Inventory Inquiry

Inventory Control Menu -> Sales Inventory/Rental Inventory -> INQUIRY button -> Inventory Inquiry

Texada Web Stand-Alone Menu -> TW - Parts/TW - Assets INQUIRY button -> Inventory Inquiry

Counter Menu -> Counter Worksheet product details -> Inventory Search window -> Select field window -> Inventory Inquiry

Inventory Control Menu -> Detailed Inventory Inquiry -> INQUIRY button -> Inventory Inquiry

This inventory information option can potentially encompass all inquiry screens for sales and rental equipment, but it can also be customized to limit employee access to provide only the information that the employee requires, as setup in the Inventory Inquiry Categories.
Access to each inquiry option is dependent on the Inventory Inquiry Category assigned to the employee in Operators.
e.g. Counter, Sales, Accounting, Service Department, Delivery

This inquiry option can be accessed from the Inventory menu, or from Sales Inventory/Rental Inventory by clicking on the INQUIRY button at the bottom of the screen after selecting a product.
It can also be accessed from the product detail Inventory Search window in the Select field of Counter Worksheet.

PRODUCT #

Accept the default product number, or enter the Sale or Rental Product number, or select it from the Inventory Search window.

MAP

The MAP button is only displayed for non-bulk rental products if there is location data logged in the GEO Location History.
Click the MAP button to view the product location in 'Google Maps' based on the last location co-ordinates.

DESCRIPTION

The primary description of the selected product is displayed.

Note: When viewing Open documents in the Document Inquiries options of this inquiry, all eligible open documents with any outstanding products are included in the display, and all products on those documents are listed regardless of the individual product status.
Whereas the document windows on the Detailed Inventory Inquiry using the Open documents selection, only displays the outstanding products on the documents and suppresses the closed or filled products.

Data Security Controls:

Access to information can be customized, so that operators can view only information according to the category assigned to them.
The information that can be viewed by an operator category is defined in the Inventory Inquiry Categories, and the Category is then assigned to the employee in Operators.

Note: The Function name for each information topic is listed in brackets beside the topic name below (e.g. RSRQ50F).
Use these function names to define which topics should be viewed when setting up the Inventory Inquiry Categories.

The complete inquiry option list includes:

View Information (TITLE):
Each Title can also be modified to suit your preference in Inventory Inquiry Categories.

PRODUCT INFORMATION (RSRQ50F)

This inquiry provides general product information such as categorization, status, vendor, quantity, and last document information.
For more details on the fields displayed in this inquiry refer to Sales Inventory or Rental Inventory.

PRODUCT COSTS (RSRQ50G)

This inquiry provides the current cost information for the product per single unit as outlined in Product Costs.

RATES (RSRQ50H)

This window applies only to Rental Equipment and displays the rate structure and security deposit for the product, as outlined in Rate Information.
The unique Rate Information - with Alt DW Calculation window is triggered when the Alternate DW Calculation Type processing has been activated in the Company Contract Parameters and the Enable Multi-Tiered Pricing feature has been disabled in the Company Contract Parameters.

This information is not applicable to Sales parts.

SPECIAL PRICING (RSRQ50T)

This window displays any Special Pricing setup for volume sales of this item.
For more details refer to Special Pricing Search.

Click on the SALES HISTORY button to view the Sales Product History.

LOCATIONS (RSRQ50I)

This window provides the current quantity statistics of this item by location, including the Bin#, the quantity On Hand, on Contract, on Reservation, on Order, on Purchase Order, on Work Order, and Back Ordered, as outlined in Inventory Location Quantities.

A window is provided to view View Inventory Change Quantities.

RE-ORDER INFORMATION (RSRQ50J)

This window provides the Make/Model and Re-Order information stored for this item.
For more details on the fields displayed in this inquiry refer to Re-Order Information.

KITS (RSRQ50K)

This window only applies if a Kit has been assigned to this product.
Refer to Kits for more details on the Kit features.

SUGGESTED SALES LIST (RSRQ50L)

This window only opens if an SSL has been assigned to this product.
Refer to Suggested Sales List for more details on the SSL features.

SAFETY NOTES (RSRQ50M)

This window only opens if any Safety Notes have been entered for this product, as outlined in Safety Notes.

SPECIFICATIONS (RSRQ50N)

This window displays any specifications for this product, as outlined in Equipment Specifications.

ASSET TAGS (RSRQ50O)

This window applies only to Rental Equipment and displays the Fixed Asset information stored on the product tags.

• If the inquiry is for a bulk item with multiple tags, a selection window is provided to chose from a list of tags for the product, as outlined in Asset Tag Search.
• If the inquiry is for a non-bulk item then the tag information displays immediately with windows to the Accumulated Additions, Depreciation history, Warranty Information, and Alternate Book Value, as outlined in Asset Tag.

LEASE INFORMATION (RSRQ50P)

This window applies only to Rental Equipment and displays any leasing data as outlined in Lease Information.

BARCODES (RSRQ50Q)

This window displays any barcode numbers as outlined in Barcodes.

WEBPAGE OPTIONS (RSRQ50R)

This window applies only to sales parts and displays web information as outlined in Webpage Options.

SERIAL NUMBERS (RSRQ50S)

This window applies to serialized sales parts and to rental products.

• For serialized sales parts, it displays all serial numbers ever registered for this sales item, as outlined in Serial Numbers.
• For rental inventory, it displays the serial number from the Fixed Asset Tags with the tag status and owning division in the Asset Tag Serial Numbers window.

ALTERNATE VENDOR PURCHASING (RSRQ50U)

This window displays any alternate Vendor information for this product, as outlined in Alternate Vendor Purchasing.

Document Inquiries (TITLE):

VIEW CONTRACTS (RSRQ51A)

This window displays complete details on closed and/or open contracts.

Selection filters can be applied using the Document Search Utility that provide the option to choose the contracts using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
Billed contracts, Current/History, or Open/Closed contracts can all be specified for the selection list.

Windows are then provided to view the Status and Pickup Trx, contract Header, Details, Totals, and any invoices generated from the contract, as outlined in View Document Information.

VIEW INVOICES (RSRQ51B)

This window displays complete details on invoices, in current, batch and history.

Selection filters can be applied using the Document Search Utility that provide the option to choose the invoices using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, Location, and Invoice Type.
Current/Batch/History invoices can all be specified for the selection list.

Windows are then provided to view the invoice Header, Details, Totals, and the original contract where applicable, as outlined in View Document Information.

VIEW EXCHANGES (RSRQ51C)

This window displays the details on product exchange transactions, as entered in Exchange by Contract.

Selection filters can be applied using the Document Search Utility that provide the option to look for the exchanges using the following selection range criteria: Contract#, Date, Old Product, New Product, Group, and Class.

The Exchange History Inquiry screen displays Date, Time, Products In and Out, and the contract#. An Asterisk (*) identifies any unconfirmed exchanges.
Click the EXP/CON button or press <F9> to view product descriptions, Meter information and Notes.

The window on the Contract# field provides further windows to view the Status and Pickup Trx, contract Header, Details, Totals, and any invoices generated from the contract.

VIEW RESERVATIONS (RSRQ51D)

This window displays complete details on existing reservations, as entered in Reservations.

Selection filters can be applied using the Document Search Utility that provide the option to choose the reservations using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

Windows are then provided to view the reservation Header, Details, and Totals, as outlined in View Document Information.

VIEW QUOTATIONS (RSRQ51E)

This window displays complete details on existing rental or sales quotes, as entered in Quotations.

Selection filters can be applied using the Document Search Utility that provide the option to choose the quotations using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

Windows are then provided to view the quotation Header, Details, and Totals, as outlined in View Document Information.

VIEW WORK ORDERS (RSRQ51F)

This window displays complete details on closed and open Work Orders, as entered in Work Orders.

Selection filters can be applied using the Document Search Utility that provide the option to choose the W.O. using the following selection range criteria: Document#, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.
Current, History, or both can be specified for the W.O. selection list.

Windows are then provided to view the W.O. Header, Parts Details, and Totals, as outlined in View Document Information.

VIEW ESTIMATES (RSRQ51J)

This window displays complete details on existing estimates, as entered in Work Order Estimates.

Selection filters can be applied using the Document Search Utility that provide the option to choose the estimates using the following selection range criteria: Document#, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

Windows are then provided to view the estimate Header, Parts Details, and Totals, as outlined in View Document Information.

VIEW SALES ORDERS (RSRQ51G)

This window displays complete details on existing on orders, as entered in Sales Orders.

Selection filters can be applied using the Document Search Utility that provide the option to choose the orders using the following selection range criteria: Document#, Date Out, Date Due, Bill Name, Ship Name, Customer, Site, Product, Group, Class, Division, and Location.

All orders, or only open orders can be specified for the list.
Windows are then provided to view the order Header, Details, and Totals, as outlined in View Document Information.

VIEW PURCHASE ORDERS (RSRQ51H)

This window displays complete details on closed and open Purchase Orders, as entered in Purchase Orders.

Selection filters can be applied using the Document Search Utility that provide the option to choose the P.O. using the following selection range criteria: Document#, Date Out, Vendor, Product, Group, Class, Division, and Location.
Open, Closed, or both, can be specified for the selection list.

Windows are then provided to view the P.O. Header, and product Details, as outlined in View Document Information.

VIEW WAREHOUSE TRX'S (RSRQ51I)

This window displays complete details on closed and open warehouse receiving transactions, as entered in Warehouse Receiving.

Selection filters can be applied using the Document Search Utility that provide the option to choose the warehouse transactions using the following selection range criteria: P.O.#, Date, Vendor, Product, Group, Class, and Location.
Open, Closed, or both, can be specified for the selection list.

The warehouse receiving inquiry screen displays Warehouse Trx#, Vendor#, Name, Date, and P.O.# where applicable.
Click the EXP/CON button or press <F9> to view vendor product#, packing slip, quantities received and invoiced, A/P cost, A/P invoice#, location, and closed flag.

The window on the P.O.# field provides further windows to view Purchase Order Header, and product Details.

VIEW INVENTORY TRANSFERS (RSRQ51M)

This window displays complete details on existing inventory transfer transactions for a product, as outlined in Inventory Transfers Inquiry.

General Inquiries (TITLE):

AVAILABILITY (RSRQ52A)

This window displays product requirements and availability, by calendar format or by document/date listing as outlined in Product Availability Inquiry.

Note: The Requirements Inquiry also provides the ability to check on complete product and group bookings.

REPAIR HISTORY (RSRQ52B)

The repair history on the product is displayed in this window as outlined in Repair History.

REVENUE HISTORY (RSRQ52C)

This inquiry lists all invoices issued for this product. It show the quantity rented or sold, revenue and cost, and also the margin for each invoice as outlined in Revenue History.

FILE ATTACHMENTS (RSRQ52E)

This window provides access to any attachments associated with the product as outlined in File Attachments.

Note: This option does not apply and is not available if the Attachment feature has not been activated, by defining the directory in the Directory for Attachments field in the Company Miscellaneous Parameters.

Finished?

Click OK to exit the Inventory Inquiry utility.