Set Up Inventory

1.Watch the Inventory Intro Videos

Inventory Intro Videos

After watching the initial videos follow the steps for setting up inventory.

2. Define Parts Categories

File-> List Management-> Inventory-> Parts Categories

Add your Parts Categories

Click Modify on a category to add Subcategories

3. Define Manufacturers

Go to: File-> List Management-> Inventory->Manufacturers.

Use the link for instructions to Define Manufacturers

https://help.cenpoint.com/docs/en/manufacturers

4.Define Vendors

Go to: File-> List Management-> Vendors.

Use the link for instructions to Define Vendors

https://help.cenpoint.com/docs/en/vendors

5.Define Warehouse

Go to: File-> List Management-> Warehouse.

Use the link for instructions to Define Warehouse

https://help.cenpoint.com/docs/en/warehouses

6.Define Vehicles

Go to: File ->List Management-> Vehicles-> check can have inventory.

Use the link for instructions to Define Vehicles

https://help.cenpoint.com/docs/vehicle-settup

7.Add Parts

If you have an Excel file with your parts using the One-Time Conversion may be beneficial.

Go to File→Utilities→One Time Conversion Utilites→Import from Excel→ Import Inventory

Add in a Part Number, Description, Category, and Sub Category

Decide if this is a Serialized Part

Once you decide to serialize a part it cannot be undone.

Only serialized parts can track Usage.

Expected usage on a one time use part would be 1 Each and would not be serialized.

A serialized part expected usage will be tracked on the Field Ticket and will be retired,

(the serial number of that specific part) when it reaches expected usage.

If you need to add or change the Units of Measure, go to File→ List Management→ Picklist Data

Add in the ‘Quantity Desired’, ‘Reorder At’ and ‘Order in Group Of’ Fields

*If the header of the column is in bold you are able to type in that field

Under the Sale Price Tab you may add a price. This is only used if you pass the price on to the customer when this part is used.

If the part is already priced into the quote, task, etc… this can be left blank.

Under Vendor/Manufacturer Select the Vendor and click Modify to add in the cost for the part from the Vendor.

8.Order Parts from Vendor

You can only increase your inventory through a Purchase Order.

The quantity on hand can be decreased manually by clicking on the Misc. button and adjust quantity on hand(non-serialized)

Pricing is FIFO (First In First Out) if you are seeing a part show a different price than the Last Cost,

it may be because it is still using inventory from a previous purchase price.

Example: You bought 10 sets of gloves for $12.00 each, and you have 2 in your inventory, and decide to buy another 10, but now the price is $15.00 each.

The last 2 sets of gloves bought at $12.00 need to be consumed before the $15.00 price will show for the next set of 10 gloves.

Use the link for instructions to Create a P.O. https://help.cenpoint.com/docs/order-parts

9.Receive Parts from Vendor and Initial Inventory without a P.O.

Receive parts from a Vendor without a P.O. is what you would use to set up your initial inventory for parts that do not have a P.O.

Use the link for instructions to Receive Parts:https://help.cenpoint.com/docs/en/receive-parts

10.Transfer Parts

Once you have received or entered all your parts you may need to transfer them to different warehouses or trucks that can have inventory.

Use the link for instructions to Transfer Parts:https://help.cenpoint.com/v1/docs/transfer-parts