Inventory Start-Up


Inventory Overview Information Guide -> Inventory Start-Up

There are two methods of capturing the inventory information at start-up.

  1. Import the inventory information, with all the supporting data files from spreadsheets as outlined in Data Import.
    Contact Texada Client Services for assistance.
  2. Manually enter the required data information in the following start-up sequence:

    In preparation for loading the inventory, three tables must be setup:
    Chart Of Accounts
    Divisions
    Vendor Information

    In order to enter Sales Inventory, load the files in the following sequence:
    Product Class Defaults
    Sales Product Classes
    Groups

    Sales Inventory - Add Sales Parts

    Suggested Sales List (optional)


    In order to enter Rental Inventory, load the files in the following sequence:
    Calendar
    Company Default Rates
    Product Class Defaults
    Rental Product Classes
    Groups
    Depreciation Methods
    Depreciation Classes
    Equipment Safety Notes (optional)

    Rental Inventory - Add Rental Products

    Product Kits (optional)
    Spare Parts List (optional)


    Inventory can also be entered using:
    Fast-Track Enter Inventory

Topic Keyword: IC0001
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