Inventory List
To set up your inventory list go to Settings > Inventory > Inventory List.
The Inventory List page defaults to the Inventory List table. Information about inventory, non-inventory, service, and assembly items are shown in this table.
- Search Bar
- Key in the information you are looking for on the search bar and matching information will populate the table.
- You can search for the item name and SKU, specific list type, sales price, cost and quantity on hand.
- Actions button
- Use this button to add or create new inventory, non-inventory, services, and assemblies.
- The Add Equipment window is also accessible through this button although the items are found under the Equipment table.
- Item records are also deleted using this button.
- The Inventory List has 8 columns.
- Name
- SKU – assigned product code
- Type – refers to either inventory, non-inventory, service, or assembly (bundle)
- Sales Description – brief information about the product
- Sales Price – selling price of a single unit of an item or a single instance of a service
- Cost – acquisition price of a single unit of an inventory item. A non-inventory item, service, or assembly does not have a cost in this list
- Qty on Hand – current stocks on hand. Only inventory items have this information.
- The initial quantity on hand entered in the inventory item set up will be reflected at the start. Any inventory item used/invoiced will be automatically deducted from the quantity on hand.
- Sort the inventory list
- Click on the column header to sort the inventory list according to the selected category.
- List Per Page
- Select the number of items to be displayed per page. Options to choose from are 15, 25, 50
- Use the arrow buttons to move from one page to another.