For more specifics in each area and setting up inventory use the following link:https://help.cenpoint.com/v1/docs/en/set-up-inventory
Inventory on Desktop
Set up inventory in CenPoint by going to File-> List Management-> Inventory
You first may want to set up Parts Categories, Manufacturers, Vendors, and Warehouses.
Parts Categories
Set up your Parts Categories by going to File-> List Management-> Inventory-> Parts Categories
Add New or Modify a Category. Then under that category add subcategories.
Manufacturers
Set up your Manufacturers by going to File-> List Management-> Inventory-> Manufacturers
Add New or Modify a Manufacturer.
Vendors
Set up your Vendors by going to File-> List Management-> Inventory-> Vendors
Add New or Modify a Vendor.
Mark a vendor as 1-Off/Other, by clicking the radio button.
Then find 1-Off/Other vendors by sorting by category.
Warehouses
Set up your Warehouses by going to File-> List Management-> Inventory-> Warehouses
Add New or Modify a Warehouse.
Parts
Now that you have the basics covered, it's time to set up Parts by going to File->List Management-> Inventory->Parts
Add New or Modify an existing Part
Use the following link for more information on setting up parts, creating P.O.'s and Inventory:
Inventory on Portal
Vendors
More -> List Management -> Vendors
Use the Filter section to find your list easily. To add a new vendor, click on Plus Button.
Fill out all the information.
There is a history button at the end that will go to "View Bills" or "View Bill Payments"
Warehouses
You can either modify or delete by clicking on the ellipsis. To add a new warehouse, click on Plus Button
Write the name of the warehouse and select which brand it should be in.
FAQ:
Q:The price for a new part is not right.
A:CenPoint uses FIFO( First In First Out)
First in First out is how CenPoint uses the inventory costs because the cost may have changed over time when buying the part.
Example: You bought a part for $10.00 and you bought 10 of them , then you re-bought another 10 of that same part but the cost is now $15.00,
CenPoint will not use the $15.00 price until the first 10 at $10.00 are consumed from the inventory.
If you need to use the new price, you can Adjust the quantity on hand to Zero then add the new parts or consume the parts internally.