Item and Inventory Management

Bill of Materials and Routing

◻️ Create new Make item

◻️ Set Routing

1. Add operations
2. Assign Setup and Labor times
3. Add instructions
4. Set assigned equipment

◻️ Set Bill of Materials

1. Assign Material and set material consumption
   1. Activate material if necessary. Setup standard sizes and vendor information.
   2. Assign material to operation
2. Create / assign buy items. Assign vendors and pricing
3. Set BOM requirements for items added

Manual Inventory Adjustments

◻️ Manually add inventory with cost and location/lot information

◻️ Transfer inventory

◻️ Deduct or remove inventory

Sales - Customers + Quotes

Creating a Quote

◻️ Create a customer

◻️ Create a quote for that customer

◻️ Add item to quote

◻️ Complete quote details - pricing, lead time, attachments, etc.

◻️ Mark Quote as Won

◻️ Convert to Sales Order

Sales - Sales Orders

◻️ Create Sales Order

◻️ Check payment terms, billing info, deposit info