Product Totals
As the title implies, this screen displays various totals as well as milestone dates for a Product. It is accessed by right clicking on a record in the Products Browse.
Most of these fields may not be edited; they are automatically updated as you use Simple Accounting.
You can also view the same information for each linked site, by pressing the click on Linked Sites icon on the Products Browse toolbar.
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LAST TRANSACTION |
This is the date of the last transaction (of any kind), such as an invoice or purchase order, where this Product ID was used.
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TYPE S P C R F/M W F/M |
The last type of Transaction entered using this Product ID. Release Write-Off or Adjustment
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CURRENT STATUS V |
Indicates if the product is in active use. Valid codes are: Void. The product has been written off to a zero value, usually due to damage or theft.
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REORDER ACTION CODES D
G
H
L M N O |
This field contains various indicators concerning the ordering status of each product. It is automatically updated every time you Calculate Usage. There may be up to eight codes displayed at any given time: This product is Customer or Distributor owned and is now Depleted. Reorder now! Usage is calculated by taking counts and the current On Site quantity is greater than that of the last period, but there have been no releases. Usually this means that an incorrect count has been entered. This item is due for reordering based on the number of days you entered to automatically trigger a reorder after the last order. This item is due for reordering because its On Hand Quantity has dropped below the specified Minimum Reorder Quantity. This item is due for reordering because its On Hand and On Site Quantities have dropped below the specified Months To Keep On Hand. The product has had no usage in the current month. This product is currently On Order.
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IMPORTANT DATES AND THEIR QUANTITIES
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LAST SALE |
This is date indicates the last sale or release of this item.
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LAST PURCHASE |
This is the date that this product was last purchased.
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FIRST COUNTED |
The first date when the Product was counted. This date may not be from an F/M Count! If the first transaction was a purchase order to establish an opening balance, then that date would be the FIRST COUNT DATE.
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LAST COUNTED |
The date of the last count taken if this form is a part of a Forms management account.
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