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Virtual Office | Accounting | Purchasing | Sales | Employee Time | Setup

Inventory Features

View in-depth features

Homepage and Dashboard:

Select the inventory main menu as your startup page when logging in. The main menu gives you access to frequently used modules within the system such as:

CheckmarkPhysical InventoryCheckmarkPull Inventory
CheckmarkTransfer InventoryCheckmarkAdjust Inventory
CheckmarkFrequently used reportsCheckmarkInventory dash board which displays current activity


Choose the main dash board as your start page which gives you an overview of all business activity:

CheckmarkAccounting
CheckmarkPurchasing
CheckmarkSales
CheckmarkInventory
CheckmarkVirtual Office
CheckmarkEmployee Time
CheckmarkSetup


Choose the inventory dashboard as your start page. Any and all inventory activity that requires your attention can be accessed from this page. Red links direct your attention to high priority items requiring immediate action. All program links and titles are customizable giving you the ability to change terminology. The dashboard consist of:

CheckmarkA customizable inventory overview panel which displays all inventory activity. Items with activity are highlighted and linked and items highlighted in red are high priority items which are linked as well
CheckmarkA customizable performance indicator tab which displays period comparisons with values, percentages and change indicator red or green. Once viewed you know immediately how your company is doing by comparing previous periods
Checkmark A "Top 5" indicator that displays your top 5:

  • Employees (inventory transfers)
  • Employees (inventory transfer receipts)
  • Employees (inventory adjustments)
  • Divisions (inventory transfers)
  • Divisions (inventory transfer receipts)
  • Divisions (inventory pulls)
  • Divisions (inventory adjustments)
  • Warehouse locations (inventory transfers)
  • Warehouse locations (inventory transfer receipts)
  • Warehouse locations (inventory pulls)
  • Warehouse locations (inventory adjustments)
  • GL Accounts (inventory transfers)
  • GL Accounts (inventory transfer receipts)
  • GL Accounts (inventory pulls)
  • GL Accounts (inventory adjustments)
  • CheckmarkProgram titles are customizable
    Checkmark Numerous graphs to choose from to display on your dashboard:

  • Inventory Pulls
  • Transfers
  • Transfer Receipts
  • Receipt Confirmations
  • Inventory Adjustments

  • Select from multiple periods to graph on as well as multiple options for x and y axis. Choose from five different graph types with 3D support. Each of these graphs can be combined for comparison such as inventory pulls vs inventory transfers

    Inventory Main Menu



    Main Dashboard



    Inventory Dashboard



    Dashboard customization


    Faded line

    Physical Inventory


    Inventory transfer and receive transfer


    Inventory item adjustment and inventory transaction history


    Inventory (Physical, Pulls, Tranfers, Transfer Receipts, Adjustments):

    CheckmarkPrint inventory list by location with price masking. Multi level warehouse modeling. Start your inventory and complete at a later date if needed. Save inventory searches for future use. Ability to back date inventory
    CheckmarkLog inventory pulls and adjustments
    CheckmarkTransfer inventory from one warehouse to others. Complete transfer and receive module. When transferring inventory depending on user level access the receiving user will receive an email notice of item transferred to them or approving authority would receive a notice to approve inventory transfers. Once inventory physically reaches destination the receiver can receive items into warehouse location
    CheckmarkAll inventory transactions are individualized and are logged one of the following which allows admins to easily track transaction history:
  • Physical Inventory
  • Pull
  • Adjustment
  • Transfer
  • Transfer Receipt
  • Faded line

    Sample inventory detail report



    Saved reports



    Automate report



    Sample graph view report


    Printing and Reports:

    CheckmarkSet one or any combination of filters
    CheckmarkSelect from many columns to show on report
    CheckmarkMulti column sorting
    CheckmarkExport to multiple formats with on-the-fly custom wysiwyg headers
    CheckmarkSave and memorize unlimited number of reports
    CheckmarkAutomate saved reports to be sent out at any frequency
    CheckmarkShare saved reports with other employees
    CheckmarkAll of these filters can be toggled to graph view in which you can graph any column available in data view of report
    CheckmarkWhen in graph mode there is a selector to specify your series axis. For example If grouped by division each division would have its own series for data comparison
    CheckmarkBulk print transactions such as:
  • Inventory Transfers
  • Transfer Receipts
  • Transfer Receipt Confirmations
  • CheckmarkDuplicate transactions from report view
    CheckmarkSelect and add transactions and reports to your watch list. Access your watch list from any screen
    CheckmarkDrill down into transaction details
    CheckmarkBelow are default reports (custom reports available):
  • Inventory - (Summary)
  • Inventory - (Detailed)
  • Inventory Pulls - (Summary)
  • Inventory Pulls - (Detailed)
  • Inventory Transfers - (Summary)
  • Inventory Transfers - (Detailed)
  • Inventory Transfers - Receipts (Summary)
  • Inventory Transfers - Receipts (Detailed)
  • Inventory Transfers - Receipt Confirmations (Summary)
  • Inventory Transfers - Receipt Confirmations (Detailed)
  • Inventory Adjustments - (Summary)
  • Inventory Adjustments - (Detailed)
  • Inventory - Cost / Usage
  • Virtual Office | Accounting | Purchasing | Sales | Employee Time | Setup



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    5408 Olden Porter Rd.    Pendleton SC, 29670    [email protected]
    Direct: 864.556.6962