Inventory Items

Inventory items are products or goods purchased that are meant for resale to customers.

Set-Up a New Inventory Item

  1. Click on the Actions button and select Add New Inventory.
  2. Fill in the item details on the Add Inventory window. Fields with (*) are required.
    • Name* – the item/product name
    • SKU – assigned product code
    • Initial quantity on hand* – beginning balance/count  
    • Reorder Point – the minimum stock level of the product. This indicates that an order has to be placed when the quantity on hand reaches this minimum number. A notification to order more of the item is sent when this happens. 
    • Sales Price/Rate – selling price of a single unit of the item. 
    • Sales Description – a brief description of the product.
    • Cost – acquisition price of a single unit of the product.
    • Purchasing Information – special purchasing notes, if any, such as required order lead time.

    • STOCK
    • Main Warehouse Quantity on hand – Set the quantity of the inventory.
    • Reorder Point – Set the minimum quantity for reordering.
    • Use Serial #’s – Quantity calculates automatically depending on serial numbers.
  3. Save the new inventory item.
  4. The item will be added to the Inventory List.

Update the Details of an Inventory Item

  1. Find the item from the Inventory List and click on it to open the Edit Inventory window.
  2. Update the details.
  3. Save the changes.

Delete an Inventory Item or Items

  1. Find the item or items to be removed from the list.
  2. Tick the checkbox to the left of the item or items.
  3. Click the Actions button and select Delete.
  4. The deleting confirmation window will come up. Select Yes to continue, select No to cancel the action.

  5. If the inventory item being deleted is included in an assembly, the item will not be deleted. An error notification will come up. 
    • The item will have to be removed from the assembly or the bundle will have to be deleted before the inventory item can be deleted from the list.