Problem. It is confusing and very difficult to get sales data entry staff to use the "slash" key to switch between Misc Items and Inventory Items when doing data entry. They get frustrated and then choose wrong items. Our work around has been to make items that should be Misc Items into Inventory Items.
Sage probably sees the difference between Misc Items and Inventory Items as a requirement of MAS modular sales needs. It does not need to be that way.
Suggestion: Combine Misc Items and Inventory Items into the same table (if they don't already exist in the same table). Use flag fields internally to switch on or off Inventory Item functionality according to what module the user has purchased.
Benefit: Both Misc Items and Inventory Items could be available in the sales data entry and inventory query windows and reports without resorting to unfriendly conventions such as "slashes" or "asterisks". Misc Item sales history could then also be tracked just like Inventory Items sales are now. Sales data entry training would be easier and quality control better. A goal should be to create "end user" sales order entry whether online or done at the sales floor. Such a window should display a photo of the product, description of services, retail price, etc.. However, to facilitate user search, multi-product packaging, etc. it would be much easier for both the user and for Sage if all Misc Items and Inventory Items live in the same file and/or appear seamless to the sales personnel. Last, it will facilitate creating an iphone or other handheld device interface for sales entered from the sales floor or the field.
by: Jeff L. | over a year ago | Sales & Distribution
Comments
The CI_Item table already contains both regular and miscellaneous item codes.
Add something like a "Service" Product Type in Item Maintenance so it can be grouped by product line & used like an inventory item & not a misc item kept in separate tables & modules.
in Quickbooks it was simply called a "non-inventory item" that would be excellent