Inventory Tab

Getting Started with Inventory:

Inventory can be tracked for items like notebooks, water bottles that are "one-size fits all" type or you can create option to apply to items to track things more specifically like size/color combinations.

Note: Options must be created and added to item prior to setting up inventory. See Options Admin.

1. Set up the item or choose an existing item. On Inventory tab check "Track Inventory" box. If the sales are going to a Trust type of account the cost account must be the same. Otherwise, you can choose the account.

2. Input current inventory count and unit cost per option (as shown above)

Note: Reserved will display items ordered web store, yet not picked up to help with an accurate inventory count.

In Point of Sale: a matrix will display on screen for user to choose desired item options at time of sale:

Inventory Report: Provides Inventory count and value for a specified time period. Can be run for specific Item, Account or Category as well as date range.

Item Summary Report: Provides break down of item sales for a specified time period by sales price. Can be run for specific Item, Account or Category as well as date range.

Inventory Count Worksheet: Generates a worksheet listing all inventoried items to take physical count.

Ordering Inventory Items using Purchase Orders

Note: Vendor needs to be specified on Basic Tab of Item to be tied to Inventory prior to adding to PO or Check

Options print on PO:

Pull PO onto Check -

Inventory Items will show in the Inventory Section of the Check

Inventory of the item ordered is increased: