Inventory Start-Up

There are two methods of capturing the inventory information at start-up.

1. Import the inventory information, with all the supporting data files from spreadsheets as outlined in Data Import.
   Contact Texada Client Services for assistance.

2. Manually enter the required data information in the following start-up sequence:

   In preparation for loading the inventory, three tables must be setup:

   Chart Of Accounts
   Divisions
   Vendor Information

   
   In order to enter Sales Inventory, load the files in the following sequence:

   Product Class Defaults
   Sales Product Classes
   Groups

   Sales Inventory - Add Sales Parts

   Suggested Sales List (optional)

   
   In order to enter Rental Inventory, load the files in the following sequence:

   Calendar
   Company Default Rates
   Product Class Defaults
   Rental Product Classes
   Groups
   Depreciation Methods
   Depreciation Classes
   Equipment Safety Notes (optional)

   Rental Inventory - Add Rental Products

   Product Kits (optional)
   Spare Parts List (optional)

   
   Inventory can also be entered using:

   Fast-Track Enter Inventory