The **Inventory Management** feature in Art Center Canvas is designed to handle both unique, one-of-a-kind items (e.g., artwork or handcrafted pieces) and reusable or replenishable items (e.g., supplies or production art items like plates or cups). This system allows you to track inventory adjustments, such as adding new quantities, documenting breakages, or recording losses, ensuring accurate inventory control and reporting. --- ### **Managing Inventory for Unique vs. Replenishable Items** 1. **Unique Items**: - Each unique item has its own **SKU (Stock Keeping Unit)**. - Quantity is usually limited to one or a few. 2. **Replenishable Items**: - These items (e.g., art supplies or production art like mugs) share a reusable SKU. - Quantities are replenished periodically. --- ### **Inventory Receiving and Adjustments Screen** To add quantities, adjust inventory, or document inventory changes, use the **Inventory Receiving and Adjustments** screen. This screen provides a detailed log of: - When items were added or removed. - The cost associated with each adjustment. > **Note**: This screen is used for existing items only. If the item has not yet been created, you must first set it up in the **[[Shop Overview#**Creating a Sales Item**|Sales Item Setup]]** screen. --- ### **Accessing Inventory Management** 1. Navigate to the **Admin Page > Sales Item & Inventory**. 2. Select **Sales Item Receiving and Adjustments**. 3. Ensure you have the appropriate permissions to access this section. --- ### **Steps for Adjusting Inventory** #### **Step 1: Enter or Search for the Item** - Enter the **item code (SKU)** directly or scan it. - Alternatively, use the **item lookup** feature to search for the desired item. - Once located, the item details will load into the Adjustment screen. #### **Step 2: Enter Adjustment Details** - Choose the **Adjustment Type**: - **Receipt**: Add new stock to inventory. - **Breakage**: Record damaged items removed from inventory. - **Lost**: Document items that are missing and removed from inventory. - **Class Supplies**: Document items used for a class. - **Other**: Capture any other types of inventory changes. - Fill out the relevant details for the adjustment, including quantity and cost (if applicable). #### **Step 3: Save the Adjustment** - Click the **Adjust This Item** button to save your changes. - The quantity will immediately update in the system. - The adjustment will appear in the **History List** for that item. --- ### **History List and Reports** 1. **Viewing History**: - Each adjustment is logged in the **History List**, providing a chronological view of changes made to the item. 2. **Reports**: - Print a report of any transaction directly from the History List. - Reports include details such as adjustment type, date, quantity, and cost. 3. **Reversing Transactions**: - If needed, you can reverse an adjustment from the History List to correct errors. - **Note**: Adjustments cannot be deleted, only reversed. --- ### **Processing Additional Adjustments** 1. Click **Clear/New** to reset the screen for a new adjustment. 2. Repeat the steps for the next item. --- ### **Best Practices** 1. **Accurate SKUs**: - Ensure all items have accurate SKUs to streamline inventory management. 2. **Document Adjustments**: - Record all adjustments promptly to maintain an accurate inventory record. 3. **Use Reports for Auditing**: - Regularly print and review reports to verify inventory levels and detect discrepancies. 4. **Avoid Deletions**: - Use the reversal feature to maintain an audit trail instead of deleting adjustments. --- ### **Common Use Cases** 1. **Adding New Stock**: - Use the **Receipt** adjustment type to increase quantities for replenishable items. 2. **Documenting Breakage**: - Record damaged items using the **Breakage** adjustment type. 3. **Tracking Losses**: - Use the **Lost** adjustment type to remove missing items from inventory. 4. **Replenishing Supplies**: - For frequently restocked items like art supplies, use **Receipt** adjustments to update quantities.