Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

Inventory Start-Up


Inventory Overview Information Guide -> 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


Topic Keyword: IC0001