| The Sage BusinessWorks Inventory Control module stands as the cornerstone of your distribution or manufacturing business. It must provide data you need to: ensure you always have sufficient quantity on hand to meet your business needs; that you buy and sell at accurate, fair, and flexible prices; that each item is accurately accounted for; that movement of items between locations is tracked; and that receipts into and issues out of are facilitated. The Sage BusinessWorks Inventory Control module effectively manages each of these tasks, offering features that are not only easy to use, but that rival high end, high cost systems. Purchasing control is included in the Inventory Control module, as are light manufacturing capabilities, to provide your company with an full features, cost effective solution. |
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Quick Links
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| Data Entry | Screen Shots | Utilities | Integration |
| Forms | Transaction History | Inquiries | Features |
| Report Examples | Other Reports | ||
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Operational Flexibility
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Generous Field Sizes
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Store up to 500,000 parts in 99 warehouses, using a 20-character part number. Four decimal places define price and cost, and up to three decimal places may be used for quantity. |
History Preservation
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Elect to keep history on file for up to 60 months. |
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Maintain Parts
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Using Maintain Parts, you can enter information about parts including cost, price, preferred vendors, components, and substitutes. You can view quantities on hand and on order by warehouse |
Automatic Purchase Order Creation
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Automatically generate purchase orders for parts whose on-hand quantities plus on-order quantities fall below the order point specified for the item. |
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Receipts
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Use Inventory Receipts to record receipts of inventory parts that were not received through a purchase order. |
Issues
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Use Inventory Issues to decrease the number of parts on hand when you take items out of your inventory. |
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Returns
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Use Inventory Returns to increase the number of parts on hand when items are returned to your inventory. |
Adjustments
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Use Inventory Adjustments to adjust the on-hand quantity of a part for a reason other than a receipt or issue, e.g. due to breakage. |
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Receipt Adjustments
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Use Receipt Adjustments to adjust the cost or quantity of items previously received into inventory incorrectly. |
Substitute Parts
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Use this option to substitute one part for another, by transferring the parts between locations. When you transfer quantities from the part ID at one location to the part ID at another location, Sage BusinessWorks automatically posts an issue and a receipt of the part quantities. |
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Transfer Parts
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Use the Transfer Parts option to record a part transfer from one warehouse to another. |
Preview and Build Subassemblies
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Use this option to review and record the assembly of parts from component parts. You can Preview a subassembly to see if there is enough inventory to assemble the subassembly, or you can Build it to actually assign the subassembly to be assembled. |
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Unbuild Subassemblies
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You may disassemble inventory parts back into its components using this option. |
Purchasing
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Sage BusinessWorks Inventory Control includes Purchasing capability. Create and maintain Purchase Orders an inventory part, and Sage BusinessWorks automatically increases the on-order quantity for that part. P.O.s are kept on file until all items are received with Purchase Order Receipts. |
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Purchase Order Receipts
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Use this option to record the receipt of items ordered with a purchase order. You can record a full or partial receipt of ordered items and cancellation of an ordered item. |
Purchase Order Returns
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Use this option to record the return of items ordered in a purchase order. You can record a full or partial return. |
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Physical Inventory Worksheet
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The Physical Inventory Worksheet lists part information and location for the range of parts you select. You can choose to include the book quantity—the number of parts Sage BusinessWorks calculates you should have in stock—and write in the actual number counted in the space provided. |
Create Purchase Orders From A Sales Order
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Create purchase orders from directly from a sales order to better meet customer demands while saving data entry time. |
| Drop Ship | A drop ship flag provides visibiliity into drop ship requirements from multiple points within the system. | ||
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Maintain Parts |  |
Maintain Parts Quantity |
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Maintain Parts Pricing |  |
Maintain Parts Substitution |
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Maintain Parts Components |  |
Maintain Parts Serial Numbers |
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Maintain Parts Categories |  |
Maintain Parts Vendor |
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Maintain Parts History |  |
Maintain Parts Warehouses |
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Global Part Change |  |
Parts Inquiry |
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Product Lines |  |
Sales Promotions |
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Sales Promotions Pricing |  |
Assign Sales Promotions |
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Maintain Warehouses |  |
Global Price Change |
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Receipts |  |
Preview and Build Subassemblies |
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Maintain Purchase Orders |  |
Maintain Purchase Orders Line Items |
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Maintain Purchase Orders Summary |  |
Automatic Purchase Orders |
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Purchase Order Receipts |  |
Inventory Parameters |
| createpo_sm.bmp | Purchase Order From Sales Order | ||
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Global Price Change
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Global price change enables you to change prices for several parts at once, selecting by a range of part number, product lines, or vendors. |
Global Part Change
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Update the record of several part numbers at once by selecting by a range of part number, product lines, or vendors and entering the ‘old’ and ‘new’ value. |
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Rename Part Number
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You may rename a part number easily when appropriate. |
Delete Part Numbers
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You may delete a part number if the on hand quantity is zero. |
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Import Part Information
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You can transfer part information from a text file into Sage BusinessWorks using this utility. | ||
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Sage BusinessWorks Inventory module integrates with General Ledger, Accounts Payable, Job Cost, and Order Entry.
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Purchase Order
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Choose from existing form templates or design your own from scratch. Create multiple forms, enabling you use a separate form for preprinted or plain paper printing, for example. | ||
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Part History
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View M-T-D, Y-T-D, and Prior Year Receipts, Issues, Adjustments, Sales, Cost of Good Sold, Transfers, Last Receipt Date, Last Issue Data, and Part Added date, by warehouse for each part number. |
Serialized Item History
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View detailed transaction history of each serialized part, including the date received, the vendor, the date of sale and the customer. |
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Part Transaction History
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Full transaction history is maintained for each part number, enabling you to track issues, receipts, returns, etc. | ||
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Part Number Inquiry
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View detail for each part number, including any notes as you maintain purchase orders and perform receipts. |
Purchase Order Inquiry
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Use Purchase Order Inquiry to examine and print any open purchase order and any closed purchase order that is still on file. |
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Vendor Inquiry
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Access Vendor Inquiry while you are maintaining purchase orders or performing receipts. | ||
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Multiple Warehouses
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Maintain up to 99 warehouse locations. |
Serial Number Tracking
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Sage BusinessWorks "loosely tracks" serial numbers, meaning a strict one-to-one correspondence between serial numbers and parts is not enforced, although complete transaction detail is kept and reminders are used to encourage continuity of control. |
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Product Lines
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Inventory items are assigned to a product line in order to provide General Ledger posting account information. Product line information provides a template for entering part information. |
Flexible Costing Methods
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Select from Standard, Average, LIFO, or FIFO. |
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Vendor Part Information
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Maintain a primary, second, and third vendor for each part number. For each part number/vendor, you may store the Manufacturer’s Part Number, Best Cost, Last Cost, Last PO, Minimum, EOQ, and Lead Time. |
Four Pricing Methods
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Select from four pricing methods: absolute, margin, markup, and base for each part and allow for price differences by customer type as well as quantity price breaks. |
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Price Levels
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Define 25 Price Levels (e.g. retail, wholesale, distributor) and maintain quantity ranges and prices for each part number/price level combination. |
Sales Promotions
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Create sales promotions, complete with starting and ending dates and a pricing grid based on quantity and then quickly assign the promotion to a range of parts. |
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Price Adjusting and Rounding
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Elect to round to the nearest tenth of a cent, dime, or dollar. After calculating and rounding, you can have Sage BusinessWorks adjust the price by a specific amount. Helpful if you wish to have all prices end in 99 cents, for example. |
Substitute Parts
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Assign up to five substitute part numbers for each inventory part to enable you to make customer recommendations when the desired part is unavailable. |
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Minimum, Maximum, and Order Point
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For each part number, maintain the minimum quantity you like to keep on hand, the maximum quantity, the economic order quantity, and order point quantity. |
Bin Location
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Store a bin location for each part number/warehouse combination. |
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Picture
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Store a graphic image of each part number, accessible with the click of a button. |
On the fly data entry
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Create new part numbers and vendors on the fly during purchase order maintenance. |
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Product Categories
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Maintain five user-defined categories to hold additional part number data. |
Calendar
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Each date field offers a handy calendar icon to help you select the exact date you’re after. |
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Electronic Manuals
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Manuals are available in electronic PDF format for quick reference anytime. |
Notes
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Lengthy text notes corresponding to a part number may be added, maintained, and viewed throughout Inventory Control and Purchasing screens. The Notes button appears in bold when a note is on file. |
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Report Groups
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Use this option to place reports into groups so that you can quickly and easily print multiple reports at one time. Report groups are particularly useful for creating a series of reports with specific setups that you print on a regular basis, such as month-end close reports. | 1000 Character Item Description | Lengthy description available for parts, no-stock parts, visible comments, hidden comments, labor and miscellaneous charges. Use on purchase orders, quotes, orders, and invoices |
| Sage BusinessWorks uses your data to produce a wide range of reports including graphical reports, which present you with three-dimensional representations of your company’s inventory movement—and much more.
Click images to view reports. |
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| Use the Stock Status Report to study the value of your inventory and other quantity information such as committed and backordered quantities. You can use this report to compare figures at each month-end close. | The information in this report is useful if you are using either the LIFO or FIFO costing methods, providing information about the on-hand quantity of each inventory part and showing how your inventory is valued. | ||
| The information in this report is useful for tracking serial number information, listing all on file serial numbers and their warehouse location sorted by part number. | This report provides valuable information to help you determine which parts are selling and which contribute the most to the profitability of the business. | ||
| Use this report to determine which parts you need to order in the near future. The report lists parts whose available quantities are at or below a specified percentage of their minimum balance stocking level. | This report includes complete transaction information for issues, receipts, adjustments, receipt adjustments, and returns. | ||
| This worksheet lists part information and location for the range of parts you select and gives you a space to write in the actual number counted. | |||
| Open Purchase Order Report | Order Recommendations Report | On Order Report | Past Due Purchase Order Report |
| Closed Purchase Order Report | Master Parts List | Price List | Cost List |
| Substitute Parts List | Vendor Supply List | Subassembly List | Component Use List |
| Print List of Locations | Serialized Inventory Report for Receipts | Serialized Inventory Report for Issues | Serialized Inventory Report for Returns |
| Transaction Register for Receipts | Transaction Register for Issues | Transaction Register for Returns | Transaction Register for Adjustments |
| Transaction Register for Transfers | Transaction Summary Report | Inventory Overstock Report | Margin Analysis Report |
| ABC Analysis Report | Warehouse Stock Report | Subassembly Detail Report | Sales Promotions List |
| Flash Report | Business Graphics | ||
