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Reference Data

Add the reference data

Navigate to Configuration → Inventory. The tabs across the top cover each type of reference data.

  1. Cost Centers: add MAINT / Maintenance and PROD / Production.
  2. Manufacturers: add Apex Tooling (code APX) and Norden Bearings (code NRD).
  3. Suppliers: add Midstate Industrial Supply, with an account number of CF-1001.
  4. UOM: check that EA (Each) exists, and add GAL (Gallons) and FT (Feet).
ReferenceUsed when
Cost centerIssuing stock: which budget the parts are charged to
ManufacturerDefining a part: who makes it, for cross-referencing OEM part numbers
SupplierReceiving stock: who it was bought from
Unit of measureDefining a part: how it's counted
Reference Materials: Cost Centers, Manufacturers, Suppliers and UOM

Cost Centers​

Cost centers classify the financial charge for a stock movement. For example, a Maintenance cost center can be assigned when issuing parts to a work order.

To add a cost center click +, enter a Code and Cost Center name, then save.