Class - Empower Inventory Reports with SapphireOne's Class Inquiry

Inventory Class Inquiry Overview

The SapphireOne Inventory Class Inquiry screen allows for the grouping of inventory items into Classes for the purpose of creating inventory reports and queries by Class.

This is the same Inventory Class Inquiry screen found in in SapphireOne Inventory Mode.

The screen below is displayed when you select Look or Modify a line selected from the Inventory Class Inquiry.

Inventory Classes are NOT company specific. When a new Inventory Item is created and the General Ledger accounts have been entered in the linked Inventory Class, SapphireOne will offer to clone the General Ledger accounts as entered. If multiple companies are running in the data file it is NOT recommended that the General Ledger accounts be entered here in the Inventory Class as the General Ledger accounts may be from the other companies. 

Inventory Class Area

  • ID – Enter an ID for your Class (Please note this will be displayed in all Companies in your data file).
  • Name – Enter in a Name for this Inventory Class.
  • Company ID – SapphireOne will assume the Company that the user is currently logged into.
  • Project Settings – This Project setting in an Inventory Class is set here when running Project Costings.
  • Inventory Settings – The selection made in this Inventory Settings drop down menu is crucial when the Importer/Tariff function is used.
  • Tariff – If a tariff is to be applied enter it here. Tariffs have to be setup first so that an existing tariff may be linked here.
  • Duty – This is the Duty percentage as set up in the Tariff.
  • Margin Type – Select the Margin type.

Grouping Area (Tags)

There are six available tags in an Inventory Class screen. All tag headings can be customised by the user.

When data has been entered into the Tags of an Inventory Class, only the data within the Tags in this Class will flow through for selection from the Tags in an Inventory Item that has been linked to this class. If a user needs to create new data for a Tag from within the Inventory Item, the new data will update the relevant Class Tags that the inventory item has been linked to.

Each tag created at the first level has a second level sub list. Similarly, each tag at the second level has a third level sub list. For example, in the chart below we have a single first tag as Tops. But the user may create as many tags at any level as they want. Once Tops is selected we will see the second tag grouping the user has set up of T-Shirts, Singlet and Polo to select from.If we select T- Shirts we see the third tag grouping set up by the user of SM through to XXXL.

Please note that selecting the Tag Grouping check box is crucial to the correct operation of tags within the SapphireOne Inventory Class.

Linking to Base Inventory Inquiry

The user will note that there are three tags that are exactly the same as in an Inventory Inquiry. When data is entered into these Inventory tags it is normally displayed for all inventory items irrespective of Class. It is the same three tags for the entire Inventory. 

When the check box is selected here in an Inventory Class inquiry, the Tags in an Inventory Inquiry are directly linked for this class only (On a Class by Class Basis).

Once the tag field has been selected, the user may enter Tag list data into either the Inventory item itself or into the Inventory Class. The tag lists from both functions will operate in parallel, so the user will only need to enter any Tag data into one of the fields.

Accounts Area

The General Ledger Accounts show the default GL account links that are updated when the Inventory transactions are posted. These four accounts include Sales, Cost of Goods, Assets and Variance. You will be required to enter your General Ledger accounts for each of the four.

If any General Ledger accounts are entered here, they will be only used as the third option by SapphireOne when it looks for General Ledger accounts when an Inventory item is processed. It must be understood that it is not a requirement that a Location is linked to a Department. However, a Department must be linked to Company. All Inventory Items must have a location selected and by default SapphireOne will force this. The following three conditions are used by SapphireOne when looking for G/L accounts. 

  1. Provided that the Inventory item is linked to a location, and that Location is linked to a Department, then SapphireOne will use the control accounts for the Department. Using this option will mean that all G/L accounts for inventory use the Company’s departmental based G/L accounts so that they will all be the same. 
  2. If the first option is not present, the next option is to use the G/L accounts as in the Control page of the Inventory item itself. Using option two will mean that the G/L accounts used by SapphireOne will have to be on an Inventory item by Inventory item. 
  3. The third option is to use the G/L accounts as entered here in the Class. Using option three will mean that the G/L accounts entered will be setup on an Inventory Class basis. 

Custom Header Area

The Custom Header area contains a series of fields that can be customised to the users particular requirements. Please read below for further information on how to customise Custom pages within SapphireOne.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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