Page 357 - Training 2019

INVENTORY NAVIGATION MENU
CRM has a wide variety of inventory related functions which will be dealt with below. Similarly, as with previous sections
dealt with, all grids and other layouts work in the same manner along with rules regarding making changes to the relevant
information. Let’s start by clicking on the Inventory items navigation button.

You should see the following screen:

TOP AREA OF THE PAGE:
The top area of the page provides the basic inventory item information, such as:
- Item code;
- Item description;
- Item category;
- Units of measure, etc.
This is the default information and should not be altered at all – any changes that are required should be sent to the Group
FM for approval.

ITEM STORE DETAILS:
This tab shows information on the particular item as follows:
- Last invoice date – this is the date that the product was last invoiced to a customer;
- Last purchase date – this is the date that the product was last purchased by the Branch (either from HQ or a local
supplier);
- Last purchase cost – this shows the last unit cost for the particular product;
- Average item cost – this shows the average cost per unit (may vary significantly where there have been substantial
price differences between stock on hand and new stock brought in).

PRICING:
This tab shows the suggested price (which is updated by Admin once new products arrive – i.e. price adjustment schedule
which is emailed to all admin and TSC’s when new goods arrive), as well as the relevant GP and GP%.

REORDER, SUPPLIER PRICING, SERIAL NO(S) AND EXTRA NOTES:
These tabs are currently not currently in use – further guidance will be provided should this change in the future.

CRM TRAINING MANUAL 22

Updated - 08 October 2018