Inventory / Purchase Orders

Navigation: From the Setup Entry menu, select the System Settings button. Then click the Inventory / Purchase Orders tab.

Here you are setting rules for your inventory and purchase orders. You can set rules like Don’t allow deletion of items if there is a quantity on hand, or disabling creating a Bill from a Purchase Order. It would be beneficial to read over each of these rules carefully to consider what would best work for you. At any time you can enable or disable these rules by pressing the Save button and restarting AutoFluent.

Automatic Shop Supplies

If you would like to automatically add Shop Supplies to all or most of your invoices, you can create a Shop Supplies item in Inventory Entry, and use the drop down box here to select that item. Then every new workorder will have shop supplies added to it. If after setting this up, there is a workorder that does not require Shop Supplies, you can check a box in the lower left of the Workorder Entry window to disable Shop Supplies for that workorder.

Inventory Transfers

Press the Inventory Transfers button to define what happens when inventory Items are transferred between stores. Click here for details.