Inventory Module
- inventory-auto-purchase-records-id
- inventory-auto-purchase-records
- inventory-inventory-adjustments-create
- inventory-inventory-adjustments-id-update
- inventory-inventory-adjustments-id
- inventory-inventory-adjustments
- inventory-inventory-item-id
- inventory-inventory-receipts-create
- inventory-inventory-receipts-id-update
- inventory-inventory-receipts-id
- inventory-inventory-receipts
- inventory-item-classes-create
- inventory-item-classes-id-update
- inventory-item-classes-id
- inventory-item-classes
- inventory-items-create
- inventory-items-grid
- inventory-items-id-grid
- inventory-items-id-update
- inventory-items-id
- inventory-items
- inventory-locations-create
- inventory-locations-id-update
- inventory-locations-id
- inventory-locations
- inventory-price-rules-grid
- inventory-price-rules-id-grid
- inventory-price-rules-id
- inventory-price-schedules-create
- inventory-price-schedules-grid
- inventory-price-schedules-id-grid
- inventory-price-schedules-id-update
- inventory-price-schedules-id
- inventory-price-schedules
- inventory-purchase-orders-create
- inventory-purchase-orders-id-update
- inventory-purchase-orders-id
- inventory-purchase-orders
- inventory-received-items
- inventory-stock-summary-mfg
- inventory-stock-summary
- inventory-units-of-measure-create
- inventory-units-of-measure-id-update
- inventory-units-of-measure-id
- inventory-units-of-measure
- inventory-vendor-credit-memos-create
- inventory-vendor-credit-memos-id-update
- inventory-vendor-credit-memos-id
- inventory-vendor-credit-memos
- inventory-warehouses-create
- inventory-warehouses-id-update
- inventory-warehouses-id
- inventory-warehouses
inventory-auto-purchase-records-id
Automatic Purchase Record – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/auto-purchase-records/<pk>/
Model: AutoPurchaseRecord
Record Name: Automatic Purchase Record
Plural Name: Automatic Purchase Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-auto-purchase-records
Advanced Notes
TODO
inventory-auto-purchase-records
Automatic Purchase Records – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/auto-purchase-records/
Model: AutoPurchaseRecord
Record Name: Automatic Purchase Record
Plural Name: Automatic Purchase Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — inventory-auto-purchase-records-id
Advanced Notes
TODO
inventory-inventory-adjustments-create
Inventory Adjustment – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/inventory-adjustments/create/
Model: InventoryAdjustment
Record Name: Inventory Adjustment
Plural Name: Inventory Adjustments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | TODO |
| Balancing Account | Relationship (single) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-adjustments
- Detail View — inventory-inventory-adjustments-id
- Update View — inventory-inventory-adjustments-id-update
Advanced Notes
TODO
inventory-inventory-adjustments-id-update
Inventory Adjustment – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/inventory-adjustments/<pk>/update/
Model: InventoryAdjustment
Record Name: Inventory Adjustment
Plural Name: Inventory Adjustments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | TODO |
| Balancing Account | Relationship (single) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-adjustments
- Create View — inventory-inventory-adjustments-create
- Detail View — inventory-inventory-adjustments-id
Advanced Notes
TODO
inventory-inventory-adjustments-id
Inventory Adjustment – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/inventory-adjustments/<pk>/
Model: InventoryAdjustment
Record Name: Inventory Adjustment
Plural Name: Inventory Adjustments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | TODO |
| Balancing Account | Relationship (single) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-adjustments
- Create View — inventory-inventory-adjustments-create
- Update View — inventory-inventory-adjustments-id-update
Advanced Notes
TODO
inventory-inventory-adjustments
Inventory Adjustments – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/inventory-adjustments/
Model: InventoryAdjustment
Record Name: Inventory Adjustment
Plural Name: Inventory Adjustments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | This is a system field that helps identify whether or not this document has affected the inventory and general ledger |
| Warehouse | Relationship (single) (optional) | The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required. |
| Date Created | Date & time (optional) | TODO |
| Balancing Account | Relationship (single) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-inventory-adjustments-create
- Detail View — inventory-inventory-adjustments-id
- Update View — inventory-inventory-adjustments-id-update
Advanced Notes
TODO
inventory-inventory-item-id
Inventory Item – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/inventory-item/<pk>/
Model: InventoryItem
Record Name: Inventory Item
Plural Name: Items In Inventory
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Averagecost Currency | Text (choice) (optional) | TODO |
| Average Cost | Number (decimal) (optional) | TODO |
| Quantity | Number (decimal) | TODO |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-stock-summary
- List View — inventory-stock-summary-mfg
- List View — manufacturing-inventory-needs
- List View — manufacturing-ingredient-needs
Advanced Notes
TODO
inventory-inventory-receipts-create
Inventory Receipt – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/inventory-receipts/create/
Model: InventoryReceipt
Record Name: Inventory Receipt
Plural Name: Inventory Receipts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Vendor Invoice # | Text (optional) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-receipts
- Detail View — inventory-inventory-receipts-id
- Update View — inventory-inventory-receipts-id-update
Advanced Notes
TODO
inventory-inventory-receipts-id-update
Inventory Receipt – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/inventory-receipts/<pk>/update/
Model: InventoryReceipt
Record Name: Inventory Receipt
Plural Name: Inventory Receipts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Vendor Invoice # | Text (optional) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-receipts
- Create View — inventory-inventory-receipts-create
- Detail View — inventory-inventory-receipts-id
Advanced Notes
TODO
inventory-inventory-receipts-id
Inventory Receipt – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/inventory-receipts/<pk>/
Model: InventoryReceipt
Record Name: Inventory Receipt
Plural Name: Inventory Receipts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Vendor Invoice # | Text (optional) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-inventory-receipts
- Create View — inventory-inventory-receipts-create
- Update View — inventory-inventory-receipts-id-update
Advanced Notes
TODO
inventory-inventory-receipts
Inventory Receipts – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/inventory-receipts/
Model: InventoryReceipt
Record Name: Inventory Receipt
Plural Name: Inventory Receipts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Vendor Invoice # | Text (optional) | TODO |
| Memo | Long text | TODO |
| Edit Locked | Yes/No | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Purchase Order | Relationship (single) (optional) | Links this receiving ticket to a purchase order |
| Vendor Invoice | Relationship (single) (optional) | Denotes a connection with a Vendor Invoice |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-inventory-receipts-create
- Detail View — inventory-inventory-receipts-id
- Update View — inventory-inventory-receipts-id-update
Advanced Notes
TODO
inventory-item-classes-create
Item Class – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/item-classes/create/
Model: ItemClass
Record Name: Item Class
Plural Name: Item Classes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Code | Text (optional) | TODO |
| Can Be Manufactured | Yes/No (optional) | TODO |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-item-classes
- Detail View — inventory-item-classes-id
- Update View — inventory-item-classes-id-update
Advanced Notes
TODO
inventory-item-classes-id-update
Item Class – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/item-classes/<pk>/update/
Model: ItemClass
Record Name: Item Class
Plural Name: Item Classes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Code | Text (optional) | TODO |
| Can Be Manufactured | Yes/No (optional) | TODO |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-item-classes
- Create View — inventory-item-classes-create
- Detail View — inventory-item-classes-id
Advanced Notes
TODO
inventory-item-classes-id
Item Class – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/item-classes/<pk>/
Model: ItemClass
Record Name: Item Class
Plural Name: Item Classes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Code | Text (optional) | TODO |
| Can Be Manufactured | Yes/No (optional) | TODO |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-item-classes
- Create View — inventory-item-classes-create
- Update View — inventory-item-classes-id-update
Advanced Notes
TODO
inventory-item-classes
Item Classes – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/item-classes/
Model: ItemClass
Record Name: Item Class
Plural Name: Item Classes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Code | Text (optional) | TODO |
| Can Be Manufactured | Yes/No (optional) | TODO |
| Asset Account | Relationship (single) (optional) | Maps the inventory asset account for items of this class (if configured) |
| Expense Account | Relationship (single) (optional) | Maps the expense account for items of this class (if configured) |
| Cogs Account | Relationship (single) (optional) | Maps the cost of goods sold account for items of this class (if configured) |
| Revenue Account | Relationship (single) (optional) | Maps the revenue account for items of this class (if configured) |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-item-classes-create
- Detail View — inventory-item-classes-id
- Update View — inventory-item-classes-id-update
Advanced Notes
TODO
inventory-items-create
Item – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/items/create/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items
- List View — inventory-items-grid
- Detail View — inventory-items-id
- Update View — inventory-items-id-update
- Update View — inventory-items-id-grid
Advanced Notes
TODO
inventory-items-grid
Items – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/items/grid/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items
- Create View — inventory-items-create
- Detail View — inventory-items-id
- Update View — inventory-items-id-update
- Update View — inventory-items-id-grid
Advanced Notes
TODO
inventory-items-id-grid
Item – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/items/<pk>/grid/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items
- List View — inventory-items-grid
- Create View — inventory-items-create
- Detail View — inventory-items-id
- Update View — inventory-items-id-update
Advanced Notes
TODO
inventory-items-id-update
Item – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/items/<pk>/update/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items
- List View — inventory-items-grid
- Create View — inventory-items-create
- Detail View — inventory-items-id
- Update View — inventory-items-id-grid
Advanced Notes
TODO
inventory-items-id
Item – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/items/<pk>/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items
- List View — inventory-items-grid
- Create View — inventory-items-create
- Update View — inventory-items-id-update
- Update View — inventory-items-id-grid
Advanced Notes
TODO
inventory-items
Items – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/items/
Model: Item
Record Name: Item
Plural Name: Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text (optional) | TODO |
| Item Code | Text (optional) | TODO |
| Item Type | Text (choice) | TODO |
| Item Class | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | Represents the current average cost for this product in inventory. For FIFO and LIFO settings, individual transactions will use the actual cost of the inventory that is being used. Under the Average value system, this field will update automatically upon receiving. In Manual and Market settings, this field will never update automatically and will always be used for financial calculations. |
| Salesprice Currency | Text (choice) | TODO |
| Sales Price | Number (decimal) | Under default settings, this is the sales price for the item. If price scheduling is enabled, this field represents the highest active, schedueld price. |
| Msrp Currency | Text (choice) (optional) | TODO |
| Msrp | Number (decimal) (optional) | TODO |
| Replacementcost Currency | Text (choice) | TODO |
| Replacement Cost | Number (decimal) | Used by the manufacturing system, if populated this field will override the calculated system cost for this ingredient Price/Cost updates of manufactured items |
| Barcode | Text | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Location | Relationship (single) (optional) | TODO |
| Weight | Number (decimal) (optional) | Weight in pounds. For accurate shipping weights to calculate, the sales Unit of Measure needs to have a correct ratio for pounds. For example, "Each" should be set to 1.0, "Ton" should be set to 2000. |
| Purchase Uom | Relationship (single) (optional) | Unit of measure used when purchasing the item from a vendor |
| Sales Uom | Relationship (single) (optional) | Unit of measure used when selling the item to a customer |
| Stock Uom | Relationship (single) (optional) | Unit of measure used internally for stock management |
| Casecost Currency | Text (choice) (optional) | TODO |
| Case Cost | Number (decimal) (optional) | Records the case cost of this item, in combination with case quantity, this field can be used to calculate individual item quantity. |
| Case Quantity | Number (decimal) (optional) | Records the case quantity of this item, in combination with case cost. If Case Pricing is enabled, setting to this field to a value other than 0 will cause this item to behave as a bundle of items that will be unpacked into inventory by the receiving ticket. Inventory level tracking will also use case pricing. |
| Reorder Quantity | Number (decimal) (optional) | Set this value to the lowest number of items that should be in stock before reordering |
| Maximum Quantity | Number (decimal) (optional) | Set this value to the highest number of items that should be in stock before taking action |
| Asset Account | Relationship (single) | TODO |
| Expense Account | Relationship (single) | TODO |
| Cogs Account | Relationship (single) | TODO |
| Revenue Account | Relationship (single) | TODO |
| Default Tax | Relationship (single) | TODO |
| Commission (Gp) | Number (decimal) | Defines commission percentage paid to salesperson on gross profit of item sales |
| Contract Restricted | Yes/No | If this field is enabled, this item will not be sellable unless the customer has an active contract for it. |
| Pricing Locked | Yes/No | If this field is enabled, this item will appear as price-locked on price scheduling screens. |
| Point Of Sale Favorite | Yes/No | If this field is enabled, this item will have a button on the front page of the point-of-sale system. |
| Point Of Sale Position | Number (integer) (optional) | Optionally determines the order of this button on the point-of-sale favorites tab |
| Point Of Sale Label | Text (optional) | If this field has a value, this will be the label for the item button on the point of sale screen, which can be helpful for differentiating between items or saving space by abbreviating long item names. |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-items-grid
- Create View — inventory-items-create
- Detail View — inventory-items-id
- Update View — inventory-items-id-update
- Update View — inventory-items-id-grid
Advanced Notes
TODO
inventory-locations-create
Location – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/locations/create/
Model: Location
Record Name: Location
Plural Name: Locations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-locations
- Detail View — inventory-locations-id
- Update View — inventory-locations-id-update
Advanced Notes
TODO
inventory-locations-id-update
Location – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/locations/<pk>/update/
Model: Location
Record Name: Location
Plural Name: Locations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-locations
- Create View — inventory-locations-create
- Detail View — inventory-locations-id
Advanced Notes
TODO
inventory-locations-id
Location – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/locations/<pk>/
Model: Location
Record Name: Location
Plural Name: Locations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-locations
- Create View — inventory-locations-create
- Update View — inventory-locations-id-update
Advanced Notes
TODO
inventory-locations
Locations – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/locations/
Model: Location
Record Name: Location
Plural Name: Locations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-locations-create
- Detail View — inventory-locations-id
- Update View — inventory-locations-id-update
Advanced Notes
TODO
inventory-price-rules-grid
Price Rules – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/price-rules/grid/
Model: PriceRule
Record Name: Price Rule
Plural Name: Price Rules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Customer Class | Relationship (single) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | TODO |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | TODO |
| Price Currency | Text (choice) (optional) | TODO |
| Calculated Price | Number (decimal) (optional) | TODO |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — inventory-price-rules-id
- Update View — inventory-price-rules-id-grid
Advanced Notes
TODO
inventory-price-rules-id-grid
Price Rule – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/price-rules/<pk>/grid/
Model: PriceRule
Record Name: Price Rule
Plural Name: Price Rules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Customer Class | Relationship (single) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | TODO |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | TODO |
| Price Currency | Text (choice) (optional) | TODO |
| Calculated Price | Number (decimal) (optional) | TODO |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-rules-grid
- Detail View — inventory-price-rules-id
Advanced Notes
TODO
inventory-price-rules-id
Price Rule – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/price-rules/<pk>/
Model: PriceRule
Record Name: Price Rule
Plural Name: Price Rules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Customer Class | Relationship (single) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | TODO |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | TODO |
| Price Currency | Text (choice) (optional) | TODO |
| Calculated Price | Number (decimal) (optional) | TODO |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-rules-grid
- Update View — inventory-price-rules-id-grid
Advanced Notes
TODO
inventory-price-schedules-create
Price Schedule – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/price-schedules/create/
Model: PriceSchedule
Record Name: Price Schedule
Plural Name: Price Schedules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-schedules
- Detail View — inventory-price-schedules-id
- Update View — inventory-price-schedules-id-update
Advanced Notes
TODO
inventory-price-schedules-grid
Price Schedule Items – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/price-schedules/grid/
Model: PriceScheduleItem
Record Name: Price Schedule Item
Plural Name: Price Schedule Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Price Schedule | Relationship (single) | TODO |
| Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from |
| Customer Class | Relationship (single) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | TODO |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | TODO |
| Price Currency | Text (choice) (optional) | TODO |
| Calculated Price | Number (decimal) (optional) | TODO |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Update View — inventory-price-schedules-id-grid
Advanced Notes
TODO
inventory-price-schedules-id-grid
Price Schedule Item – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/price-schedules/<pk>/grid/
Model: PriceScheduleItem
Record Name: Price Schedule Item
Plural Name: Price Schedule Items
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Price Schedule | Relationship (single) | TODO |
| Previous | Relationship (single) (optional) | Links to the price schedule item that this one was copied from |
| Customer Class | Relationship (single) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Shrink Percent | Number (decimal) (optional) | Shrink acts as a padding to the reported cost of the finished good without affecting the inventory or general ledger. Shrink is meant to fiscally account for loss of ingredients during the manufacturing process by encouraging slightly higher markups. |
| Rule Base | Text (choice) | Use this field to determine whether to mark up from cost or mark down from MSRP. |
| Base Currency | Text (choice) (optional) | TODO |
| Rule Value | Number (decimal) (optional) | Use this field to enter an arbitrary value for Cost or MSRP to calculate a price. If used as a cost, this field will intelligently try to suggest existing costs but the value here does not tamper with the costing system -- for all intents and purposes this value is used for planning pricing. |
| Modifier | Text (choice) | This field determines whether the Value field will behave as a percentage of the base or if it will be straight additional margin. |
| Value | Number (decimal) | TODO |
| Price Currency | Text (choice) (optional) | TODO |
| Calculated Price | Number (decimal) (optional) | TODO |
| Info | Long text (optional) | Automatic pricing systems in Brisk will annotate their calculations here |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-schedules-grid
Advanced Notes
TODO
inventory-price-schedules-id-update
Price Schedule – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/price-schedules/<pk>/update/
Model: PriceSchedule
Record Name: Price Schedule
Plural Name: Price Schedules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-schedules
- Create View — inventory-price-schedules-create
- Detail View — inventory-price-schedules-id
Advanced Notes
TODO
inventory-price-schedules-id
Price Schedule – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/price-schedules/<pk>/
Model: PriceSchedule
Record Name: Price Schedule
Plural Name: Price Schedules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-price-schedules
- Create View — inventory-price-schedules-create
- Update View — inventory-price-schedules-id-update
Advanced Notes
TODO
inventory-price-schedules
Price Schedules – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/price-schedules/
Model: PriceSchedule
Record Name: Price Schedule
Plural Name: Price Schedules
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Date | Date | Records the date that this price schedule begins taking effect |
| Ending Date | Date | Records the date that this price schedule stops taking effect |
| Label | Text (optional) | Give this price schedule a specific name. If left blank, it will be labelled by its beginning date. |
| Warehouse | Relationship (single) | Sets the warehouse that this price schedule applies to |
| Previous | Relationship (single) (optional) | Links to the price schedule that this one was copied from |
| Active | Yes/No | If a given price schedule is marked as active for a warehouse, it will take effect. Only one price schedule may be active per warehouse. |
| Copied | Yes/No | Acts as a flag to mark the rule copying process as complete |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-price-schedules-create
- Detail View — inventory-price-schedules-id
- Update View — inventory-price-schedules-id-update
Advanced Notes
TODO
inventory-purchase-orders-create
Purchase – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/purchase-orders/create/
Model: Purchase
Record Name: Purchase
Plural Name: Purchase Orders
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Purchase # | Text | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Submitted To Vendor | Yes/No | TODO |
| Memo | Long text | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Parent | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-purchase-orders
- Detail View — inventory-purchase-orders-id
- Update View — inventory-purchase-orders-id-update
Advanced Notes
TODO
inventory-purchase-orders-id-update
Purchase – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/purchase-orders/<pk>/update/
Model: Purchase
Record Name: Purchase
Plural Name: Purchase Orders
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Purchase # | Text | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Submitted To Vendor | Yes/No | TODO |
| Memo | Long text | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Parent | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-purchase-orders
- Create View — inventory-purchase-orders-create
- Detail View — inventory-purchase-orders-id
Advanced Notes
TODO
inventory-purchase-orders-id
Purchase – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/purchase-orders/<pk>/
Model: Purchase
Record Name: Purchase
Plural Name: Purchase Orders
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Purchase # | Text | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Submitted To Vendor | Yes/No | TODO |
| Memo | Long text | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Parent | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-purchase-orders
- Create View — inventory-purchase-orders-create
- Update View — inventory-purchase-orders-id-update
Advanced Notes
TODO
inventory-purchase-orders
Purchase Orders – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/purchase-orders/
Model: Purchase
Record Name: Purchase
Plural Name: Purchase Orders
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Purchase # | Text | TODO |
| Status | Text (choice) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Submitted To Vendor | Yes/No | TODO |
| Memo | Long text | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | TODO |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Parent | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-purchase-orders-create
- Detail View — inventory-purchase-orders-id
- Update View — inventory-purchase-orders-id-update
Advanced Notes
TODO
inventory-received-items
Inventory Items Recevied – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/received-items/
Model: InventoryReceiptRow
Record Name: Inventory Item Received
Plural Name: Inventory Items Recevied
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Receipt Link | Relationship (single) (optional) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Quantity Received | Number (decimal) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | TODO |
| Totalcost Currency | Text (choice) | TODO |
| Total Cost | Number (decimal) | TODO |
| Description | Text | TODO |
| Memo | Long text | TODO |
| Date Received | Date & time (optional) | TODO |
| Purchase Row | Relationship (single) (optional) | TODO |
| Processed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
Advanced Notes
TODO
inventory-stock-summary-mfg
Items In Inventory – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/stock-summary-mfg/
Model: InventoryItem
Record Name: Inventory Item
Plural Name: Items In Inventory
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Averagecost Currency | Text (choice) (optional) | TODO |
| Average Cost | Number (decimal) (optional) | TODO |
| Quantity | Number (decimal) | TODO |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — inventory-inventory-item-id
- List View — inventory-stock-summary
- List View — manufacturing-inventory-needs
- List View — manufacturing-ingredient-needs
Advanced Notes
TODO
inventory-stock-summary
Items In Inventory – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/stock-summary/
Model: InventoryItem
Record Name: Inventory Item
Plural Name: Items In Inventory
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Warehouse | Relationship (single) (optional) | TODO |
| Averagecost Currency | Text (choice) (optional) | TODO |
| Average Cost | Number (decimal) (optional) | TODO |
| Quantity | Number (decimal) | TODO |
| Purchasequantity | Number (decimal) | Used by the inventory system to store a converted quantity in the database for stock lookup |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — inventory-inventory-item-id
- List View — inventory-stock-summary-mfg
- List View — manufacturing-inventory-needs
- List View — manufacturing-ingredient-needs
Advanced Notes
TODO
inventory-units-of-measure-create
Unit Of Measure – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/units-of-measure/create/
Model: UnitOfMeasure
Record Name: Unit Of Measure
Plural Name: Units Of Measure
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-units-of-measure
- Detail View — inventory-units-of-measure-id
- Update View — inventory-units-of-measure-id-update
Advanced Notes
TODO
inventory-units-of-measure-id-update
Unit Of Measure – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/units-of-measure/<pk>/update/
Model: UnitOfMeasure
Record Name: Unit Of Measure
Plural Name: Units Of Measure
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-units-of-measure
- Create View — inventory-units-of-measure-create
- Detail View — inventory-units-of-measure-id
Advanced Notes
TODO
inventory-units-of-measure-id
Unit Of Measure – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/units-of-measure/<pk>/
Model: UnitOfMeasure
Record Name: Unit Of Measure
Plural Name: Units Of Measure
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-units-of-measure
- Create View — inventory-units-of-measure-create
- Update View — inventory-units-of-measure-id-update
Advanced Notes
TODO
inventory-units-of-measure
Units Of Measure – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/units-of-measure/
Model: UnitOfMeasure
Record Name: Unit Of Measure
Plural Name: Units Of Measure
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Weight | Number (integer) (optional) | Can be used to automatically set item weights for shipping purposes |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-units-of-measure-create
- Detail View — inventory-units-of-measure-id
- Update View — inventory-units-of-measure-id-update
Advanced Notes
TODO
inventory-vendor-credit-memos-create
Vendor Credit Memo – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/vendor-credit-memos/create/
Model: VendorCreditMemo
Record Name: Vendor Credit Memo
Plural Name: Vendor Credit Memos
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | TODO |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | TODO |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-vendor-credit-memos
- Detail View — inventory-vendor-credit-memos-id
- Update View — inventory-vendor-credit-memos-id-update
Advanced Notes
TODO
inventory-vendor-credit-memos-id-update
Vendor Credit Memo – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/vendor-credit-memos/<pk>/update/
Model: VendorCreditMemo
Record Name: Vendor Credit Memo
Plural Name: Vendor Credit Memos
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | TODO |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | TODO |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-vendor-credit-memos
- Create View — inventory-vendor-credit-memos-create
- Detail View — inventory-vendor-credit-memos-id
Advanced Notes
TODO
inventory-vendor-credit-memos-id
Vendor Credit Memo – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/vendor-credit-memos/<pk>/
Model: VendorCreditMemo
Record Name: Vendor Credit Memo
Plural Name: Vendor Credit Memos
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | TODO |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | TODO |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-vendor-credit-memos
- Create View — inventory-vendor-credit-memos-create
- Update View — inventory-vendor-credit-memos-id-update
Advanced Notes
TODO
inventory-vendor-credit-memos
Vendor Credit Memos – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/vendor-credit-memos/
Model: VendorCreditMemo
Record Name: Vendor Credit Memo
Plural Name: Vendor Credit Memos
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Status | Text (choice) | Indicates whether or not this document is complete;. if required informaiion is missing, it will be in draft status. |
| Vendor | Relationship (single) (optional) | TODO |
| Inventory Returned | Yes/No | This required field is used to determine whether this credit memo involves returning inventory to the vendor. If checked, items will be pulled from inventory, if unchecked, inventory levels will remain unchanged. |
| Warehouse | Relationship (single) (optional) | Indicates which warehouse from which this credit memo will remove inventory |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | A free-text field that can be used to record any notes or additional information |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The dollar amount of inventory returned on this receipt before restocking fees and other adjustments |
| Adjustments Currency | Text (choice) | TODO |
| Adjustments | Number (decimal) | The dollar amount of any restocking fees or other adjustments charged by the vendor |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | The total dollar amount for this inventory receipt |
| Processed | Yes/No | A non-editable field that is used by the accounting system to indicate when accounting transactions have posted for this credit memo |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-vendor-credit-memos-create
- Detail View — inventory-vendor-credit-memos-id
- Update View — inventory-vendor-credit-memos-id-update
Advanced Notes
TODO
inventory-warehouses-create
Warehouse – Create View
Module: Inventory
Screen Type: Create View
URL: /^inventory/warehouses/create/
Model: Warehouse
Record Name: Warehouse
Plural Name: Warehouses
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Write-Off Account | Relationship (single) (optional) | TODO |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-warehouses
- Detail View — inventory-warehouses-id
- Update View — inventory-warehouses-id-update
Advanced Notes
TODO
inventory-warehouses-id-update
Warehouse – Update View
Module: Inventory
Screen Type: Update View
URL: /^inventory/warehouses/<pk>/update/
Model: Warehouse
Record Name: Warehouse
Plural Name: Warehouses
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Write-Off Account | Relationship (single) (optional) | TODO |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-warehouses
- Create View — inventory-warehouses-create
- Detail View — inventory-warehouses-id
Advanced Notes
TODO
inventory-warehouses-id
Warehouse – Detail View
Module: Inventory
Screen Type: Detail View
URL: /^inventory/warehouses/<pk>/
Model: Warehouse
Record Name: Warehouse
Plural Name: Warehouses
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Write-Off Account | Relationship (single) (optional) | TODO |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — inventory-warehouses
- Create View — inventory-warehouses-create
- Update View — inventory-warehouses-id-update
Advanced Notes
TODO
inventory-warehouses
Warehouses – List View
Module: Inventory
Screen Type: List View
URL: /^inventory/warehouses/
Model: Warehouse
Record Name: Warehouse
Plural Name: Warehouses
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
| Write-Off Account | Relationship (single) (optional) | TODO |
| On Hold | Yes/No | If enabled, items stored in this warehouse will be considered "On Hold" and will not be considered toward the reorder quantity |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — inventory-warehouses-create
- Detail View — inventory-warehouses-id
- Update View — inventory-warehouses-id-update
Advanced Notes
TODO