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157 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.