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Inventory Control Tips and Tricks

More Tips & Tricks

The previous Tips & Tricks email we sent a few weeks ago was so popular that our Corporate Trainers have compiled several additional tips and tricks to help you fully utilize Inventory Control.


How do I customize field names?

Edit fields or create your own to make the software truly fit your company’s needs. Go to Tools and Options – select the Edit Field Names option and check the box. Click any field (in blue underlined text) to open the customization screen and make your desired changes. Create new fields in the Custom Fields tab.

How does the mass update feature work?

Would you like to update or edit more than one item at a time? In the Item list, select each item you want to edit, and click the Mass Update button.

Can I modify the list views to better suit my needs?

Make each list within Inventory Control work for you.

  • Hide columns you don’t need by right-clicking the column header and selecting Hide Column.
  • Reorganize column order by clicking the column header, dragging, and then dropping it in a new location.
  • Group a list by any column – click the Group button and drag a column header into the gray bar.
  • Don’t forget to save your changes! Click the View button and select Save.

Wat are location labels?

Labeling your locations makes working with your mobile device fast and easy. Instead of hunting for a location, simply scan the location’s barcode. In Inventory Control, go to Labels and select Location Label. Print and affix labels to each location or print a master list of your locations’ barcodes.

Which reports do you most recommend utilizing?

Our favorite reports:

  • Item Reorder by Item Total – shows an item’s reorder quantity, how many are currently on order or committed, and the item’s minimum stock level.
  • Item Reorder by Location – shows how many of an item are available in a specific location, the item’s minimum/maximum stock levels, and the item’s reorder quantity.
  • Inventory by Location – shows and item’s inventory levels by a specific location.
  • Inventory Cost – shows an item’s total quantity by location, the average cost per item, and the value of the item’s total stock.
  • Not Counted Items (available during Audit) – shows which items were not counted during the current audit.
  • Transaction Remove by Customer – shows a list of items removed to a specific customer.
  • Check-out by Customer – shows item(s) currently checked-out to a customer and when the item(s) is due for return.

The following Tips relate specifically to Inventory Control Professional & Enterprise:

Drop ship

Send an out-of-stock item from your supplier directly to your customer. Go to Tools and Options. In the Ordering section, select Allow Drop Ship. Create and save your Pick Order like normal. Open the Pick Order, select the item you want to drop ship, and click the Create Drop Ship Purchase Order button. Complete the new Purchase Order with the customer’s shipping information.


Have you only received a partial shipment from your supplier? Instead of keeping a purchase order open with partially received merchandise, close the PO and create a backorder. This will keep your Purchase Order List clean and organized.


Would you like to know an item’s current stock level when creating an order? You can view an item’s available quantity inside any purchase or pick order – you can also see if the item is on another order. Inside the pick or purchase order, check the View Quantity Available box, and then select the item to see current inventory details. Generate the Inventory Forecast Report to see future stock levels, and never run out of your best sellers again.

Did you miss the original Tips & Tricks email? Click here to read more.