Items For Sale
SeedCodeComplete2.ItemsForSale History
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-> Invoices here are not locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped. You may want to add locking and rules surrounding this as you modify Complete.
to:
-> Invoices here are not locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped. And, we do not adjust inventory when invoice lines are deleted or when invoices are deleted. You may want to add locking and rules surrounding this as you modify Complete.
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(:include BillingAppointments:)
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(:include BillingAppointments:)
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-> Invoices here are not currently locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped.
to:
-> Invoices here are not locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped. You may want to add locking and rules surrounding this as you modify Complete.
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-> Inventory control happens when items are invoiced not when they are bid.
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New items are created on the "Items" tab on the Settings layout. You can create items for physical things, like products you sell, or for intangible things like services you offer.
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Begin by adding a Quantity on Hand for each of the items you'd like to inventory: and check "track qty on hand" for these items. Also enter a re-order quantity: when inventory falls below this level, item quantities will turn orange on this Settings screen and on invoices containing this item.
Once this is set up, invoices containing an item for which "track qty on hand" is turned on will display an "update inventory" button. As inventories items are added to the invoice, we lookup the current qty on hand. After "update inventory" is clicked, we write the new qty on hand into the item's record on the settings screen and pull the new qty on hand down into the invoice line item: this way we never debit the same invoice line from inventory twice.
Changed to the items' quantity on hand are transactional, so if the item is being edited by another user, or another order's "update" script, the changes are reverted and users told to try updating again in a moment.
One advantage of this set up is that the qty on hand in the items record is indexed, so it doesn't matter how many items you have, nor how many invoices you have: the system stays fast.
'''Caveats'''
This is a solid, but simple way to track inventory levels. There are a few things you may want to change or extend to make this into a more sophisticated inventory system:
-> Invoices here are not currently locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped.
-> We don't have any provision for adding new quantities into inventory, other than manually adjusting the quantity on hand. You may want to create a table of in-bound inventory transactions to record purchasing new quantities of inventory: then write script to have those ''add to'' inventory much as the scripts here debit from inventory.
-> While we highlight in orange items that have fallen below their re-order level, our scripts do not prevent users from going below the re-order level, nor do they prevent users from ordering more than the qty currently on hand. Accordingly, there is no routine here for backordering an item.
Once this is set up, invoices containing an item for which "track qty on hand" is turned on will display an "update inventory" button. As inventories items are added to the invoice, we lookup the current qty on hand. After "update inventory" is clicked, we write the new qty on hand into the item's record on the settings screen and pull the new qty on hand down into the invoice line item: this way we never debit the same invoice line from inventory twice.
Changed to the items' quantity on hand are transactional, so if the item is being edited by another user, or another order's "update" script, the changes are reverted and users told to try updating again in a moment.
One advantage of this set up is that the qty on hand in the items record is indexed, so it doesn't matter how many items you have, nor how many invoices you have: the system stays fast.
'''Caveats'''
This is a solid, but simple way to track inventory levels. There are a few things you may want to change or extend to make this into a more sophisticated inventory system:
-> Invoices here are not currently locked, so an invoice line can be deleted at any time, and new lines create, possibly long after the invoice has shipped.
-> We don't have any provision for adding new quantities into inventory, other than manually adjusting the quantity on hand. You may want to create a table of in-bound inventory transactions to record purchasing new quantities of inventory: then write script to have those ''add to'' inventory much as the scripts here debit from inventory.
-> While we highlight in orange items that have fallen below their re-order level, our scripts do not prevent users from going below the re-order level, nor do they prevent users from ordering more than the qty currently on hand. Accordingly, there is no routine here for backordering an item.
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!! How can I create new items for sale (invoiceable items)?
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!! How does inventory control work?
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!! How does inventory control work?
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