Inventory List

To set up your inventory list, go to:
Settings > Inventory > Inventory List

Overview

When you open the Inventory List page, you’ll see a table with all your active inventory items. This includes:

• Inventory items
• Non-inventory items
• Service
• Assembly

You can create, deactivate, or assign items to PriceBooks from this page.

Switching Between Active and Inactive Items

If you deactivate an item, it moves to the Inactive Inventory table.

To switch between Active and Inactive lists:

1. Click the Actions button.
2. Choose either Show Active or Show Inactive.

Inventory Table Columns

Both the Active and Inactive tables have the same columns:

• Name – What you named the item.
• SKU – The item’s inventory code.
• Type – Inventory, Non-inventory, Service, or Assembly.
• Sales Description – A short description of the item.
• Sales Price – The price you sell it for.
• Cost – How much it costs you to get the item.
• Qty on Hand – How many you have in stock (Not shown for Services or Assembly items).
• Bar/QR Code – A checkmark means the item has a barcode or QR code.

Sorting Items

Click on any column header (like Name, SKU, Type, etc.) to sort the list. This works in both Active and Inactive tables.

Searching the List

Use the search bar to quickly find an item by name or SKU:

1. Type what you’re looking for.
2. Click the search icon.
3. Matching results will show up in the table.

Items Per Page

You can choose how many items to display per page:
10, 25, 50, or 100

Use the Previous and Next buttons to move between pages.

Actions Button

In the Active Inventory Table:

You can:

• Add new inventory, non-inventory, service, or assembly items.
• Create new equipment records.
• Deactivate (make inactive) items.
• Set Cost/Price for multiple items at once.
• Switch to the Inactive Inventory list.
• Print Labels – generate barcodes or QR codes.

In the Inactive Inventory Table:

You can:

• Reactivate (make active) items.
• Delete items.
• Switch back to the Active Inventory list.