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MarkDe

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  1. Unfortunately the software does not show the custom fields in any reports. When you name a custom field, the only place it shows is in the "Item Details" window.
  2. I think I know what Zico is referring to. If you receive stock of an item and the quantity is 1,000 or greater, Inventoria software will not allow you to delete that record. Yet, it removes that quantity from your inventory, so your inventory values can go negative. Same thing with sales history. If you sell 1,000qty or more of an item, you can't delete the sales record. You can delete any record with a quantity of 999 or less. This is definitely a bug that should be fixed. I have sent in a bug report to the developers and also created a support ticket for this. NCH Software has responded to me. They agree it is a bug and will investigate it further. I have little confidence they will follow through with this. I have found a solution to this problem, but it does involve altering data outside of the software. **CAUTION** Be careful, as you can easily delete and permanently lose data. If you have not done so already, attempt to delete the record in Inventoria. Again, this will not actually delete the record, but it will deduct the quantity from the item. Only do this once! If you do it more than once, it will continue to deduct that quantity from the item, making the quantity go negative. If you did it multiple times, you will need to take a physical count of that item, and then enter that quantity into the item detail window. Manually backup the files. Select: Tools\Backup Data, then click “Back up Now” button. In File Explorer, go to the folder location of the data and select the most recent backup folder you just created. The default location is: C:\Users\your name\AppData\Roaming\NCH Software\Inventoria\Backup. If you do not see AppData, you need to select "Show hidden files" on your computer. Search Google if you do not know how to do this. Open the folder you want to edit, such as “ReceiveHistory”. Select the file with the date of data you want to edit. It opens in Excel. Find the record in Excel you want to delete, and delete the entire row for that record. Save the Excel file. A message will display asking if you want to keep using the same format, select “YES”. In Inventoria, restore the data. Tools\Restore Data\Restore from backup. The default “Restore scheduled backup” option does not seem to work. Choose “Restore manual backup” then “Select backup file”. Go to the “Backup” folder, and select a folder date to restore from. Exit out of the software and then restart it. Note: You can’t select a specific folder, such as “ReceiveHistory”, to restore from. Inventoria will say this is not a valid folder to restore.
  3. I have found a solution to this problem. Although it is not ideal, and the user must make calculations to adjust the price, but at least it may help some people. I think it is a better solution than having multiple listings for the same item with different prices. The best solution is if the program did this calculation automatically. This is called a weighted average and gives you the actual dollar value of your inventory when you have price changes. Take the previous inventory value of the item and add it to the value of the new purchase Divide that total by the total quantity of items now in your inventory This gives you the weighted average of the unit cost of the item I'll walk through an example: You have 100qty of ItemA that was purchased at $1.00. You have not sold any, so your inventory value for this item is $100 You sell 50qty of ItemA and want to place a new purchase order. (Your remaining inventory value for this item is $50) You order another 100qty of ItemA, but this time the price is $1.25 each. Your order total is $125.00 Before you "Receive Stock" of the new purchase, open the "Inventory" report and look for the item. In this case it will show ItemA, 50qty, $1.00 cost value, $50.00 line total. Do step 1 from above: $50 + $125 = $175 Now click on "Receive Stock" to receive the new inventory purchase. Your inventory quantity will now show 150qty (50qty from previous + 100qty new purhcase) Do step 2 from above: $175/150qty = $1.167 Because the cost in the item screen does not automatically update/adjust, open up the item and edit the "Unit Purchase Cost" from the original $1.00 to $1.167. This is your new weighted average cost per unit.
  4. Nevermind, found it. For anyone curious about this, go to "View Orders" under the drop-down box "Display Orders" select "Draft". You can then select a previously saved purchase order draft and edit it as needed.
  5. When you create a new purchase order, at the bottom, there is the option to "Save as draft". Once you save it as a draft, where do go to open up saved drafts? I can't find this anywhere in the software.
  6. It seems the limitation is after 1 month of the trial period, you can no longer add new items to your inventory. There may be other limitations, but this is what I noticed.
  7. Click "View Receive History" Select the order you accidentally received in full Select Delete, then confirm. This will undo your action of receiving the order You can now go into "Receive Stock", select the purchase order, and select only the items you want to receive. You can also go into "View Orders" and make any changes to that purchase order, or receive it in that screen. Be aware if you receive it in the "View Orders" screen it will mark it as receiving the complete order. Use the "Receive Stock" screen to receive partial orders.
  8. Does anyone know the limitations of the unlicensed version? Is it restricted to a specific number of items, or a limited trial period? Thanks!
  9. The BOM (Bill Of Materials) has one major flaw in this software. When you create a new item that is made up of other items using the BOM, you can't input how many of those new items you made. For example: ItemA = 100pcs ItemB = 200pcs ItemC is made of 1 ItemA and 1 ItemB. When you generate the BOM, the main screen with all items will show: ItemA = 100pcs ItemB = 200pcs ItemC = 100pcs The flaw is these numbers reflect how many of ItemC you CAN make, not how many you HAVE made. Because you only have 100pcs of ItemA, the most of ItemC you can make is 100pcs. But that doesn't mean that's how many I have made. What if I haven't made any of ItemC yet? Or what if I have made 20pcs of ItemC? There needs to be a way to input how many you have made, so the items screen reflects this and reduced the quantity of the other items. If I make 20 of ItemC, the item screen should show: ItemA = 80pcs ItemB = 180pcs ItemC = 20pcs Unless this BOM feature gets fixed, this feature is useless.
  10. MarkDe

    Receive Goods

    Agreed, why have this feature? Having the bill of materials doesn't make sense to create a new item that is made up of other items without having the inventory of those items automatically deducted when the new item is made. If a "boxed" item is made of other items, those items should be automatically deducted to make up the "boxed" item as soon as the "boxed" item is made. You should be able to input how many of the "boxed" items you have made, and those quantities are automatically deducted from the other items.
  11. It would be a good feature to have the inventory for the items automatically decrease when used to create a bundle. I create a bundled item, called "A" It uses a bill of materials of items "B" and "C". My inventory for item B = 5, and item C = 5. When I create item A, and have 1 in inventory, the program should automatically deduct 1 from B and 1 from C. Inventory for these items should now show B = 4 and C = 4. The software needs to allow the user to input how many of the bundled items they have made.
  12. I have the same question/problem. The Bill Of Materials is a great option to use to combine items into one new item, but it does not reduce the stock of the items when the bundled item is made. Inventory numbers are only deducted when the item is sold. Also, you can't specify how many of the bundled items you have made. The main items screen only displays how many of the bundled items you can make.
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