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Editing Inventory Items

You may need to update information about inventory items.

Note: In the Inventory Detail dialog box, you can edit easily everything you originally entered for the item except for the Effective date, the Cost Per Unit and Qty On Hand.  To adjust this information, you must click the Adjust button on the Financial tab.

To edit an existing item's information:

  1. Choose Inventory > Manage Inventory, or click the Manage Inventory icon in the Inventory section of the workspace.  
  2. In the Inventory dialog box, select the item and click Detail, or double-click the item.
  3. In the Inventory Detail dialog box, on the Detail tab, adjust the information as needed.
    You cannot adjust the Effective date except by adjusting inventory. (See Adjusting Inventory.)
  4. To adjust financial information about the item, click the Financial tab.
  5. To be able to adjust the Price or Quantity information, click the Adjust button. In the Inventory Item Adjustment dialog box, make the adjustments and click OK. (See Adjusting Inventory.)
  6. To view a log of inventory adjustments for the item, click the History button. (See Viewing Adjustments to an Inventory Item.)
  7. If you have specified locations for items, click the Location tab, and adjust the lists for locating the item.
  8. If you have custom fields set up for inventory items, click the Custom tab and make needed adjustments. (See Defining Custom Fields.)
  9. To add an image, click the Image tab. (See Adding Images to an Inventory Record for information.)
  10. Click OK.