Finished Goods Topic Summary – Volume 1

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Inventory

• Inventory Master Keyword Search
• Calculate and Update the ABC Code
• Assign Serial Numbers by Scanning at Job Close
• Create Inventory Items During Sales Order Entry
• Multimedia in the Inventory Master
• Flexible Cost Details on the Inventory Activity Query
• Auto Assign Inventory Numbers
• Using Reason Codes for Inventory Adjustments
• How to Save a Range in the Inventory Activity Query
• The Direct Expense Cost Method – Track Quantities not Costs
• Minimums and Multiples for Selling Unit of Measure

Planning and Production

• IOS 101 – Material Planning and Suggested Orders
• The BOM Query – The “Where Used’ for Items and Phantoms
• Track Time and Materials to an Order Job
• Control Resource Assignment on Process Plans
• Manage Phase In/Out of Materials using BOM Effectivity Dates
• How to Re-Open a Closed or Cancelled Job
• How to Reassign Material to a Different Sequence
• Convert a Job to Requisition to Buy
• Allocate Overhead by Material Costs
• Convert Suggested Requisitions to Purchase Orders
• Add Notes to Labor Transactions
• Capture Reject Costs Mid Stream
• How to Flag Suggested Requisitions As Reviewed

Procure to Pay

• Receipts without Purchase orders
• Report Spotlight – Vendor Item Master Listing
• Quick Filters on the Receiving Query
• Track Changes to Vendor Promise Dates with the Promise Date Log
• Import a Vendor Price List
• How to Record In Transit Receipts
• How to Record a Vendor Deposit
• How to Use an Alternate Payment Vendor

Order to Cash

• Create Sales Order Kit at Quote Win Stage
• View Changes to a Customer’s Credit Limit
• Invoice Billable Only Lines – No Shipment? No Problem!
• How to Create a Price Book
• Import a Price Book
• Automate Selection of Shipping Labels
• Take Control of Shipment Sources
• Additional Dates for Sales Orders and Quotes
• How to Consolidate a Bill of Lading
• The Invoice Payment Customer
• Track Reasons for Debit Memos

Sys Admin and Navigation

• The INDUSTRIOS Action Center
• Export Employee Data to Excel
• Expanded Linking of Appointments, Documents and Activities
• Control Viewing of Documents with the Document Type
• Spring Clean Your User Inbox
• How to Create a Diagram Dashboard  
• User Parameter Sets on Wizards
• How to Create and Manage My Favorites
• How to Test Email Settings for IOS Users
• How to add a User Title and Signature to Custom Reports
• The Activity Log