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In-Depth Overview of the Inventory Module

This page gives you an overview of the Inventory module. This is where you manage your physical inventory.

Buttons

List types

  • Inventory: Displays what is physically available in your store; exception being negative on-hands.
  • Catalog: Displays a list of all the products you ever had in store. This is where you edit your products’ attributes.
  • Sold: This is where you’d search sold items.

Navigate by category
Perform search
Global Search
View detail
Show filters

Actions

Add to invoice
View the contact
Inventory: Add a bundle

Catalogue: Add an item

Edit inventory
Clone selected product
Disassemble bundle
Actions performed on this inventory
Delete quantity

Tools

Refresh list
Print list
Print labels
See reports

Management

Display deleted items
Reactivate selected items

Left panel

The panel on your left displays your inventory’s and catalog’s categories. The “View sub-category Content” icon (circled in purple in the image above) is useful when you are doing an extensive search in your folders and subfolders.

Interface details

In this screen you will be able to see the items in your inventory or in your catalog. There are three types of lists: Inventory, Catalog and Sold. Columns and actions can vary depending on which list you’re looking at.

Columns displayed for Inventory and Sold lists

Category Shows the category label
F Color based on item status (RMA, Required Action, Sold without inventory or Action Required Completed)
E Item with a potential error
P Item with a photo
D Item with a discription
O Item is available for sale online
S Item without packaging
K Item is part of a kit/bundle
I Available for inter-store transfer
% Item has a price change pending for approval
C Item is in consignment
Status This is for serialized items that have either been attached to an Order, a Repair or has been Rented
Item # Shows the serial number assigned to an item or its quantity that is available in your inventory
Item name Item name; same name as displayed in the catalog
N/U Indicates if the item is new or used
Local item Indicates if was created locally in your system or comes from the master database
Local price Indicates if the price of the item is for your store only or it’s the master’s price
Cost The unit cost of the item. Please note that if it’s a quantity type item, it will display the average item cost
Promo Displays a promotional price if a discount was set in the Promotion function
Retail price Displays the retail price of the item
Rental $ Displays the rental profit for this item
Profit Displays the item’s total profit, including rental profit.
Rent only Indicates if the serialized item is only for rent.
Index code The index code assigned to your item is for cases where the item’s packaging is stored in a different area of your store and the item is stored elsewhere
Serial number Displays the product’s serial number
Release date The date that the item became available for sale
Product attributes Lists an item’s attributes along with their respective values. This section can be longer or shorter depending on the quantity of product attributes you have configured
Date The date the item was added to your inventory
Edit date Date that the item was last modified
By The person that last modified the item
Origin The supplier or person that you purchased the item from

Columns displayed for Catalog List

Category Display the category label
E Item with a potential error
P Item with a photo
D Item with a discription
T Item with a note
O Item is online
$ Item has a price change waiting to be approved
% Item has an active promotion
In stock (new) Indicates the quantity of new items in stock
In stock (used) Indicates the quantity of used items in stock<
Item name Item name; same name as displayed in the inventory
Local item Indicates if was created locally in your system or comes from the master database
Local price Indicates if the price of the item is for your store only or it’s the master’s price
Buy used Used cost for item
Sell used Used sale price
Buy new New cost for item
Sell new New sale price
Release date The date that the item became available for sale
Product attributes Lists an item’s attributes along with their respective values. This section can be longer or shorter depending on the quantity of product attributes you have configured
UPC List of the UPC codes and their values. This section can be longer or shorter depending on the quantity of UPCs you have configured
Edit date Date that the item was last modified
By The person that last modified the item
Last price change The date of the last price change on the item

 

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