Search PAX
Find product information, documentation and articles.
158 results for “Inventory”
Documentation
Inventory Overview
The Inventory section is used to maintain part records, review lot and quantity details, make controlled inventory adjustments, perform cycle counts, and run inventory reports.
Documentation
Inventory Reports Overview
Inventory Reports provide inventory aging, expiration, valuation, reorder, work order planning, and usage views from the Inventory dashboard.
Documentation
Inventory Item Detail Overview
Inventory Item Detail is the expanded view inside the Parts screen that shows a part's setup, pricing, vendor, purchasing, and lot information.
Documentation
Inventory Lot Detail Overview
Inventory Lot Detail is the lot table inside an expanded inventory item, showing active and historical lots for the selected part.
Documentation
Inventory Value vs GL Overview
Inventory Value vs GL compares calculated inventory lot value by product line to the corresponding GL balance.
Documentation
Detailed Inventory Report Overview
The Detailed Inventory Report shows active inventory items with quantity, availability, weighted cost per unit, and total inventory value.
Documentation
How to Add Inventory Item
Use this workflow to create a new active inventory part master record.
Documentation
How to Delete Inventory Item
Use this workflow to soft-delete an active inventory item so it no longer appears in active inventory lists and normal selection dropdowns.
Documentation
How to Edit Inventory Item
Use this workflow to update item master setup for an existing active inventory part.
Documentation
How to Reactivate Inventory Item
Use this workflow to restore a previously deleted inventory item to active status.
Documentation
How to Write Off Inventory
Use this workflow to reduce inventory through a write-off adjustment.
Documentation
How to Fulfill Non-Inventory Order
Use this workflow to complete open non-inventory Sales Order lines and create the related invoice lines.
Blog
On Hand, On Order and Available: Reading Inventory Numbers in PAX
Understand PAX inventory fields: On Hand, On PO/WO, On SO, Available and Reorder Analysis’s Net Available calculation.
Comparison
PAX vs Katana: Full ERP or Inventory Tool?
Katana starts at $299/mo but lacks accounting, CRM, and GL. PAX includes all three from $350/mo for up to 5 main ERP users. Honest comparison for manufacturers with 5 to 50+ employees.
Documentation
Adjustments Overview
The Inventory Adjustment screen is used to record controlled inventory corrections for quantities, lots, unit conversions, new lots, sample/giveaway usage, and lot cost corrections.
Documentation
Aging Report (FIFO) Overview
The Aging Report (FIFO) option is present in the Inventory Reports menu, but the current screen is a placeholder rather than a finished report.
Documentation
Backorder Report Overview
The Backorder Report lists open Sales Orders that still have open inventory quantities to ship.
Documentation
Create Shipment Overview
The Create Shipment screen lists open Sales Orders that still have inventory quantities available to ship.
Documentation
Cycle Counting Overview
Cycle Counting is used to schedule and perform physical counts of inventory parts, with automatic inventory adjustment behavior when submitted counts differ from system quantity.
Documentation
Edit Order Overview
The Edit Sales Order screen is used to update eligible open or partially shipped Sales Orders while preserving shipment, fulfillment, invoice, and inventory history.