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Materials Management

part of the Financial View product line, by Caselle, Inc.

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Maintain accurate totals of on hand inventory. Issue parts and assemblies to jobs for accurate costing.

Use the Caselle Materials Management program by itself, or use it with the Caselle Project Management Suite to track inventory, simplify data entry and purchasing, and report material costs. Using Materials Management in conjunction with other programs in the Project Management Suite will help you fully comply with GASB 34 requirements for tracking and costing inventory.

Software Features

  • GASB 34 tool
  • Tight integration with Caselle Requisitions and Purchase Orders. Use reorder points to create requisitions. Use invoices to create new materials.
  • Use sold inventory transactions to create invoices in Caselle's Accounts Receivable.
  • Sort inventory by department, description, location, or category.
  • Bar code enabled.
  • Vendor tracking by last purchase date and price.
  • Digital image library.
  • Reserve inventory for future projects
  • Inventory value based on average cost, FIFO, or LIFO
  • Project Management Interface enables: overhead and stores clearing calculations, pick lists to issue inventory automatically.
  • Vendor part numbers
  • Inventory reporting by location
  • History tracks changes to record detail.

Sample Reports

  • Inventory Adjustments
  • Inventory History
  • Inventory Levels (On-hand, Reorder Point)
  • Inventory Lists
  • Inventory Turnover
  • Inventory Value
  • Items on Order
  • Materials Issuance
  • Reserved Inventory
  • Transaction Register
  • Vendor List

Interfaces With

  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Project Management
  • Requisitions and PO's

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