PRINTAdding inventory items is the first of three steps required to set up your inventory so that you can use the Inventory By Item method in Web UFS. (The second step is to add locations where your inventory items can be stored, and the third is to assign these inventory items to a specific location.)
To add an
inventory itemNOTE
Your inventory worksheets are required to complete this procedure.
Use the “TAB” key to move from one field to the next.
Go to Expenses > Inventory Setup > Items.
The Inventory Items browse screen appears.
Click Add.
The Inventory Items data entry screen appears.
Enter the required information in the following fields:
Item No. - Enter an item number that is one value more than the number currently displayed. (This field populates automatically and defaults to 1 if no inventory items have been set up previously. If items have been set up previously, the number displayed reflects this.)
Item Description - Enter a description of the item. (Example: "Lemon Linguini." Special characters are not allowed.)
Account No. - Enter the account number. If you don't know the number, click the Account No. button, select a number from the Account Inquiry list, and click OK. The account description fills in automatically.
Vendor No. - Enter the vendor number. If you don't know the number, click the Vendor No. button, select a number from the Purveyor Inquiry list, and click OK. The vendor description fills in automatically.
Vendor Item No. - Enter the vendor item number. This is the control number the vendor uses for ordering. UFS will validate the existence of this number with the vendor number previously entered to ensure a duplicate entry is not added to the system.
Purchase Size - Enter a description of how the item is packaged (case, bag, box, etc.).
Units - Enter the number of units for this item.
Unit Size - Enter the size of each unit. (Example: 10 lbs.)
Purchase Cost - Enter the purchase cost. (Example: 17.50.)
NOTE: UFS calculates the Unit Cost.
Minimum Purchase - Enter the minimum purchase quantity required for re-ordering. This field populates automatically and defaults to 0. Most vendors have a minimum purchase quantity for all items combined, and not just this one item.
Inventory Item? - Select "Item is included in the valuation of inventory" for all items, including perishables. (It is now required to inventory all items.)
Click Save to record the data.
Continue to enter items from your inventory list until all items have been added to the system.
Click Close to return to the Inventory Items browse screen.
To edit an
inventory itemGo to Expenses > Inventory Setup > Items.
The Inventory Items browse screen appears.
Select an inventory item you want to work with and click Edit.
The Inventory Items data entry screen appears in edit mode.
Make any necessary changes to the data. See "To add an inventory item" for more information about the data fields.
Click Save to record your changes in the database.
Click Close to return to the Inventory Items browse screen.
To copy an
inventory itemYou can copy an inventory item to serve as a template for setting up other inventory items.
Go to Expenses > Inventory Setup > Items.
The Inventory Items browse screen appears.
Select an inventory item you want to work with and click Copy.
The Inventory Items data entry screen appears containing the information from the original inventory item.
Make any necessary changes for the new inventory item. See "To add an inventory item" for more information about the data fields.
Click Save to record your changes in the database.
Click Close to return to the Inventory Items browse screen.
To remove
an inventory itemGo to Expenses > Inventory Setup > Items.
The Inventory Items browse screen appears.
Select an inventory item and click Remove.
A confirmation message appears.
Click Yes.
To print an
inventory item reportGo to Expenses > Inventory Setup > Reports.
Select Item List from the Select a report drop-down list.
Click Next>>>.
A pop-up box opens to allow you to select which units to include in the report.
Select All or Range.
If you select Range, enter the range of unit numbers in the From and To fields.
Click OK.
The Item List report appears.
To print the report:
a. Click the printer icon
on the report screen. (You may have to roll your mouse cursor over
the top or bottom of the screen for the icon to appear.)
b. Enter the print setup parameters and click OK.
To save the report:
a. Click the save icon 
on the
report screen. (You may have to roll your mouse cursor over the top
or bottom of the screen for the icon to appear.)
b. In the Save As dialog box, select a folder to save the report in.
c. Change the default filename, if necessary.
d. Click OK.
Click 
in the top right-hand corner to close the report window.