Select Commands > New from the menu bar.
Enter ABC1BC<Tab> for the Item.
Enter WHS01<Tab> for the Location.
The New Control Record dialog box now shows the Item and Location combination that will be used to create the new control record.
Click OK to close the New Control Record dialog box.
Enter ABC<Tab> for the Master Customer. The Master Customer is used to tie all of the locations for one Customer Specific Inventory account together.
Leave the Sort Code blank. The sort code is used to sort the Inventory Worksheet and is usually used at customer sites so that items stored together appear on the worksheet together.
Enter BCMASS<Tab> for the Customer Item Number.
Enter M<Tab> for the Unit of Measure.
Enter .5<Tab> for the Estimated Monthly Usage. Estimated monthly usage is used for determining reorder needs on new Customer Specific Inventory items. Once enough experience is gained from actual usage, it should be adjusted to be just a little lower than actual usage. In this way, it acts as a fail-safe for calling attention to the low stock status.
Enter .8<Tab> for Lead Time. This should be the length of time from the time an order is placed until the item is available to ship to the customer.
Enter 1<Tab> for Minimum Stock Quantity.
Click o Bill As Shipped.
The o Bill As Shipped and o Customer Owned work together. Believe it or not, they are not mutually exclusive. If both are flagged, it indicates that an invoice for a release charge and/or freight is appropriate.
Count at Site – In most cases, product released from inventory will be considered immediately used and thus fully removed from inventory. However, occasionally you may have the need to maintain inventory at a customer’s location, periodically conducting On-site Inventory Counts. In these cases, the Item Control Record should be flagged as Count at Site. This will affect how the item is accounted for during the release process and how the available quantity is calculated.
Stock Item – Used to identify an item in the warehouse that is owned by the distributor and may be shipped to any forms management customer. Generally, only distributors who are not using general inventory will use this switch. Distributors using general inventory should create a record to sell the item to the customer from inventory and treat it as a new purchase for customer specific inventory.
NOTE: Inactive checkbox - this Inactive checkbox is specific to a single CSI control record and allows you to mark a control record inactive without making the product inactive. This is useful for situations where you still offer a product but it is no longer to be stored in CSI or it is to be stored in a different CSI location.