Continue through the Conversion Checklist by next verifying your Inventory Item Records.
Box A:
Accept
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N/A |
Initials |
Item
|
☐ |
☐ |
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Review the detail on the list view to make sure fields populated correctly. Note The Edge item number assigned alongside the old item number.
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Box B:
For 10 items, spot check item details by double-clicking or clicking Edit from the item list view as described below.
Accept
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N/A |
Initials |
Item
|
☐ |
☐ |
|
Verify vendor ID, vendor style number, and the date entered.
|
☐ |
☐ |
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Verify pricing fields (Cost, Re-cost, Lowest, Current, Retail and Sold only for sold items). Select Supervisor to activate any hidden pricing fields.
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☐ |
☐ |
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Verify stock type (all items are converted as stock unless memo or consignment are consistently marked in your old system and these characteristics and examples were provided to us.
|
☐ |
☐ |
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Verify description, notes and detail fields such as metal (if converted)
|
|
☐ |
☐ |
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Verify stones records (if converted). Note: the Stones tab will have a green dot if the item has a stone.
|
|
☐ |
☐ |
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Verify item location (if converted) from the Item Record screen.
|
|
☐ |
☐ |
|
Verify images on several items (if converted).
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|
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To verify your Fine Item Records:
- At the top of your Edge screen, navigate to Inventory tab.
- Click on Items.
- Then click the Find option.
- Type your former item number in the Old Item # field.
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- We recommend starting with an in-stock item. To specify alternate statuses, stock types, and date ranges as needed, select the Type & Status tab on the item filter.
- Click OK to generate a list of matching items.
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Item Record Examples
List View - Verify the details listed in Box A
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Item Record - Verify the details listed in Box B
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Example of how Pricing changes with the options See Cost and See Re-Cost selected from the Supervisor menu
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Continue through the checklist by visiting the next article, Verify Inventory Item Records and Item Details: Memo and Consignment.