Inventory

Set Up Inventory Tracking

Set Up Inventory Tracking After entering your products in the Setup Wizard, you will need to determine and enter three additional numbers for the inventory management and point-of-sale functions to work proper...

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Discontinue or Inactive Products

When a product is discontinued, whether by the manufacturer or because you no longer wish to carry it, its status should be changed to “Inactive.” It will no longer appear on current reports, on your product or...

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Product Use-Up Time

To enable the software to provide reminders of products your client may be running low on, when they are checking out and when scheduling appointments online. You will have to enter Use-Up Times for each produc...

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Mass Update

The Mass Update is the central workhorse of your inventory management system. It is a complete record of all products you have in inventory, both retail and professional. It keeps track of how many of each prod...

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Physical Inventory

We recommend conducting a physical inventory once a month, depending on the size of your business, your inventory and the overall quantity of product you sell. Busy people make mistakes or forget to enter data,...

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Target Quantities

To make the inventory system work for ordering products without counting bottles on the shelf every week, you must enter inventory target numbers. Target numbers are the minimum quantity for each product that y...

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On Hand Quantities

These are the quantities you physically have on your shelves or in the back room at this point in time. A physical inventory must be conducted and an initial On Hand number entered for every product before you ...

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Ordering Products

Recorder quantities are based on the software keeping track of inventory use and comparing on-hand quantity against the target (minimum) quantity you’ve chosen to stock for each product. It is all automated, bu...

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Receiving Orders

Check in… 1. Manage> Inventory> Orders 2. Click the order date for the correct supplier under Placed Orders. 3. Go through the order product-by-product to make sure you received what you orde...

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Product Template

You may be able to save time by transferring your existing product file into an Excel document. Even if you are creating a first-time product listing, you might find it easier to use this Excel format rather th...

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