Inventory Items
Inventory items are products or goods purchased that are meant for resale to customers.
Set-Up a New Inventory Item
- Click on the Actions button and select Add New Inventory.
- 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.
- Save the new inventory item.
- The item will be added to the Inventory List.
Update the Details of an Inventory Item
- Find the item from the Inventory List and click on it to open the Edit Inventory window.
- Update the details.
- Save the changes.
Delete an Inventory Item or Items
- Find the item or items to be removed from the list.
- Tick the checkbox to the left of the item or items.
- Click the Actions button and select Delete.
- The deleting confirmation window will come up. Select Yes to continue, select No to cancel the action.
- 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.
- 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.