Sage Intacct Inventory Management

Provides standard reports on inventory quantities, values, costing calculations, and transaction activity, including analysis to support reorder decisions.

Covers initial configuration of Supplies Inventory, including its transaction definitions.

Configures GL accounts, cross references, and groupings for items sold through Order Entry.

Manages supply requests and purchases end to end, from approval through fulfillment, to maintain optimal stock levels and internal cost controls.

Sets up bins, bin faces, and bin sizes used to track inventory down to a specific storage location within a warehouse.

Configures how purchased items post to the general ledger, including GL account assignments, GL groups, item groups, and cross-references.

Defines the inventory cycles used to schedule recurring cycle counts.

Defines the running totals Sage Intacct tracks for inventory items and how available quantity is calculated.

Bundles related measurement units — say, inches with feet — under one named group with a defined base unit and a fixed ratio between members; six groups come predefined and custom ones can be added.

Sets up the goods and services tracked as items, including how to add, deactivate, group, and cross-reference them for inventory purposes.

Bundles units of measure that belong together — length or weight, for example — into groups with a base unit and conversion ratios for purchasing.

Configures kits, bundles of individual items assembled and tracked as a single inventory unit, and the process for building or disassembling them.

Configures the categories and distribution methods used to allocate freight, insurance, and other acquisition costs into inventory valuation.

Defines the lot categories used to group and track lots of inventory items.

Captures the freight, insurance, and handling costs added to a purchase so inventory valuation and cost of goods sold reflect the full landed cost of an item.

Defines the product lines used to categorize and report on inventory items.

Configures replenishment methods and demand forecasts used to determine when and how much inventory to reorder.

Defines serial number masks used to format and auto-generate serial numbers for tracked items.

Configures the templates that control the accounting and workflow behavior of Inventory Control transactions, with advanced workflows recommended for greater flexibility.

Groups related units of measure into unit of measure groups with a defined base unit and conversion ratios for inventory tracking.

Defines warehouses and warehouse hierarchies, and tracks on-hand quantities and values down to the bin level within each location.

Covers the initial configuration of the Inventory Control application, including which features and pages to enable.

Runs scheduled cycle counts of small subsets of inventory throughout the year, then reconciles the results and adjusts on-hand quantities without shutting down operations.

Guides sales orders through picking, packing, shipping, and invoicing from a single page, reserving and allocating inventory quantities along the way so they can't be used elsewhere.

Provides utility tools for investigating and troubleshooting inventory transaction discrepancies.

Adds actual or estimated landed costs, such as freight or insurance, to purchased inventory so its valuation reflects the full acquisition cost.

Keeps inventory costs current as purchase prices change, automatically or on demand, so cost of goods sold and financial statements stay accurate rather than misstated.

Identifies items due for reorder and automatically creates the purchase orders needed, suggesting the most economical quantity to minimize holding and ordering costs.

Tracks Inventory Control transactions through their workflow states, from draft through pending and conversion into the next transaction type.

Moves inventory between warehouses or bins from a single transaction, automatically creating the underlying transfer entries and propagating item costs.

Tracks merchandise purchased and sold, integrating with General Ledger, Purchasing, Order Entry, Accounts Payable, and Accounts Receivable so transactions flow unbroken from vendor quote through customer invoice.