Mechanical Inventory Control Platinum overview
This module is identical to the inventory module but comes complete with mechanical
database with items used in the Air Conditioning, Mechanical, Plumbing and HVAC
industry. All items may be edited, descriptions, pricing, etc. Items in the database
may also be deleted, or you may add as many items to the database as you have need
for in your business.
Ideal for mechanical contractors, hvac contractors and plumbing contractors.
When used as a stand alone inventory module, no other software or modules are required.
To assist inventory management in making purchasing decisions, purchase costs may
be compared between vendors, including historical purchasing data which may be kept
on file as long as required for every purchase made, including costs for items purchased
and from which vendor.
The following is a summary describing some of the features of the AccountPro Mechanical Inventory software module.
Should you have further questions, please contact our office through one of the
available contact options.
- The AccountPro Mechanical Contractors Inventory Software
module may be used as a standalone module and optionally interfaced with the
Purchase Order ,
Invoicing,
Equipment Maintenance and
Job Costing modules.
- Transactions from the AccountPro
Invoicing module, if installed, automatically update inventory quantities and
do not need to be re-entered into the inventory module. User definable settings
allow the bypassing of fields not required in the Inventory
Control module, for example, entry of manufacturers catalogue
numbers.
- You may specify a warehouse, truck, job, equipment, or branch, allowing you to
track inventory when entering stock transactions, transfers between branches, trucks,
jobs, equipment and warehouses and in the
Invoicing module when entering orders.
Mechanical Inventory Control Detail Features
- Facilitates grouping of items by class to control:
- Inventory
- Cost of Sales
- Revenue
- Tax Rates
- Item Selection
- Report & List printing
- Display in pop-up windows
- Handles:
- Cycle Counting
- Loading of Inventory Quantities
- Stock Receipts
- Stock Issued
- Stock transfers to or from
Job Costing
- Physical Counts
- Automatic Inventory updating from the Invoicing/Order Entry module
- To assist in assessing the correctness of purchase costs as shown on a vendors
invoice when entering inventory stock receipts, a pop-up window is displayed for
the item, indicating Low, High,
Current, Last and Average Costs for the item.
- The item cost in the master database file may be updated manually, or automatically,
using a number of options available in the module.
- Options to update Item Costs from Inventory Control Stock Receipts postings.
- Update Methods:
- M = Manually
- A = Average
- L = Last Cost
- For imported items, a landed cost may be calculated based on a number of parameters,
such as, for example, currency, exchange rate, freight, brokerage fees, duty, etc.
Item Detail
- Item details (partial listing) consist of:
- Item ID of up to 20 alphanumeric characters
- Class ID to 8 alphanumeric characters
- Branch, Warehouse or Truck ID to 3 alphanumeric characters
- Description up to 45 characters.
- 7 levels of Unit Pricing to $999,999,999.999999
- Calculates and displays margins for each of the 7 selling levels
- Unit Measures from 0.00001 to 999,999.999999
- Unit weight to calculated estimated shipping weight
- Supplier Catalog number
- Lot numbers to 20 alphanumeric characters
- Serial numbers to 20 alphanumeric characters
- Vendor ID to 12 alphanumeric characters
- Cost
- Alternate Vendor ID
- Alternate Cost
- Manufacturer ID
- MRP - Manufacturer Suggested Resell Price
- UPC number
- Warehouse location or bin number
Assemblies
- The Assemblies option may be used to create assemblies or kits from any number
of products (components of the assembly or kit) from the master product database.
Entry of an assembly ID into the inventory module will automatically update inventory
with all of the components complete with component quantities as specified in the
assembly, times the number of assemblies ordered.
Reports & Lists
- Contractor mechanical inventory reports may be printed at any time and as often
as required and are not dependent on period or month end closings
- A list of items in the master file may be sorted in a number of ways before printing.
- The Suggested Re-Order Purchasing report shows current
inventory items which are below the user defined re-order level. It also shows sub-totals
of the Dollar value by Class, and total Dollar value required to purchase all items
suggested in the report.
- Inventory report lists:
- On Hand quantities
- Cycle Count Audit Report
- Minimum stocking quantities desired
- Maximum stocking quantities desired
- Replacement method (4 options)
- Physical count report assists in taking an inventory count, eliminating the physical
writing down of items and descriptions when doing a inventory count.
- Inventory may be printed by warehouse and shelve location for stock taking.
- Inventory Trial Balance report indicates Quantities and Dollar values with sub-totals
by class.
- Maintains a detailed audit trail of all transactions.
- Prints a picking list for stock issued.
- Prints a proof list of all transactions entered.
Statistics
- The mechanical Inventory software module tracks purchased cost indicating, Low, High,
Current, Last and Average
Costs per item.
Optional Modules and Interfacing with:
Invoicing module
- Postings from the optional
Invoicing module to the contractor mechanical inventory module will automatically
update inventory quantities subject to setting the appropriate Yes/No option in
the item master file on an item by item bases.
- Options to allow automatic updating of Item Costs in the Invoice module from Inventory
Control Stock Receipts postings.
- Update Method:
- M = Manually
- A = Average (LIFO)
- L = Last Cost
- Tracks Backorders from the
Invoicing Module.
- Supports posting to specified Inventory Branch ID from the
Invoicing module.
Job Costing module
- Postings from the mechanical contractors inventory software module to the optional
Job Costing
module will automatically update inventory quantities and
Job Costing when posted.
Equipment Maintenance module
Barcode modules
Import
- Using the optional
Import module, you can import customer, vendor and product lists from
ASCII or CSV files.
Inventory Control add-on module