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From the Navigation Panel select Inventory. Then select Products. From the Product list

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view you need to know how to complete all the basic actions below. You should then learn how to complete all of the advanced processes.

Basic Inventory Processes

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How To

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Video

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Checking imported product data before training leads to a better training experience

Select the 'Products' list view from the 'Inventory' option on the navigation panel. Check sell prices, supplier cost prices, product units for a few key products. In particular check product supplier costs for products you buy in one unit such as box and break down to stock in smaller units such as each. Check sell prices for those products as well. Also check product units and quantities.

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Find a product

Use the Text To Search (Search) field at the top right of the window or enter the Product ID or name on the filter row above the products list.

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Adjusting incorrect stock levels using a stock quantity adjustment

Start stock adjustments list view from the inventory navigation panel. Click on new, enter a product to be adjusted and a reason for adjustment, then finalise the stock quantity adjustment

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Range rationalisation and viewing active or archived products

Select the All Products view from the filter pull down list above the products list to view All Products.

Select the Active Products view from the filter pull down list above the products list to view only active products.

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Create a new product

Click on button New, key in the Product ID, select a new category, key in the name of the product. Adjust settings on the general, sell prices, sites, suppliers and settings tab. Click on button Save when finished

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Change a existing product

Search for the product, edit the fields that you require changed. Click on button Save if you have made any changes.

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Select the All Products view from the filter pull down list above the products list to view All Products.

Select the Active Products view from the filter pull down list above the products list to view only active products.

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Using the Price Calculator

Find the product you are interested in. Then click on the price calculate button on the ribbon above the product.

Tip
Price Calculator can also be accessed from the Tools menu.

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Adding notes to products and optionally setting them to display on sales

Find the product to which a note is to be added. Click on the Notes button on the ribbon above the product. Enter your note text, set display on sale if required then click save.

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Correctly setup product categories and get the most from sales reporting and the general ledger

From Administration on the Navigation Panel, Click on Product Categories. Check the available categories and the general ledger account overrides on the category branches. Check you non-stock categories are broken up sufficiently to cover your service and other work.

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Adding notes to products and optionally setting them to display on sales

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