Help and Support

Help

• Transactions

  Transactions

• How to Create a New User

  To Create a New User…

  Click the ACCOUNT tab.

  Click the Users link.

  Click the [Add a New User] button above the upper left corner of the Userstable.

  Enter the user name*, password*, repeat (retype) password*, first name*, last name*, display as* (the person’s name as you want it displayed), and email address*.

  Click the [Save] button.

  (*required)

• How to Put a Custom Link in the Header of the Clearly Inventory App

  To Put a Custom Link in the Header of the Clearly Inventory App…

  1. Click the ACCOUNT tab.

  2. Click the Settings link.

  3. Click the [New] button inside the Custom Header Links table.

  4. Enter the label* (value), and link* (URL) for the Custom Header. The label and link can be changed later.

  5. Click the [Update] button.

  (*required)

• How to Change the Default Status of the “Auto Search” Feature

  To Change the Default Status of the “Auto Search” Feature…

  1. Click the ACCOUNT tab.

  2. Click the Settings link.

  3. Click in the box to the right of Auto Search and choose “On” or “Off”.

  4. Click the [Save] button.

• How to Specify Who Gets Stock Out Warnings via E-mail

  To Specify Who Gets Stock Out Warnings via E-mail…

  1. Click the ACCOUNT tab.

  2. Click the Settings link.

  3. Enter the recipients e-mail address in the box to the right of Email Warning Recipients (separate addresses with a comma (,) when entering multiple e-mail addresses).

  4.  Click the [Save] button.

• How to Set Your Time-Zone

  To Set Your Time-Zone…

  1. Click the ACCOUNT tab.

  2. Click the Settings link.

  3. Click in the box to the right of Time Zone to choose a time-zone.

  4. Click the [Save] button.

• How to Change Your Company Information

  To Change Your Company Information…

  1. Click the ACCOUNT tab.

  2. Click the Company link.

  3. Make the desired changes to company information.

  4.  Click the [Save] button.

• How to Upload (Remove) Many Transactions at Once

  To Upload (Remove) Many Transactions at Once...

  1. Click the TRANSACTIONS tab.

  2. Click the Upload link.

  3. Click in the Select box to the right of Choose File Type to Upload.

  4. Click on “Remove”.

  5. Click the [Browse] button above the upper left corner of the Transaction Upload table.

  6. Browse to the transaction file* and click the file.

  7. Click the [Open] button.

  8. Click the [Upload and Process Transactions] button.

  9. Upload results will appear in the Transaction Upload table.  A successful upload is one with “0 Failed Rows”.  An unsuccessful upload is one with “1 (or more) Failed Rows” and must be corrected before uploading again.

  10. Click the Errors link in the last column to the right of the batch in theTransaction Upload table.

  11. An explanation of the error(s) for each transaction is listed on the Transactions Error Detail page under the "Problem" column in the Failed Rows Transaction Upload table.

  12. Click the [Export to .CVS (Excel)] button above the upper right corner of the Failed Rows Transaction Upload table.

  13. Save the file to your network location and make the necessary changes to the file.

  14. Follow Steps 1–9 to upload the updated transaction file.

  (*required)  

• How to Upload (Move) Many Transactions at Once

  To Upload (Move) Many Transactions at Once...

  1. Click the TRANSACTIONS tab.

  2. Click the Upload link.

  3. Click in the Select box to the right of Choose File Type to Upload.

  4. Click on “Move”.

  5. Click the [Browse] button above the upper left corner of the Transaction Upload table.

  6. Browse to the transaction file* and click the file.

  7. Click the [Open] button.

  8. Click the Upload and Process Transactions button.

  9. Upload results will appear in the Transaction Upload table.  A successful upload is one with “0 Failed Rows”.  An unsuccessful upload is one with “1 (or more) Failed Rows” and must be corrected before uploading again.

  10. Click the Errors link in the last column to the right of the batch in theTransaction Upload table.

  11. An explanation of the error(s) for each transaction is listed on the Transactions Error Detail page under the "Problem" column in the Failed Rows Transaction Upload table.

  12. Click the [Export to .CVS (Excel)] button above the upper right corner of the Failed Rows Transaction Upload table.

  13. Save the file to your network location and make the necessary changes to the file.

  14. Follow Steps 1–9 to upload the updated transaction file.

  (*required)  

• How to Upload (Add) Many Transactions at Once

  To Upload (Add) Many Transactions at Once…

  1. Click the TRANSACTIONS tab.

  2. Click the Upload link.

  3. Click in the Select box to the right of Choose File Type to Upload.

  4. Click on “Add”.

  5. Click the [Browse] button above the upper left corner of the Transaction Upload table.

  6. Browse to the transaction file* and click the file.

  7. Click the [Open] button.

  8. Click the [Upload and Process Transactions] button.

  9. Upload results will appear in the Transaction Upload table.  A successful upload is one with “0 Failed Rows”.  An unsuccessful upload is one with “1 (or more) Failed Rows” and must be corrected before uploading again.

  10. Click the Errors link in the last column to the right of the batch in the table.

  11. An explanation of the error(s) for each transaction is listed on the Transactions Error Detail page under the "Problem" column in the Failed Rows Transaction Upload table.

  12. Click the [Export to .CVS (Excel)] button above the upper right corner of the Failed Rows Transaction Upload table.

  13. Save the file to your network location and make the necessary changes to the file.

  14. Follow Steps 1–9 to upload the updated transaction file.

  (*required)  

• How to Convert Items Stocked in One Unit of Measure to a Different Unit of Measure

  To Convert Items Stocked in One Unit of Measure to a Different Unit of Measure...

  1. Click the TRANSACTIONS tab.

  2. Enter the Item name* in the Search box in the upper left corner of the Items page, or type the first few characters of the Item name to pick from the drop down list.

  3. Click the Item name.

  4. To find a Location, click on the "Location" column heading once to sort ascending, and again to sort descending.

  5. Click the  [Convert] button under the "Action" column to the right of the Location in the Items table.

  6. Enter the quantity* in the “Convert” box, quantity* in the “To” box, and select a unit of measure* from the drop down list.  All other fields are optional, and can be edited later.

  7. Click the [Convert]” button.

  8. The converted quantity and date will appear under the "Last Change"column in the Items table. 

   (*required)

• How to Move Items from One Location to Another

  To Move Items from One Location to Another…

  1. Click the TRANSACTIONS tab.

  2. Enter the Item name* in the Search box in the upper left corner of the Items page, or type the first few characters of the Item name to pick from the drop down list.

  3. Click the Item name.

  4. To find a Location, click the "Location" column header once to sort ascending, and again to sort descending.

  5. Click the  [Move] button under the "Action" column to the right of the Location in the Items table.

  6. Enter the quantity* in the Move box, to location*, and contract #*.  All other fields are optional, and can be edited later.

  7. Click the [Move] button.

  8. The moved quantity and date will show under the "Last Change" column in the Items table. 

   (*required)

• How to Remove Items from a Location

  To Remove Items from a Location…

  1. Click the TRANSACTIONS tab.

  2. Enter the Item name* in the Search box in the upper left corner of the Items page, or type the first few characters of the Item name to pick from the drop down list.

  3. Click the Item name.

  4. To find a Location, click the "Location" column header once to sort ascending, and again to sort descending.

  5. Click the  [Subtract] button under the "Action" column to the right of the Location in the Items table.

  6. Enter the quantity* in the Remove box.  All other fields are optional, and can be edited later.

  7. Click the [Remove] button.

  8. The removed quantity and date will appear under the "Last Change"column in the Items table.

   (*required)

• How to Add Items to Locations

  To Add Items to Locations…

  1. Click the TRANSACTIONS tab.

  2. Enter the Item name* in the Search box above upper left corner of the Items page, or type the first few characters of the Item name to pick from the drop down list.

  3. Click the Item name.

  4. To find a Location, click the "Location" column header once to sort ascending, and again to sort descending.

  5. Click the  [Add] button under the "Action"column to the right of the Location in the Items table.

  6. Enter the quantity* in the Add box.  All other fields are optional, and can be edited later.

  7. Click the [Add] button.

  8. The added quantity and date will appear under the "Last Change" column in the Items table.  

   (*required)

• How to Associate Many Images with Many Items

  To Associate Many Images with Many Items…

  1. Click the TABLES tab.

  2. Click the Images link.

  3. Click the Bulk Image-to-Item Association link at the top of the Images page.

  4. Read thoroughly the “Import/Export Image Association” instructions.

  5. Click the [Export and Download Current Associated and Unassociated Images] button to export and save a copy of the Image/Item Associations.

  6. Review and make changes as needed to the current image-to-time associations file.

  7. Click the Click to confirm you have read the above statements* link at the bottom of the Import/Export Image Associations statement.

  8. Click the [Browse] button.

  9. Browse to the image-to-items association file* and click the file.

  10. Click the [Open] button.

  11. Click the [Upload and Associate Images to Items] button.

  12. The message “Batch has processed successfully.”* appears in a green box above the Upload Results table at the end of the Import/Export Image Associations page.  

  (*required)

• How to Associate a Few Images with Individual Items

  To Associate a Few Images with Individual Items…

  1. Click the TABLES tab.

  2. Click the Images link.

  3. Click the Relate to Items link at the top of the Images page.

  4. Click inside the small box at bottom left of an Image* in the Images table to check mark for relating to an Item.

  5. Click inside the small box in the last column to the right of the Item* in theItems table to check mark for relating to an Image.

  6. Click the [Relate Image to Items] button above the Items table. 

  7. The message “1 Image(s) are now Related to 1 Items”* appears in a green box below the [Related Image to Items] button.

  (*required)

• How to Upload Many Images

  To Upload Many Images…

  1. Click the [TABLES] tab.

  2. Click the Images link.

  3. Click the Multi-Image (Batch) Upload link at the top of the Images page.

  4. Click the [Select Files] button. 

  5. Browse to the image files*.  Press and hold the “Ctrl” key and click on the image files.  The image can be deleted, removed and managed later.

  6. Click the [Open] button.

  7. Click the [Upload] button.

  (*required)

• How to Upload One Image

  To Upload One Image…

  1. Click the TABLES tab.

  2. Click the Images link.

  3. Click the Single Image Upload link at the top of the Images page.

  4. Click the [Browse] button above the upper left corner of the Images table. 

  5. Click on the image file*.

  6. Click the [Open] button.  All other fields are optional, and can be edited later.  The image can be deleted, removed and managed later.

  7. Click the [Upload] button.

  (*required)

• How to Delete a Vendor

  To Delete a Vendor…

  1. Click the TABLES tab.

  2. Click the Vendors link.

  3. Click the [Delete] button in the last column to the right of the Vendor in theVendors table.

• How to Delete a Bill of Material

  To Delete a Bill of Material…

  1. Click the TABLES tab.

  2. Click the Bill of Material link.

  3. Click the Details link in the last column to the right of the Item in the Bill of Material table.

  4. Click the [Delete] button in the last column to the right of the Item in theMaterials Required table.

• How to Delete an Item Group

  To Delete an Item Group…

  1. Click the TABLES tab.

  2. Click the Item Group link.

  3. Click the [Edit] button in the last column to the right of the Item Group File Name in the Files table.

• How to Delete a File

  To Delete a File…

  1. Click the TABLES tab.

  2. Click the Files link.

  3. Click the [Delete] button in the last column to the right of the File Name in the Files table.

• How to Delete an Image

  To Delete an Image…

  1. Click the TABLES tab.

  2. Click the Images link.

  3. Click inside the small box at bottom left of an Image in the Images table to check mark for deletion.  Or, click inside the small box left of “Select Images” in the Images table to check mark all Images for deletion.

  4. Click [Delete Selected Images] button.

• How to Delete a Category

  To Delete a Category…

  1. Click the TABLES tab.

  2. Click the Categories link.

  3. Click the [Delete] button in the last column to the right of the Category in theCategories table.

• How to Delete a Unit of Measure

  To Delete a Unit of Measure…

  1. Click the TABLES tab.

  2. Click the Units of Measure link.

  3. Click the Edit button in the last column to the right of the Unit of Measure in the Units of Measure table.

  4. Click the [Delete] button.

• How to Delete a Location

  To Delete a Location…

  1. Click the TABLES tab.

  2. Click the Locations link.

  3. Click the [Edit] button in the last column to the right of the Location in theLocations table.

  4. Click the [Delete] button.

• How to Edit a Vendor

  To Edit a Vendor…

  1. Click the TABLES tab.

  2. Click the Vendors link.

  3. Click the [Edit] button in the last column to the right of the Vendor in theVendor table.

  4. Make changes to the field(s). 

  5. Click the [Update] button.

• How to Edit a Bill of Material

  To Edit a Bill of Material…

  1. Click the TABLES tab.

  2. Click the Bill of Material link.

  3. Click the Details link in the last column to the right of the Item in the Bill of Material table.

  4. Click the Edit link to the right of Notes under Bill of Materials to edit the Notes.

  5. Click the [Edit] button in the last column to the right of the Item in theMaterials Required table to edit the Item.

  6. Make changes to quantity and/or unit of mearsure.  Item, description, and location cannot be changed.

  7. Click the [Update] button.

• How to Edit an Item Group

  To Edit an Item Group...

  1. Click the TABLES tab.

  2. Click the Item Group link.

  3. Click the [Edit] button in the last column to the right of the Item Group in theItem Group table.

  4. Make changes to the field. 

  5. Click the [Update] button.

• How to Add a Unique Tag to Many Existing Items

  To Add a Unique Tag to Many Existing Items at Once…

  1. Click the ACCOUNT tab.

  2. Click the Uploads link.

  3. Click the Items link.

  4. Click the [Export to .CSV (Excel)] button above the top middle of theItems table.

  5. Save the file to your network location.

  6. For Items with a Unique Tag value of “0”, change it to “1” and save the changes.

  7. Repeat steps 1 – 3.

  8. Click the [Browse] button above the upper left corner of the Item s table.

  9. Browse to the items file* and click the file.

  10. Click the [Open] button.

  11. Click the [Upload] button.

  (*required)

• How to Add a Unique Tag to a Few Existing Items

  To Add a Unique Tag to a Few Existing Items at a Time…

  1. Click the TABLES tab.

  2. Click the Items link.

  3. Enter the full or partial Item name* in the search box under the"Item"column in the Items table.  Or, page through the list to find the Item. 

  4. Click the Details link corresponding to the Item to edit in the Items table.

  5. Click the [Edit] button above the upper left corner of the Item Number.

  6. Click inside the small box to the right of “Uses Packing Slip #” to check mark.

  7. Click the [Save] button.

  (*required)

• How to Edit an Image

  To Edit an Image…

  1. There currently is no Help topic for “To Edit an Image”.  Please see How to Create a New Image, How to Delete an Image, and Images – How to Upload and Associate Images.

• How to Edit a Category

  To Edit a Category…

  1. Click the TABLES tab.

  2. Click the Categories link.

  3. Click the [Edit] button in the last column to the right of the Category in theCategories table.

  4. Make changes to the field. 

  5. Click the [Update] button.

• How to Edit a Unit of Measure

  To Edit a Unit of Measure…

  1. Click the TABLES tab.

  2. Click the Units of Measure link.

  3. Click the [Edit] button in the last column to the right of the Unit of Measure in the Units of Measure table.

  4. Make changes to the field. 

  5. Click the [Update] button.

• How to Edit a Zone

  To Edit a Zone…

  1. Click the TABLES tab.

  2. Click the Zones link.

  3. Click the [Edit] button in the last column to the right of the Zone in theZones table.

  4. Make change to the field. 

  5. Click the [Update] button.

• How to Edit a Location

  To Edit a Location…

  1. Click the TABLES tab.

  2. Click the Locations link.

  3. Click the [Edit] button in the last column to the right of the Location in theLocations table.

  4. Make changes to desired fields.   

  5. Click the [Save] button.

• How to Edit an Item

  To Edit an Item…

  1. Click the TABLES tab.

  2. Click the Items link.

  3. Click the Details link corresponding to the Item to edit in the Items table.

  4. Click the [Edit] button above the upper left corner of the Item Number.

  5. Make changes to the desired fields.  The item number cannot be changed.

  6. Click the [Save] button.

• How to Create a New Vendor

  To Create a New Vendor…

  1. Click the TABLES tab.

  2. Click the Vendors link.

  3. Click the [New] button above the upper left corner of the Vendors table.

  4. Enter a vendor*.   All other fields are optional, and can be edited later.  The vendor can be changed later.

  5. Click the [Update] button.

  (*required)       

• How to Create a New Bill of Material

  To Create a New Bill of Material…

  1. Click the TABLES tab.

  2. Click the Bill of Material link.

  3. Click the [New] button above the upper left corner of the Bill of Materialtable.

  4. Enter an item number*, quantity*, and unit of measure*.   All other fields are optional, and can be edited later.  The bill of material can be changed later.

  5. Click the [Create] button.

  (*required)

• How to Create a New Item Group

  To Create a New Item Group…

  1. Click the TABLES tab.

  2. Click the Item Group link.

  3. Click the [New] button above the upper left corner of the Item Group table.

  4. Enter an item group*.   The item group can be changed later.

  5. Click the [Update] button.

  (*required)

• How to Create a New File

  To Create a New File…

  1. Click the TABLES tab.

  2. Click the Files link.

  3. Click the [Browse] button above the upper middle of the File Upload table.

  4. Click on the file*.

  5. Click the [Open] button.   All other fields are optional, and cannot be edited later.  The file can be deleted later.

  6. Click the [Upload File] button.

  (*required)

• How to Create a New Image

  To Create a New Image…

  1. Click the TABLES tab.

  2. Click the Images link.

  3. Click the Single Image Upload link at the top of the Images page.

  4. Click the [Browse] button above the upper left corner of the Images table. 

  5. Click on the image file*.

  6. Click the [Open] button.  All other fields are optional, and can be edited later.  The image can be deleted, removed and managed later.

  7. Click the [Upload] button.

  (*required)

• How to Create a New Category

  To Create a New Category…

  1. Click the TABLES tab.

  2. Click the Categories link.

  3. Click the [New] button above the upper right corner of the Categories table.

  4. Enter a category*.  The category can be changed later.

  5. Click the [Add New] button.

  (*required)

• How to Create a New Unit of Measure

  To Create a New Unit of Measure…

  1. Click the TABLES tab.

  2. Click the Units of Measure link.

  3. Click the [New] button above the upper left corner of the Units of Measuretable.

  4. Enter a unit of measure*.   The unit of measure can be changed later.

  5. Click the [Update] button.

  (*required)

• How to Create a New Zone

  To Create a New Zone…

  1. Click the TABLES tab.

  2. Click the Zones link.

  3. Click the [New] button above the upper left corner of the Zones table.

  4. Enter a zone.  The zone can be changed later.

   5. Click the [Update] button.

• How to Create a New Location

  To Create a New Location…

  1. Click the TABLES tab.

  2. Click the Locations link.

  3. Click the [New] button above the upper left corner of the Locations table.

  4. Enter a location*.  All other fields are optional, and can be edited later.  The location can be changed later.

  5. Click the [Save] button.

  (*required)

• How to Create a New Item

  To Create a New Item...

  1. Click the TABLES tab.

  2. Click the Items link.

  3. Click the [New] button above the upper left corner of the Items table.

  4. Enter an item number*, description, unit of measure* (this is the default unit of measure), and an item group* (select ‘Not Set’ if you don’t use item groups).  All other fields are optional, and can be edited later.  The item number cannot be changed.

  5. Click the [Save] button.

  (*required)

• Performing Inventory Transactions "by Item"

  One of the most popular methods of performing inventory transactions is through the "Transactions by Item" page in the TRANSACTIONS tab. Below is a sample image of part of this page. 

  

  Here's an explanation of what some of the buttons and sections on this page mean.

  These rows are called 'records'.  If there is any stock for a given item, it will appear in an inventory record.  An inventory record is a unique combination of a "unit of measure", "location", and where applicable, a "serial number".  This page will always show all of the unique records for an item.  In the example above, the item has two inventory records; Four "cases" in the location "On Order" (i.e. the items have been ordered), and 359 "ea." in location "Whse A, Row 3, Rack 45, Shelf 4".

  When performing transactions, you first look to see if there is an existing record that can be adjusted.  For example, let's say the company purchased 200 ea. and wants to put them in the location "On Order".  Looking at the records already in existence you can see that there are 4 "cases" on order, but no "ea."

  Note: If an inventory record does not exist for an item, then you can't "remove", "move", or "convert", quantities of that item until a record is created.  This is why the "add" function is the only one that appears above the records.

   In order to add the ea. to the location "On Order" the user would click the Green 'add' button above the records.  This will allow the user to create a new inventory record with the new 'ea.' unit of measure.

   But let's say that instead the user wanted to add 100 ea. to the location "Whse A, Row 3, Rack 45, Shelf 4".  Since we already have an inventory record for this unit of measure, and this location, we can just click the "add" button within the record.

   And if the company sold 100 ea. from location "Whse A, Row 3, Rack 45, Shelf 4" likewise, the user would just click the "remove" button in that same record.

   The same goes for moving an item.  If the user wanted to "move" an item from "Whse A, Row 3, Rack 45, Shelf 4" to any other location, the user would click the "move" button.

   Finally if the user wanted to take 24 "ea." from "Whse A, Row 3, Rack 45, Shelf 4" and "convert" them into one "case", the user would click the "convert" button in the appropriate inventory record.

  For a little more detail on the function and meaning of the "transaction buttons" please see this post.

  
  

• The Transaction Buttons Explained

  There are four principal types of transactions you can perform on your inventory items, and within Clearly Inventory, they are represented by the following buttons.

     

  Here is what they mean, and how they function.

   This is the "add" button.  You click this when you want increase the quantity of an item.  Most of the time this will happen when an item is purchased, or when you begin tracking it for the first time.  For instance, a company purchases 100 widgets.  When the order is placed, the user clicks the "add" button and puts a quantity of 100 ea. into the location "On Order".

   This is the "remove" button.  You click this when you want to decrease the quantity of an item.  Most of the time this will happen when an item is sold, consumed, or scrapped.  For instance, a company sells 100 widgets.  When the sale is made, the user clicks the "remove" button, and removes 100 ea. from inventory. 

   This is the "move" button.  You click this when you want to move items from one location to another.  For instance, a company receives 100 widgets that were in the location "On Order".  When the order is received, the company moves those items from "On Order" to "Shipping and Receiving" or whatever other location it desires.  The "move" button eliminates the need to 'remove' a quantity of items from one location, and then having to 'add' them to another.  With the "move" button, this can be done in one click.

   This is the "convert" button.  You click this when you want to convert an item from one unit of measure to a different unit of measure.  For example, you receive a four "cases" of widgets, and each case contains 144 pcs. of widgets.  If you want to 'convert' one case into 144 pcs. you click the "convert" button, and follow the system prompts.  This eliminates the need to 'remove' one case, and then 'add' 144 pcs.  With the "convert" button, this can be done in one click.

• Real Frequently Asked Questions (RFAQ) about Clearly Inventory

  Actual questions from customers, and our answers. 
  
  

  --- 
  
   

  Q. How many item numbers can be recorded? 
  
  A. In theory, it’s only limited by the plan you select.  We set an arbitrary limit for the Enterprise Plan at 100,000 sku’s, but the limit is well beyond that. - Feb 8, 2011 
  
  

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  Q. How many of each item can we carry? 
  
  A. Unlimited. - Feb 8, 2011 
  
  

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  Q. How many vendors for each item can we record? 
  
  

  A. Clearly Inventory can associate an unlimited number of vendors with an item. However, we only allow five “ranking” levels for preferences (you can have multiple vendors at the same level of preference). - Feb 8, 2011 
  
  

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  Q. Can we keep alternate part numbers within the item record? 
  
  

  A. This is usually done at the ‘item detail’ level with a ‘custom item field’.  The alternate part number can be easily searched and filtered for, but it will not be used as the ‘lookup number’ when performing actions or in report or table views.  Some accounts include this type of information in the description also.  It really depends on what your needs are. - Feb 8, 2011 
  
  

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  Q. Can we record equipment (model #s, names, etc) that the item will fit? 
  
  

  A. There are also several ways to do this.  The ‘cleanest’ is to set-up bills of materials for the items and their ‘top’ or ‘sub’ assemblies.  You can then use the “used for” and “used on” BOM reports in the Explore tab to view these associations. - Feb 8, 2011 
  
  

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  Q. How many warehouses can be kept? 
  
  

  A. The only limits are the number of locations for a given plan.  We don’t distinguish among location types.  And there is no limit on ‘zones’ (location groups) which is how some companies configure multiple warehouses.  There are several ways to ‘nest’ locations, and we should discuss these when you configure your account. - Feb 8, 2011 
  
  

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  Q. How many locations within a warehouse can be kept? 
  
  

  A. See answer above.  - Feb 8, 2011 
  
  

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  Q. Can minimums and maximums be established? 
  
  

  A. Re-order points set a minimum at or below which a re-stock e-mail is sent, and the item is placed on the re-order report.  You can also establish a ‘target level’ which specifies the desired stock level for the item.  There is no ability to set a point beyond which a similar warning is sent (i.e. an ‘overstock’ warning). - Feb 8, 2011 
  
  

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  Q. Do you have any photos of a squirrel with acorns? 
  
  

  A. You mean like this one? - Feb 8, 2011

  
  
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  Q. Can re-order points be established? 
  
  

  A. Yes.  You can set ‘system wide’ and ‘location based’ re-order points. - Feb 8, 2011 
  
  

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  Q. What type of history is kept for each item? 
  
  

  A. All transactions involving an item are kept in history for the life of the account.  We do not maintain a ‘change history’ for an item’s details.  Not exactly sure what you’re after here. - Feb 8, 2011 
  
  

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  Q. How long is history kept? 
  
  

  A. Transaction history is kept from the first transaction for the life of the account.  We do not archive or delete transaction history. 
  
  

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  Q. Can items be imported to this system from csv or similar file? 
  
  

  A. Yes. - Feb 8, 2011 
  
  

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  Q. Can items be exported from this system to csv or similar file? 
  
  

  A. Yes. - Feb 8, 2011 
  
  

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  Q. How long is typical setup time? 
  
  

  A. Every account is different.  If your data is in the format required for our uploads, and you know your business processes, the act of configuring the account and loading all the data only takes 15 to 20 minutes.  If you have more than 2,500 items it will take an addition 10 minutes per item table (i.e. you can only load 2,500 items at one time)  The most time consuming part of setup will be getting your data in shape, and determining your workflow, business process, user accounts (if necessary), and making sure the on-site elements are all in place. - Feb 8, 2011 
  
  

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  Q. How much customization is available or necessary? 
  
  

  A. It depends on your needs.  Some accounts don’t do any customization.  The primary areas of customization are: the application appearance, company settings, custom item fields (i.e. data points that apply to items), custom transaction fields (i.e. data points that apply to transactions), and site terms. - Feb 8, 2011 
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  Q. How many data fields are there, and does every field have to be used? 
  
  

  A. You can have up to 20 custom item fields, and there is no limit on the number of custom transaction fields (although practically we seldom see more than 5 or so.  You do not have to use every field (not sure I understand that part of the question).  - Feb 8, 2011 
  
  

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  Q. Can different users be setup with different types of access? 
  
  

  A. Yes. The user access and configuration is scheduled for a major update in a couple of weeks, but the gist is that you can set permissions at a very granular level.  (you can do this now, but we’re making it even more robust) - Feb 8, 2011
  
  

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  Q. Would the system clearly show/report current stock levels - how?

  A. Yes.  If you go to the EXPLORE tab, and click on the "Current
  Inventory Detail" report, you will see a table of your entire
  inventory.  This table is searchable/sortable/filterable and
  exportable to excel or other spreadsheet programs. -May 24, 2011
  
  

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  Q. Would the system show out of stock products - how?

  A. Yes.  There are two different stock out settings, global, for when an
  item reaches its re-order threshold for all locations, and location
  based, for when an item drops below the re-order threshold for an
  individual location.  When stock-outs (or re-order levels) occur, you
  are sent an e-mail, and the items appear on various re-order reports. -May 24, 2011

   

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  Q. Can a reorder point be set (eg. when stock reaches 3 it will alert us to reorder)

  A. Yes.  We refer to this as a re-order qty, you can also specify a 'target qty' which tells users how much to re-stock when the stock level triggers a re-order. -May 24, 2011
  
  

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  Q. Can fields be added to the database? (eg we would like to add afield to show where an item has been sold)

  A. Yes.  You can create two main types of custom fields, transaction fields (which contain information that relates to the adding, removing, moving, or converting of stock) and item fields (which contain information that relates to an item regardless of transactions).  To create custom transaction fields, go to the ACCOUNT tab and click the "Customize" link, then click the "Transaction Fields" link.  You can create data fields for each type of transaction.  Don't forget to click the "include" box so that the fields will appear. -May 24, 2011

• How to Delete Locations

  To delete a location,

  1 - click on the TABLES tab, and the Locations link. This will take you to theLocations table.

  2 -If you have a long list of locations, click the show filter row link, and enter the location name into the filter field of the "location" column.

  3 - Once you have located the location you would like to delete, click the [edit]button in the far right column.

  4 - Now, click the [delete] button.  If the location does not contain any inventory, this is the end of the story, and the location will be deleted.

  However, if the location currently has inventory - you'll get a warning that you can't delete it.  What now?

  Click on the EXPLORE tab, and then click the Current Inventory - Summary table.  Immeditately under the "Location" column, you'll see the yellow filter field.  Enter the location name and find which items are currently in stock in that location.

  Move any items in inventory at that location to another location until the location you want to delete no longer contains any stock.

  Now repeat steps 1 - 4.

• How to Delete Items from Inventory

  In order to completely remove an item from the system you must first make sure that there are NO inventory records remaining for that item (i.e. the item shows “out of stock”).

  1. Go to the TRANSACTIONS tab and search for the item you want to delete.

  

  If there is any stock for the item, remove it by using the “-” button.  Once the item is removed, you may still see a record for a “0″ amount.

  2. If necessary, click the clear link under the 0 to clear the record completely.

  Now the item is completely out of stock.

  3. Go to the TABLES tab, and click the items link.

  4. On the items table, click “show filter row” and search for the item you want to delete.  When you find that record, click the details link in the right hand column.

  5. On the item detail page, click the [edit] button.  You should see the option to delete the item.  Click the [delete]button and confirm, and the item should be gone.