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Showing articles from INVENTORY tag

Creating the Inventory import template

To create the Inventory import file from the provided iinven.xls file, do the following steps. 1. Open the IINVEN.XLS file and the file you intend to copy from.  Make sure you do not delete or change the name of any of the columns in the IINVEN.XLS file. 2.  Copy from the excel sheet you are copying from, and p…

Importing the Inventory excel file (IINVEN.XLS) into Vision

In order import the inventory excel file into vision, you must first have filled in the iinven.xls template that was provided to you.  Once that is finished, do the following steps. NOTE:  All users must be out of vision. 1.  Copy the IINVEN.XLS file into the Vision Folder. 2.  At the main menu of Vision, pr…

Federal excise tax setup & reporting

Overview of how the system handles Federal Excise Tax for the user how has to pay it to vendors, collect it from customers and pay it to the government In the Chart of Accounts a General Ledger Account Number is setup for Federal Excise Tax as a short term Liability account.  Federal Excise Tax is recognized in the I…

Setting up self managed inventory

Self Managed Inventory Some companies resort to VMI solutions (Vendor Managed Inventory) to keep their shelves stocked and inventory costs down; instead of having a vendor manage your inventory you can setup your inventory to SELF manage using the key fields for Reorder and the Purchase Order system to your advant…

Inventory fields

INVENTORY FIELDS (Stk-T #1) Once an understanding of the Line Code and part number format has been established the next fields available for Inventory items are all important, some fields will work together to create automated ordering or more concise reporting tools, none of the fields are required but each one i…

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