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Inventory

The Inventory module takes the guesswork out of reordering, maintaining and costing your inventory. You can view running totals of your inventory at any time; see what's being used and what's sitting on the shelf.

Inventory is fully integrated with the other accounting modules so that inventory records are updated automatically when the PO is issued, materials are received and then disbursed to customers, jobs, other inventories or into assemblies. This easy-to-use system even tracks breaking down an assembly back into its components items. CDCI's "smart-fill" feature help fill in the blanks during entry, saving time and insuring accuracy.

Key Inventory Control Features:
  • System alerts you at specified re-order points
  • Produces a picking ticket
  • Inventory cost can be assigned using Average, LIFO or FIFO methods
  • Inventory items can be designated as taxable versus non-taxable
  • Items can be labeled as stock, one-time order or part of an assembly
  • Maintains item history of order dates and quantities
  • Item detail includes:
    • Standard, reorder and on-order quantities with lead time in days
    • Last order date
    • Average cost
    • Average weight per unit
    • Vendor
    • Location
    • Last physical count
    • Complete order history
  • Assemblies can be constructed with inventoried items. If necessary, assemblies can be parted out to component items and re-inventoried
  • Inventory can be moved as follows:
    • Inventory to project
    • Project to inventory
    • Project to project
    • Build an assembly
    • Part out from an assembly
    • Item to like item
    • Adjustment to physical inventory
  • Negative inventory levels allowed
  • Invoice to bill for inventory bought directly by the customer is smart-filled with all item details and up tthree discount levels for each customer
  • Pline item detail created automatically from inventory item detail
  • Inventory on-hand level reflects any depletion for work orders
  • Materials for Service billing can be pulled from inventory
  • Original Pitem detail available at invoicing
  • Works with the Equipment module drawing parts for services from the Inventory list
  • General Ledger and Job Cost postings are created automatically

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