General setup > Inventory > Inventory templates > Select inventory template
| Fields & buttons | Description |
|---|---|
| ID | Displays the inventory template ID. |
| Description | Displays the inventory template description. |
| All stores check box | Select this check box to apply the selected inventory template to all stores. |
| Store | The store that the selected inventory template applies to. |
Create a filter for the template that will be used to populate the worksheet automatically.
Search filtering:
Note: The item must have a Unit and a Default vendor to be added to the inventory template
| Fields & buttons | Description |
|---|---|
| Description |
Select a filter type for each search filter line:
|
| Begins with | This filed is only visible for types that allow free text search. |
| Search field | Enter the search criteria. For description and bar code you can enter a free text but for all the other types you select one group, vendor or such. |
|
If there are more than one line press this button to delete a search criteria. |
|
Press this button to add search criterias |
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The following actions are available from a drop down menu when this button is pressed.
|
Search |
Press this button or hit enter button on keyboard to search for an item with the filters set. |
| Filter |
|
| Filter result preview | Shows the result of the filter so that the user can see how the filter is working while creating it. This result is a cross section between the different filters, i.e. the items need to fulfill all filter conditions |
| Item ID | Displays item ID. |
| Description | Displays item description. |
| Unit | Displays item unit. |
| Retail group | Displays retail group that the item is in. |
| Retail department | Displays retail department that the item is in. |
| Vendor | Displays vendor connected to the item. |
This tab allows you to create default entry settings for the template.
| Fields & buttons | Description |
|---|---|
| Unit |
The value for the selected template. Select one of the following units:
|
| Change vendor in line | Controls if the user can change the vendor of each line in the worksheet. |
| Change unit in line | Controls if the user can change the unit of each line in the worksheet. |
| Calculate suggested quantity | If true, then when each line is added to the worksheet the suggested quantity will be calculated and displayed. |
| Set quantity to suggested quantity | If true, then the quantity column should automatically get the same value as the suggested quantity column gets. |
| Display reorder point | A column should be displayed in the worksheet with the reorder point information. |
| Display maximum inventory | A column should be displayed in the worksheet with the max inventory information. |
| Display barcode | The barcode column should be displayed in the worksheet. |
| Last updated: | 12th May 2013 |
| Version: | LS One 2013.1 |