Bulk Records:  Behind the Scenes

The Edge can manage bulk inventory records with the same precision as individual records and yet still allow you to avoid creating item records for each piece.  How does this work?

 

Bulk records are structured in three levels: 

 

Bulk Master 

Bulk master records are typically based on the vendor style number and provide management of that item regardless of status and quantity.

Bulk Quantity     

Bulk quantity records are a subset of bulk master records, but are based on shipments.  For example, if you receive 10 of a particular bulk item, a bulk quantity record is created.

Instance

Bulk instance records are created when a bulk item is sold or otherwise used individually.  Creation of an instance record depletes the quantity record for that item.  Instance records are very much like non-bulk, fine-item records.

 

To add a new bulk item, you’re really creating a new master record.  After that, to replenish, we recommend using Add by Invoice and typing the style number of the existing bulk master and updating the quantities in the Quantities tab.  Then, as you work with each piece, The Edge will create an instance record for that transaction.