Purpose

The Inventory module is designed to handle complex inventory tracking, while maintaining a full integration with all other features of TRUE.

Inventory Filters

Advanced
Job / Contract	Allows the ability to filter Inventory data by a Cost Center.
Vendor	Allows the ability to filter Inventory data by associated Vendor.
Purchase Order	Allow the ability to filter Inventory data by active Purchase Orders.
Product	Allows the ability to filter Inventory data by products.
Stock	Allows the ability to filter Inventory data by In Stock.
Problem	Allows the ability to filter Inventory data labeled as “Problem”.
Location	Allow the ability to filter Inventory data by stored Location.

Perform a search or filter your inventory results to make inventory adjustments directly within the Inventory module.

Sort	Use this to sort the current set of data based on 6 available criteria. An initial search is required to utilize this sort feature.
Clear	Use this to clear the existing sort.
Problem	Use this to display Inventory labeled as a “Problem”.
Stock	Use this to display Inventory in “Stock”.
Select	Choose specific inventory records.
Advanced Filter	Use this to perform an advanced search for non-standard Inventory related fields.

View Products/Items	Toggle displaying all found Inventory by Product, or by each individual item.
Scan	Perform an Inventory Scan to perform a variety of Inventory related functions.
Plus icon	Create a new manual Inventory item. (Note: This will be un-related to any product data).
"↻" icon	Refresh inventory data display.
Export icon	Export the current set of Inventory data to an Excel spreadsheet.
Report icon	Generate related Inventory reports.
“⚙️" icon - Inventory Counts	Used to manually update entire inventory counts and report on missing or extra items.

PRODUCT	Displays the related Product/Service record.
JOB / CONTRACT	Displays any associated Job or Contract records.
PURCHASE ORDER	Displays any associated Purchase Order records.
LOCATION	Current storage location.
STATUS	Current inventory status.

Product	Item or good tracked in inventory
Cost	Amount paid to acquire/manufacture product
Notes	Additional product details
Vendor	Product supplier/provider
Type	Vendor category/classification
Job / Contract	Associated project/agreement
Used Job / Contract	Product used for job/contract
Location	Product's physical storage location
Purchase Order	Document authorizing product purchase
Status	Product's current state (Shrinkage, Problem, Unapproved, Reserve)

Product (Category)	Product grouping/taxonomy
Unique Material	Distinct product variant/lot identifier
Inventoried Date	Date added to inventory records
Sold Date	Date sold/removed from inventory
Billed Date	Date customer invoiced for product
Shrinkage Date	Date of product quantity loss/reduction
Vendor No	Unique vendor identifier

Select an Inventory record to access the “Edit Inventory” feature.

Product	Assign this Inventory item to an existing Product/Service record.
Material	Specify material type.
Vendor	Associated supplier.
Job / Contract	Linked project or contract.
Stock	Indicate if item is stocked.
Purchase Order	Associated PO reference.
Location	Storage location.
Notes	Additional item information.
Inventory Account	Associated GL account for inventory value.
COGS Account	Cost of Goods Sold account.

Inventory Shrinkage	Lost or damaged inventory analysis.
Inventory by Location	Stock levels by storage location.
Inventory by Category	Items grouped by category.
Inventory by Job / Contract	Items allocated to projects.
Location by Product	Storage location analysis by product.
Inventory As Of	Point-in-time inventory snapshot.
Done Inventory	Completed inventory items.
Problem Inventory	Items with identified issues.
Shelf-Life	Expiration tracking report.

Used to manually update entire inventory counts and report on missing or extra items.