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158 results for “Inventory”

  • Product

    ERP overview

    Explore manufacturing, inventory, accounting, purchasing and shipping in PAX ERP.

  • Documentation

    Expiration Tracking Overview

    The Expiration Tracking Report shows inventory lots with expiration dates and quantity on hand, sorted by earliest expiration.

  • Product

    From BOM to Finished Goods in PAX

    Follow a build through PAX: review its BOM, create a work order, issue component lots, record labor and receive finished inventory with its costs.

  • Blog

    How Clean Does Your Manufacturing Data Need to Be Before Moving to ERP?

    You do not need perfect spreadsheets to move to ERP. Learn what customer, vendor, item, inventory, BOM, and order data must be clean before go-live, and what can be cleaned later.

  • Documentation

    How to Add New Lot

    Use this workflow to manually add a new inventory lot with quantity and cost components.

  • Documentation

    How to Convert Units

    Use this workflow to reduce one inventory part and create quantity on another inventory part as a unit or part conversion.

  • Documentation

    How to Correct Lot Cost

    Use this workflow to correct cost components on an existing inventory lot without changing its quantity.

  • Documentation

    How to Issue Materials

    Issue materials when a Draft work order is ready to consume component inventory into WIP.

  • Documentation

    How to Record Physical Discrepancy

    Use this workflow when a physical inventory count does not match the system quantity and the inventory record should be corrected.

  • Documentation

    How to Record Sample/Giveaway

    Use this workflow to reduce inventory when material leaves stock as a sample or giveaway outside the normal sales order shipment process.

  • Documentation

    How to Record Scrap

    Use this workflow to reduce inventory because material has been scrapped outside a work order scrap workflow.

  • Documentation

    How to Schedule Cycle Count

    Use this workflow to generate cycle count schedules for a selected inventory category.

  • Blog

    Is PAX ERP Right for Your Small Manufacturing Business?

    PAX ERP is built for small manufacturers that need ERP, CRM, inventory, work orders, accounting, shipping, and lot traceability in one clean system. Learn when PAX is a strong fit, when it is not, and how to choose the right ERP.

  • Documentation

    Issue Materials Overview

    The Issue Materials screen is used to move component inventory from stock into a work order.

  • Blog

    Manufacturing Work Order Software for Small Manufacturers: What It Should Track

    Manufacturing work order software should track build instructions, inventory, labor, lots, costs, and finished goods. A well-designed system will make audits and traceability easy.

  • Documentation

    Open Orders by Part Number Overview

    The Open Orders by Part Number report shows open inventory demand by part, including on-hand quantity, available quantity, open order count, and open quantity.

  • Documentation

    Open Orders Overview

    The Open Orders screen is used to review active Sales Orders and continue order work such as editing, printing, invoicing previews, and non-inventory fulfillment.

  • Documentation

    Parts Overview

    The Parts screen lists active inventory part records and lets users review item setup, lot details, available quantities, pricing, vendor information, and purchasing setup.

  • Product

    PAX ERP for small manufacturers

    Inventory, purchasing, work orders, shipping, accounting and CRM in one system.

  • Documentation

    Receiving Overview

    Receiving is used to record inventory and purchase receipt quantities against issued Purchase Orders.

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