Maintaining Inventory Information
Maintaining inventory information in OfficeMate allows you to track and valuate items that you have in stock and “on hand.” Additionally, OfficeMate gives you control over inventory management, product flow, and accounting for items in transit between vendors, distribution centers, practice locations, and labs.
It is important that you review the information in this section and perform the steps required to set up perpetual inventory. Failure to set up inventory correctly or properly track individual order statuses on the Eyewear Order, Soft Lens Order, and Hard Lens Order windows and job statuses on the Pick ticket and Transfer to Location window will lead to inaccurate inventory counts and valuations.
If you do not want to maintain perpetual inventory, deselect the Maintain Perpetual Inventory check box for each product type on the Product Setup window. For more information, see To set up products for perpetual inventory.
This section tells you how to record inventory adjustments, purchase orders, physical counts, and period closes. Topics include:
- Adjusting Your Inventory
- Transferring Inventory to Another Location
- Creating and Maintaining Purchase Orders
- Creating and Maintaining Purchase Orders from Fee Slips
- Creating and Maintaining Purchase Orders from Quantity on Hand
- Receiving Purchase Order Inventory Products
- Receiving Transferred Inventory
- Manually Counting and Recording Your Physical Inventory
- Scanning and Recording Your Physical Inventory
- Closing Inventory Periods
- Printing Barcode Labels
For more information, watch the OfficeMate Back Office videos.