Material Goods

Setting Up The Materials You Sell/Use In Your Service

Instructions For Setting Up Your Material Goods:

1. The category for your materials will be material which we have already pre-assigned as well as leased equipment charge in the drop-down menu.
2. Again, you must assign an ITEM ID for the material . This does not need to be a numerical number.
3. The MATERIAL TYPE field is optional. You can use this field to further categorise the items you set up for more precise sorting.
4. Enter the price that you are charging for the material in the RESALE PRICE field. Just so you do not get confused, that is the price you are charging your customers for the materials used.
5. Next, enter the price of the item under the COST column. This is the price you pay for your materials, not the price you are selling them for.
6. The UNIT field identifies how the items are purchased from your supplier. If they are sold individually, then enter "each". Other possibilities are sold in pairs, per dozen, or a specific quantity such as 6 or 24.
7. BIN LOCATION is for inventory items and allows you to record the location of each item in inventory. The bin location is printed on the Picking List, if you choose to use it. If you don’t require an inventory location, you can use this field for anything you like.
8. REORDER LEVEL allows you to set the inventory level where you need to reorder your materials so you do not run out of stock. If this field is used, a pop-up message will notify you when your inventory falls below the reorder level when you are recording customer orders.
9. INVENTORY BALANCE indicates how much inventory you have on hand. This feature will track inventory balance as you enter and remove stock from inventory. If a customer order requires more stock then what you have on-hand, a pop-up message will notify you of this so you can place the balance of the order on backorder.