Inventory Start-Up
Inventory Overview Information Guide -> Inventory
Start-Up
There are two methods of capturing the inventory information at
start-up.
- Import the inventory information, with all the supporting data
files from spreadsheets as outlined in Data
Import.
Contact Texada Client Services for assistance.
-
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