Enter a Customer Specific Inventory Record

Select Commands > New from the menu bar.

Enter “item code” <Tab> for the Item.

Enter “warehouse location code” <Tab> for the Location.


The New Control Record dialog box now shows the Item and Location combination that will be used to create the new control record.

Click OK to close the New Control Record dialog box.



Enter/Find the MASTER CUSTOMER CODE you want to associate this item record with.  The Master Customer is used to tie all of the locations for one Customer Specific Inventory account together.

Leave the Sort Code blank.  The sort code is used to sort the Inventory Worksheet and is usually used at customer sites so that items stored together appear on the worksheet together.


Enter the Customer Item Number, where applicable.

Enter the Unit of Measure.  Keep this consistent across all modules.

Enter Estimated Monthly Usage, where applicable.

Estimated monthly usage is used for determining reorder needs on new Customer Specific Inventory items.  Once enough experience is gained from actual usage, it should be adjusted to be just a little lower than actual usage.  In this way, it acts as a fail-safe for calling attention to the low stock status.

Enter a Lead Time.  This should be the length of time from the time an order is placed until the item is available to ship to the customer.

Enter a Minimum Stock Quantity, if applicable.

Click Bill As Shipped.

Bill As Shipped and Customer Owned work together.  If both are flagged, it indicates that an invoice for a release charge and/or freight is appropriate.


Count at Site – In most cases, product released from inventory will be considered immediately used and thus fully removed from inventory. However, occasionally you may have the need to maintain inventory at a customer’s location, periodically conducting On-site Inventory Counts. In these cases, the Item Control Record should be flagged as Count at Site. This will affect how the item is accounted for during the release process and how the available quantity is calculated.


Stock Item – Used to identify an item in the warehouse that is owned by the distributor and may be shipped to any forms management customer.  Generally, only distributors who are not using general inventory will use this.  Distributors using general inventory should create a record to sell the item to the customer from inventory and treat it as a new purchase for customer specific inventory.


NOTE:   Inactive checkbox - this Inactive checkbox is specific to a single CSI control record and allows you to mark a control record inactive without making the product inactive. This is useful for situations where you still offer a product but it is no longer to be stored in CSI or it is to be stored in a different CSI location.

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