This topic lists all the steps for setting up a new Inventory Control ledger.
Before you start
- Install the Sage 300 System Manager (with Tax Services, if needed) and Sage 300 General Ledger (if you have it), and then install Inventory Control.
- Create a company database and choose company-wide options in Common Services.
- Activate Tax Services (if needed).
- If needed, add tax information and currencies used in your inventory control system.
- If you have General Ledger, set it up before setting up Inventory Control.
Step 1: Activate Inventory Control, select options, and add background information
- Activate the Inventory Control program for your data.
- Use the I/C Options screen to specify how your system will operate. For more information, see I/C Options Screen.
- Use the I/C G/L Integration screen to specify how your system sends transactions to the General Ledger module. For more information, see I/C G/L Integration Screen.
- Design coding schemes for your Inventory Control records.
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Add setup records and print reports:
- I/C Account Sets Screen
- I/C Bills of Material Screen
- I/C Categories Screen
- I/C Item Structures Screen
- I/C Locations Screen
- I/C Optional Fields Screen
- I/C Price List Codes Screen
- I/C Segment Codes Screen
- I/C Units of Measure Screen
- I/C Weight Units of Measure Screen
- I/C Mask Structures Screen (if you use Serialized Inventory and Lot Tracking)
- I/C Warranty Codes Screen (if you use Serialized Inventory and Lot Tracking)
- I/C Contract Codes Screen (if you use Serialized Inventory and Lot Tracking)
Step 2: Add inventory items
Note: You can use the Items Wizard to add all of the information for new inventory items, or you can use the individual screens in the Items and Price Lists folder to perform these tasks separately.
- Adding Item Records
- Adding Items to Price Lists
- Assigning Items to Locations
- Adding Bills of Material (optional)
- I/C Vendor Details Screen (optional)
- About Reorder Information (optional)
- About Manufacturers' Items (optional)
- Adding Current Item Quantities and Costs
- I/C Customer Details Screen (optional)
- I/C Kitting Items Screen (optional)
Step 3: Transfer your accounting data to Inventory Control
- I/C Sales Statistics Screen (optional)
- I/C Transaction Statistics Screen (optional)
- Print the Sales Statistics and Transaction Statistics reports (optional). For more information, see Printing the Sales Statistics Report and Printing the Transaction Statistics Report.
Step 4: Design label formats for your preprinted forms
- Design and test formats for printing item labels, bin/shelf labels, and transfer slips, or adapt the sample formats to print on your own forms.