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This contains the list of all products / services that are contained in the inventory.

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The columns this list view contain are:

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This contains the list of the categories that inventory items can be grouped within.

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The columns this list view contain are:

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This contains the list of available price lists to be used when billing customers.

Inventory Print Lists SS.jpg

 


The columns this list view contain are:

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Note
titleImportant
Because suppliers often sell the same items at different prices, depending on region or negotiated price lists for certain customers, we support the concept of "Supply Sources". A supply source can be thought of as a supplier price list and thus a single physical supplier may have several supply sources (price lists) defined. Each division within ActionStep can be associated with one or more supply sources through which it can purchase inventory items.
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The columns this list view contain are:

  • ID – unique identification number assigned to each new supplier.
  • SOURCE NAME – the name assigned to the supplier for this division, which could be different from the name contained in the supplier contact record.
  • SUPPLIER PARTICIPANT – the contact name of the supplier.
  • AVAILABILITY – shows if this supplier is available for use.
  • CURRENCY – the currency for the inventory items pricing.

 


Info
titleNote
Supply Sources can only be edited by the division that created them. This is to prevent one division from accidentally changing the pricing in another division rather than creating a supply source of their own.

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This contains the list of currently defined Units of Measure for all inventory items.

Inventory Units of Measure SS.jpg

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This list view contains the following columns:

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