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Setting Up The Products

Setting Up The Products You Sell In Your Sales

Instructions For Setting Up Products:

  1. Of course, the catagory for your products will be product and that is the only catagory selection the drop-down menu will offer.
  2. Again, you must assign an ITEM ID for your product . This does not need to be a numerical number.
  3. The PRODUCT TYPE field is optional. You can use this field to further catagorize the items you set up for more precise sorting.
  4. Enter the price that you are selling the product for in the RESALE PRICE field. Just so you do not get confused, that is the price you are charging your customers for the product.
  5. Next, enter the price of the item under the COST column. This is the price you pay for your products, 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 products 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.





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