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Table Procedures

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The Warehouse Inventory System uses the following tables to reference locations and stock item information in your inventory records:

Shipping Code Table

Identifies locations for delivering stock items from your main storage sites.

Stock Number Table

Sets and maintains pricing, ordering, and physical inventory levels.

Warehouse Code Table

Identifies locations for receiving and storing stock items.

Menu Path:  Warehouse Inventory > Reference Tables select a table option

Searching for and listing table records

  1. Select Warehouse Inventory > Reference Tables.

  2. Select a table option to display the table's page.

  3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button. For details on advanced searches, refer to Inventory Transactions Page.
    The records found in your search display in the List section.

Adding table records

  1. Select Warehouse Inventory > Reference Tables.

  2. Select a table option to display the table's page.

  3. Click Add New.

  4. In the Detail section, enter a unique code in the Code field, and then complete the remaining fields.

  5. To save the record, click OK.

    • If the Continuous checkbox is selected, you return to the detail section's Code field. To add another record, repeat Steps 4-5. When you finish adding records, click Back.

    • If the Continuous checkbox is not selected, you return to the Search section.

Updating table records

  1. Select Warehouse Inventory > Reference Tables.

  2. Select a table option to display the table's page.

  3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

  4. In the List section, select the record to update, and then click OK.

  5. In the Detail section, change the desired fields. You cannot change the Code field, since this field identifies the record.

  6. To save the record, click OK.

Deleting table records

  1. Select Warehouse Inventory > Reference Tables.

  2. Select a table option to display the table's page.

  3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

  4. In the List section, select the record to delete.

  5. Click Delete.

  6. In the Confirmation dialog, click Yes.

Printing table records

  1. Select Warehouse Inventory > Reference Tables.

  2. Select a table option to display the table's page.

  3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

  4. Click Print.

  5. In the Print window, specify how you want to generate the report, and then click OK.

Note
The Stock Number table displays an additional window when you click Print. For details, refer to Stock Number Table.

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