BlogSage 100Tips and TricksTraining

Sage 100 Video – Inventory Management Item View

By June 15, 2020October 19th, 2020No Comments

Your Sage 100 Inventory Management module gives you access to accurate and meaningful information on receipt of goods, movement of goods within or between locations, and the sale, removal, or other disposition of goods. Providing precise control and safeguarding of your inventory, Sage 100 Inventory Management will be the cornerstone of your manufacturing and distribution operations. Delve into the Item View in Inventory Management and learn how easily you can access detailed inventory information so you can make better business decisions with this helpful Sage 100cloud tutorial video by SWK SVP of STAT, Merilyn Van Zwieten:

Sage 100 – Inventory Management Item View transcript:

Welcome to SWK’s video series on Sage 100. This video is going to review the Item view under the Explore menu in Inventory Management.

Launching the task is going to display two grades: a primary up on top and a secondary on the bottom. The columns that are displayed are controlled by right-clicking, coming to column settings, and you could deselect the ones you’re not interested in seeing, and you can come to the Add button to add fields that are found in the item, product line, extended description and vendor file.

When we’re looking at the secondary grid, we’re seeing the item transactions for this particular item. Down at the bottom of our page, I’m seeing that I have 83 rows in my primary grid and 229 rows in my secondary grid. I’m seeing item transactions based on the selection made on my side panel. It’s defaulting to the item transactions, but I could also see the item quantities by warehousee and the sales order line items. So here I’m seeing all the sales orders that this appears on. Clicking on purchase order line items, I’m seeing each purchase order where this appears. And, lastly I can see which vendors this item has been purchased from.

Let’s come back to item transactions. If I double-click on this first line, it is now going to bring the secondary grid up to be the primary grid, and I have a different secondary grid. Within this I can do many things. I can create filters. And, let’s say I only want to see transactions from warehouse 000. I could come to filter builder, and let’s change the filter to say let’s remove the item here and, let’s say, we want to know the transaction type, and we only want to see what’s in sales orders now. You can see I have some filters. This little button has now appeared that allows me to go back-and-forth between the two different filter sets that I have. If I do another filter set, I would be able to go between all three or as many as you choose. The filter set only remains while I’m in this particular session. I’ve made some changes here, and I can choose to save it, and I’m just going to call it “test.” Now when I come back to this, my default is going to be “standard,” but I can alternately choose the “test.”

Let’s come back to our primary grid, and let’s see another option we have by choosing Tasks. If I click on Item Maintenance, I will be able to come into the standard Item Maintenance screen, make any changes that I need or any review that I need, and then once exiting out, I’m back to my grid. If I’ve made any changes, I would need to hit the refresh button to see those changes. I can also launch the task for an Inventory Transaction, Sales Order, Purchase Order, and Bill of Materials. If I make any changes on this, let’s say, I want to get rid of product line, and I’m not interested in seeing product line, I could simply just remove that by dragging it away.

I can also subtotal things by evaluation methods, and now I have a sort here by evaluation, and I actually have some options for subtotaling. Now in this case the only thing I could subtotal is perhaps Account. I’m going to right-click here, and you could see the options that I have. I can count. If they were numeric fields, I would actually be able to create subtotals.

Something else that’s important is, coming up to the File menu up here, I have some export options. I could send it to Access, Excel, Word. Another popular one is bringing it to a text file, meaning comma-delimited or tab-delimited. And, I can also send the page by email. If I select email, the primary grid is going to show in the body of my email, and this would bring up my Outlook. There’s so many things to try here in this particular view that I think it’s aptly named “Explorer.” There’s so many things thgat you want to try all of the different icons, all of the different menu items, to see how this could be a valuable tool for your company.

I hope this helps you get more out of Sage 100. Thanks for watching our video!

Stay Up on the Latest Sage 100 News with SWK Technologies

SWK delivers the latest news, updates, and tips & tricks for Sage 100 and Sage 100cloud users to help them capture the most value from their software. View any of our Sage 100 video resources to learn more about what your Sage ERP can actually do.Contact us if you have any questions on how to best use your Sage 100 or Sage 100cloud software.

Talk to the Sage 100 Support Experts

SWK Technologies, Inc.