Inventory Management¶
Manage inventory items, product information, and inventory settings.
The Inventory module provides administrators with the tools to manage inventory items and the supporting reference data that governs how products are identified, classified, priced, and tracked across the POS system.
Navigation: Admin → Inventory
What You'll Configure¶
Item definitions, descriptions, and product information
Item classes, categories, and manufacturers
Price groups and unit conversions
Warehouse locations and supplier management
Documents in This Section¶
Create and maintain inventory item master records with product information, categories, manufacturers, and behavioral settings.
View Documentation →Define location-specific inventory settings for items, including pricing, costing, and quantity on hand.
View Documentation →Define classification codes that categorize inventory items by type and control tax rules and surcharges.
View Documentation →Define conversion rules between inventory items, specifying quantity relationships for bulk to unit conversions.
View Documentation →Display individual items that make up a kit. Kit items are managed in ERP and synchronized to POS automatically.
View Documentation →Define surcharge rules automatically applied to specific item classes when items are added to sales.
View Documentation →Define serial number tracking templates and configurations for bundled inventory items.
View Documentation →Define physical or logical places where inventory is held or sold, such as warehouses and retail stores.
View Documentation →Define product manufacturers and suppliers for inventory categorization and sourcing.
View Documentation →In This Section¶
Item Masters¶
The primary screen for creating and maintaining inventory item master records. Each record captures the full set of information needed to identify an item and ensure correct behavior during transactions - including item key, descriptions, product category, manufacturer, product price group, attributes, unit of measure, UPC code, and behavioral flags such as age restrictions, weighed items, and discount eligibility.
Item Locations¶
Defines location-specific inventory settings for individual items. An item location record ties an item to a warehouse, store, or other inventory location and exposes properties such as the assigned item class, base price, cost, quantity on hand, bin number, vendor, and tax settings. Item location configuration enables location-level overrides or enrichments of the master item data so that pricing, costing, and availability can vary between stores, warehouses, or sales channels.
Item Classes¶
Defines the classification codes used to categorize inventory items by type. Item classes support tax rule application and surcharge designation by ensuring every item is grouped under a consistent category. Each item class specifies whether items in the class are always taxable (overriding customer tax exemptions) and whether the class is designated as a surcharge class for use in automatic item surcharge configurations.
Item Conversions¶
Defines conversion rules between different inventory items, specifying the exact quantity relationship between a source item and a destination item. Item conversions are used to accurately track inventory transformations such as breaking down bulk items into individual units or assembling components into a finished product.
Kit Items¶
Displays the individual inventory items that make up a kit. A kit is a pre-defined grouping of items assembled and sold together as a single unit at the point of sale. Kit item records are managed in Acumatica and synchronized automatically into the POS system - this screen is read-only.
Automatic Item Surcharges¶
Defines surcharge rules that are automatically applied to specific item classes when items are added to a sale. Each configuration specifies a surcharge type code, the item class of the surcharge items to apply, a description, and the associated inventory locations where the surcharge is active. Common examples include bottle deposits and environmental fees.
Bundle Specifications¶
Defines serial number tracking templates and configurations for items that are handled as bundles. Each bundle specification links a master item to a serial number template and tracks the next available serial number sequence, enabling consistent serialization and tracking of bundled inventory items.
Locations¶
Defines the physical or logical places where inventory is held or sold, such as warehouses, retail stores, and service trucks. Location records are referenced by item-location records, stock transfers, and reporting tools to scope inventory quantities and pricing. Each location has a unique code, an optional description, a franchisee flag, and an optional ERP branch code.
Manufacturers¶
Defines the list of manufacturers associated with inventory items. Each manufacturer record consists of a unique code and a descriptive name, providing a reference that can be linked to items throughout the system. Maintaining an accurate manufacturer list supports product identification, reporting, and vendor management.
Product Categories¶
Defines the categories used to classify inventory items. Each product category record consists of a unique code and an optional description, providing a structured way to group and organize items throughout the system. Product categories support inventory reporting, filtering, and item organization.
Product Price Groups¶
Defines the price group codes used to categorize products that share similar pricing structures or discount schemes. Product price groups are typically managed within the ERP and synchronized into the POS system. Each record consists of a unique code and an optional description, and is referenced by item master records to apply consistent pricing logic.
UPC Translations¶
Defines mappings between UPC barcodes and inventory items. Each UPC translation record links a scanned barcode to a specific item and unit of measure, enabling the POS system to correctly identify and price items at the point of sale. A single item may have multiple UPC translations - one for each unit of measure - to support different packaging configurations.
Vendors¶
Defines supplier contact and ordering information used across purchasing and receiving workflows. Vendor records are referenced by item-location records, purchase orders, and receiving transactions to identify where stock is purchased from and how it should be routed. Each vendor record captures contact details, address, payment terms, and shipping method.