Inventory: Add New Supply Item (Read Time: 4 mins)

A video resource on this topic is available here: Inventory: Add New Supply (Video).

In Dx5, Supply items are defined as those used in Packaging/Bottling runs - think about your bottles, caps, cases, shrink wrap, etc. Other types of Supply items can be stored in this category, but it is a system requirement that Supply items which will be attached to Finished Products for depletion during Packaging/Bottling are stored within this category specifically. 

To add a New Supply item to Dx5:

• Navigate to Inventory > Overview
• Click the "+Add Item" button in orange in the top right corner
  
  
  
• Once on the New Item form, enter a Name for this item
• Click the Item Category drop-down menu, and select Supplies. The form will populate new fields to complete based on the category selected here.
• Enter an optional Item #, if desired (for internal tracking purposes only)
• In the Track By field, select the appropriate unit of measure for tracking this item
  • "Count" is the best choice for items such as Bottles, Caps, etc. Volume/Weight Unit options are available for other Supply types. 
• Enter an optional Description for this item, if desired.
• Check the Dated box to assign an item creation date in the past. If this option is not selected, the item's creation date will be the date/time of entry.
  • This option should be utilized by users who intend to create an inventory item, and then backdate the first inventory transactions on this item.
  • QBO-enabled Users: Assigning a past creation date to the item will push the correct creation date to QBO in the onset, prevent backdating errors when those initial inventory transactions are entered.

Supplier Info:

• Select the appropriate Supplier for this item from the drop-down menu. 
  • If a Supplier is missing from this list, add them to Dx5 via Contacts > Suppliers.
• Enter an optional Item ID, if desired (for internal tracking purposes only).
• Enter an optional Default Cost for this item.
  • The cost entered here should be the price you expect to pay for this item sourced from this Supplier. If uncertain, enter $0 or leave the field blank. Users will always enter the actual Cost for this item when receiving inventory into Dx5 via Inventory > Purchase Orders. 
• Enter an optional Reorder Lead Time and Reorder Lead Time for this item.
  • Learn more about establishing Reorder Alerts on items in this article: Inventory: Set Reorder Alerts and Amounts (Read Time: 30 secs)
• Click Save Supplier to save supplier details
  

Storage Profiles:

• Click Green “Add Profiles” button to establish Storage Profiles. This section is optional.
  
• Select the appropriate Container Type (ex: box, pallet, vat, etc.)
• Enter the appropriate Units per Container
  • Example: if this item can be ordered/stored in a Box of 500 units, Sack of 50 pounds, etc., Storage Profiles can be established for inventory tracking.
    
• Click Save Profile when finished.
  • If you'd like to make this profile the default Storage Type for this item, click Make Default. The system will display inventory based on the Default Storage Profile designation. The option to Delete also appears here if entered incorrectly.  
    

Starting Quantity:

• Enter the Starting Quantity on hand for this item at time of creation. If none, enter "0". 
• Select the appropriate Units for adding this item.
• Add a DSP Total Value for this item, if desired. If none, enter "0". 
  • Batch Costing/QBO users: enter an accurate total value here for proper Average Unit Cost calculation and tracking. 
• Distilled Spirits Plant is the default location for all inventory storage, so users will be asked to add inventory here first; if you have additional warehouses established in your Dx5 system, such as the "Tasting Room" warehouse in the screenshot below, check the box next to the inventory warehouse name to add Starting Quantity as applicable to those warehouses. 
  

Click Create when finished to save the new Supply. If additional Inventory Items (Raw Material, Supply, Finished Product, VAP) need to be added to DISTILL x 5, click Create & Add Another to save the new Supply and re-open the Add Item form so users can jump right into their next build: