Mortware Professional Help - Table of Contents

Topics in this Section:

How to get to the Inventory screen - Overview - Categories (Add, Edit, Delete) - Master Inventory List Items (Add, Edit, Delete) - Inventory Detail (Print Price Card, Receive, Edit, Delete, Return)

Print Inventory Details - Print Inventory Reports

HOW TO GET TO THE INVENTORY SCREEN

Method 1: Click on Inventory on the Explorer side bar.
Method 2: Click on the Inventory button on the Button View screen.

INVENTORY OVERVIEW

From the inventory screen, you are able to add, edit and delete inventory categories, inventory items or inventory stock. Also, you can print out inventory reports and price lists.

CATEGORIES

Inventory categories commonly define things such as caskets, urns, vaults, although they can also include any types of inventory that you wish to keep stock counts for. You may add, edit or delete categories from here.

Add a Category:

1) Click on the Add button that is to the right of the Category drop-down box near the top of the inventory screen.

2) In the Categories window, type in a category name in the Category box.

3) Choose a Type for your new category.

4) Type in a Description about your category. (Optional)

5) Click the Save button.

Edit a Category:

1) Click on the Edit button that is to the right of the Category drop-down box near the top of the inventory screen.

2) In the Categories window, change either the category name, type or description.

3) Click the Save button.

Delete a Category:

1) Choose the category that you wish to delete from the Category drop-down box.

2) Click on the Delete button that is to the right of the Category drop-down box near the top of the inventory screen.

3) Click the OK button to confirm the delete.

*Note: You may not delete a category that contains items in it.

MASTER INVENTORY LIST ITEMS

Depending on which category you currently have selected in the Category drop-down box, the corresponding list of inventory items will show in the Master Inventory List. From within this list, you are able to add, edit or delete inventory items.

Add an Inventory Item:

1) Click the Add button below the Master Inventory List grid.

2) On the Inventory Master window, enter in a Code for the item. Code needs to be a unique way to tell the difference between other items. (For example: Ocean Blue Casket might have the code "OCEAN", while the Solid Cherry might have the code "CHERRY".)

3) Continue through the Inventory Master window entering in details about the new item. At the very least, you must enter a code, manufacturer, name and stock type.
Exterior Finish: Refers to the color or look of the outside of the item.
Exterior Material: Refers to the material of the item. (Metal, wood, etc)
Cost: Refers to the price at which the item was purchased by the funeral home (that is, wholesale cost).
Price: Refers to the price at which you typically sell the item for to the contractee.
Tax: Set a default tax code for the inventory item.
Endowment: (Only available to cemeteries) Set the default endowment code for the inventory item.
Interior Material: Refers to the material on the inside the item (lining fabric for example).
Interior Color: Refers to the color of the inside material.
Browse: Allows you to select a picture file from your computer and attach it to the current inventory item being added.
Clear: Removes the current picture attached to the inventory item.
Stock Type: Set the type to "Stock" if it is an item that you regularly have on-hand at your business. Set to 'Non-stock' if it's an item that is only ordered when needed. *Please note that with 'Stock' type items, the system will require a serial number for each item you receive on-hand.
Sundry: If an item is set as a sundry item, the user will be able to enter any description for the item when adding it to a case on the financial screen.
Generate Serial Numbers: (For 'Stock' items only) This setting will let the program automatically generate a serial number for the item when it is received into inventory.

4) Click the OK button once you have the mandatory information entered.

Edit an Inventory Item:

1) Click the Edit button below the Master Inventory List grid or simply double-click the item you wish to edit in the grid.

2) Edit the item as desired from the Inventory Master window that is now open.

3) Click the OK button to save your changes.

Delete an Inventory Item (Make Inventory Inactive):

Only if you have not sold the item to any customers yet will the program allow you to delete an item from inventory.

If the item has already been sold to customers, you must make the item Inactive instead. Here is how:

1) Click the Edit button below the Master Inventory List grid or simply double-click the item you wish to make inactive in the grid.

2) in the Inventory Master window, place a checkmark in the Inactive option at the top right of the window.

3) Click the OK button to save the change.

INVENTORY DETAIL

Depending on which inventory item you have selected in the Master Inventory List, the detail for that item will be displayed in the Inventory Detail list. Furthermore, depending on which View you have currently selected will alter the type of detail you will see. You have the option to show the view of On Hand detail, Sales detail, Recent Sales detail, Returns detail, or Full Detail.

On Hand: Shows you detail about the Stock items that are currently not sold (that is, part of a posted invoice).

Sales: Shows you detail about all items that have been sold (that is, part of a posted invoice).

Recent Sales: Shows you detail about all items that have been sold within the last 45 days.

Returns: Shows you the Stock items that have been Returned to the manufacturer.

Full Detail: Shows you detail about all items that have been sold, returned, and are currently on hand.

Print Inventory Price Card :

1) Click once to highlight the item in the Master Inventory List that you wish to print a price card for.

2) Click the Print Price Card button at the bottom right of the Inventory screen.

3) Choose Print.

Receive Individual Inventory Items (Stock items only):

1) With the Master Inventory item highlighted, click the Receive button at the bottom of the Inventory screen.

2) Confirm or change the Receive Date for the reception of the item into stock.

3) Enter in a serial number for the specific item you are receiving. The serial number needs to enable you to tell the difference between two identical items. For example, two Batesville Ocean Blue caskets each need their own serial number. Please note that it is possible to have the serial number fill in automatically if you created the inventory item to Generate Serial Numbers.

4) Enter in the cost for the item. That is, the price you purchased the item for from the wholesaler.

5) Click the OK button.

Edit Individual Inventory Items (Uninvoiced Stock items only):

1) With the individual inventory item highlighted, click the Edit button.

2) Edit the receive date, serial number, and/or the cost.

3) Click OK to save your changes.

Delete Individual Inventory Items (Uninvoiced Stock items only):

1) With the individual inventory item highlighted, click the Delete button.

2) Click the Yes button to confirm the deletion.

Return Individual Inventory Items (Uninvoiced Stock items only):

1) With the individual inventory item highlighted, click the Return button.

2) Click the Yes button to confirm the return.

PRINT INVENTORY DETAILS

Intended to give you a report of Sales, On Hand, or Return details for a selected Master Inventory item.

How to Print Individual Inventory Detail Report:

1) With a Master Inventory item highlighted, click the Print Details button.

2) Choose your desired options for the report.

3) Click the Print button.

PRINT INVENTORY REPORTS

Once on the Inventory screen, a new set of Inventory Reports will be enabled on your main Reports menu at the top.