physical Counts 10. Print Final Cost Reports 11. Cycle Count Physical Inventory 12. Cycle Count Physical Inventory Report 13. Physical Inventory Inquiry 30. Display A/R Documentation Selection or command 90. Signoff ===> ___________________________________________________ |
I/C Menu 3 Option 1 – Freeze Inventory Quantities
This procedure will freeze the inventory quantities. It must be run prior to beginning the physical counting of items. The system will assign tag number to each item to be counted.
I/C Menu 3 Option 2 – Print Count Sheets
This procedure will print count sheets that will be used to record the physical counts. The counts will be entered into the system from these sheets. The count sheets are sorted by tag number for rapid entry.
I/C Menu 3 Option 3 – Print Count Labels
This procedure will print labels that may be put on the product or shelf to record the physical count of each item. This is optional and is not required.
I/C Menu 3 Option 4 – Reprint Count Labels
This procedure will allow reprinting of the count labels
I/C Menu 3 Option 5 – Enter Physical Counts
This procedure will be used to enter or update the counted quantities in the system. The system is designed to allow quick and rapid entry of the counts without requiring entry of an item number.
I/C Menu 3 Option 6 – Print Physical Counts
This procedure will print an edit of the tag numbers and all items that were counted. This report will be used to verify the counts and ensure all items are counted.
I/C Menu 3 Option 7 – Physical Tag File Inquiry
This procedure will allow inquiry about a specific tag number to verify count and amounts.
I/C Menu 3 Option 8 – Print Physical Count Comparisons
This procedure will print reports showing the frozen and counted quantities with differences for comparisons.
I/C Menu 3 Option 9 – Apply Physical Counts
This procedure will apply the new counts to the inventory files.
I/C Menu 3 Option 10 – Print Final Cost Reports
This procedure will print the final costing report for the physical inventory count.
I/C Menu 3 Option 11 – Cycle Count Physical Inventory
This procedure will allow a cycle count of up to fifteen items at a time. User will enter the items to cycle count, program will print a count sheet for the selected items. User will enter the counts as with any physical count.
I/C Menu 3 Option 12 – Cycle Count Physical Inventory Report
This procedure will close the cycle count and update the inventory. Program will print a costing report for the items counted.
I/C Menu 3 Option 13 – Physical Inventory Inquiry
This procedure will allow user to view an inquiry of all counted items by location showing the frozen and counted quantities. These figures will be available until the next physical count is done.