CSA's Inventory Management software is a comprehensive system that computerizes all aspects of the management and control of a perpetual inventory. CSA goes far beyond the simple task of keeping track of quantities on hand. CSA brings together the entire inventory control function; from purchasing to inventory allocation, from physical count processing to detailed audit trails.

ITEM TRACKING

• Supports a 15 character Item-#.
• Tracks inventory in up to 1296 locations per item.
• Supports standard and average costing methods.
• Allows items to be set-up to track inventory by Lot.
• Unit costs for an item may be traced at either the Item, Location or Lot levels.
• Support inventory tracking of catch weight items(tracking both units and weight in inventory).
• Allows items to be flagged as stocked or non-stocked.
• Stores product and packaging dimensions.
• Stores information on product substitutions.
• Stores reasons why backorders are no longer accepted for an item.
• Stores purchasing information for a product, including supplying vendors, purchasing units of measure and ratios.
• Stores list prices and promotional prices for an item.
• Stores information on sales minimun quantities, sales multiples, case quantities and case discounts.
• Stores information on inventory planning and reordering
• Stores US Harmonized Tariff Schedule information for imported items.
• Stores information on engineering drawings.
• Stores statistics on inventory sales and usage by location.
• Allows extended descriptions to be entered for each item. Each line of the extended description can be flagged for use by specific areas of the company.
• Stores information on each publication that an item has appeared in, including page number and position.
• Allows computer files to be associated with an item, and allows the information in those files to be displayed.
• Allows for the creation of a new Item by copying from another item.
• Allows for the mass change of inventory data based on Product Category or Item-# range.
• Produces print-outs for Item Master File data, including:
  • Base Data
  • Inventory Management Data
  • Manufacturing Data
  • All Data
• Produces print-outs of Vendor supplier information for a product, in either Item-# or Vendor-# sequence.
• Prints an Item Standard Price List.
• Prints an Item UPC Code Listing.
• Generates an Inventory Export File, including item information and current inventory quantities.

TRANSACTION PROCESSING

• Processes inventory transactions to record movement of inventory into and out of a location.
• Inventory balances are updated as transactions are processed.
• Inventory transactions are processed by Document Types. Types include: Receipts, Purchases, Jobs, Shop Orders, Customer Orders, Credit Memos, Physical Counts, and Adjustments.
• Document reference numbers are recorded with each transaction.
• Requests lot numbers for items that are flagged as Lot Controlled.
• Requests weight, as well as quantity, for those items that are flagged as Catch Weight.
• Processes transfers between locations.
• Tracks the quanity on-hand for each item and location. For catch weight items, the weight on-hand is also tracked. For lot controlled items, these quantities are also tracked at the lot level.
• Allows Receiving transactions to be processed with "Pending Costs". This allows the cost for a receipt to be identified at a later time, and then distributed appropriately.

PURCHASING & ALLOCATIONS

• Tracks open purchase orders for inventory items.
• Tracks the Quantity On-Order for each item and location.
• Prints Open Purchase Order Reports by Item and Vendor and Planner
• Automatically tracks inventory allocations that occur through CSA Customer Order Processing and CSA Shop Floor Control.
• Displays the detail of all allocations made for an item.

PHYSICAL COUNT PROCESSING

• Supports processing of partial and complete physical counts.
• For catch weight items, requests the weight of the counted item, as well as the quanity counted.
• For lot controlled items, requires counting at the lot level.
• Supports cycle counting
• Allows physical counts to be uploaded from handheld units.
• Prints a physical inventory count worksheet.
• Automatically adjusts the perpetual inventory to the physical count.
• Optionally sets uncounted items to zero.
• Prints a Tag Edit List and Physical Count Update Audit Report.
• Uses an "offset" method of updating the perpetual inventory, allowing you to use the inventory system while the physical count is still being processed into the computer.

HISTORY TRACKING

• Keeps an historical record of each inventory transaction.
• Displays the historical activity of an item.
• Prints detailed Inventory Activity Reports, with optional valuation, in sequence by:
  • Item
  • Location
  • Reference Document.

STOCK STATUS REPORTING

• Tracks on-hand, on-order, and allocated quantities, as well as reorder levels for each inventory location and (optional) lot.
• Provides an on-line inquiry into the current stock status of an item at each of the item's locations. ·
• Prints Stock Status Reports, with optional inventory valuation in sequence by:
  • Item Number
  • Product Category
  • Location
  • Planner
• Prints an Obsolete Inventory Report, listing inventory items that have had no activity for a specified period of time.
• Prints an Excess Inventory Report, listing items that currently have inventory in excess of a specified number of months.

REORDER CONTROL

• Allows reorder information to be set-up separately for each warehouse.
• Automatically recalculates Reorder Levels for specified items by using either average demand from prior months, or by using Exponential Smoothing formulas.
• Prints a Usage Exceptions Report of items with volatile usage.
• Allows for the manual entry of Minimum/Maximum reorder points.
• Produces Reordering Advice Reports by Item Number and Location.

ACCESSING ITEMS

• Items can be instantly retrieved by entering any part of the item's description.
• Cross references inventory item numbers to manufacturer and catalog item numbers.
• Provides an inquiry into inventory items via manufacturer and catalog item numbers.
• Provides a system prompting inquiry that allows you to retrieve items based solely on item characteristics.

MISCELLANEOUS

• Prints an ABC Analysis Report.
• Provides for the mass change of data for a group of items.

BAR CODE PROCESSING

• Prints bar code labels.
• Allows product images to be printed on bar code labels.
• Allows physical counts to be processed using hand held scanners, and then uploaded to the system for processing.

INTERFACES

CSA Inventory Management interfaces with the following other CSA modules: Customer Order Processing, Purchasing, Job Costing, Bill of Materials, Labor Performance, Standard Product Routing, Standard Product Costing, Shop Floor Control, and Materials Requirements Planning.

SUPPORTED HARDWARE

• CSA's software operates on the following Windows platforms: Windows 7, Windows Vista, Windows XP, Windows Server 2008, Windows Server 2003.