Use the Purchase Date field (1) to keep track of when you last purchased an item.
Each item is assigned a Stock Number (2).
Type the main Item description in field (3). You will use the Go To Another Item button (above this field) to display a list of other items (or records) to go to.
Additional item descriptions can be entered into both the Description 1 and Description 2 fields (4a & 4b). Change the labels for these fields to suit your needs by clicking the Edit button and entering a new one.
Fill in the Cost Each (5) and Quantity (6) and the Total Cost (7) will be calculated. If you have an unlimited quantity of the item or you only handle special orders, then click the n/a button above the Total Cost field (7).
Next enter the Sales Price(s) by choosing Add Price Point from the menu provided (9). You can add up to four price points for each item. The price you choose from this menu will be displayed in reports as the Retail price.
If the item is Non-Taxable click the button below the Total Cost field (13).
The Remaining Stock Value (10) is calculated from either the cost or the Sales price by selecting one of the buttons below the field.
Use the Show Photo button (11) to select an image of the item to display in Inventory Tracker.
Keep track of when product is sold by entering the date by clicking Today or Choose (12). You will be asked for the quantity and selling price.
Whenever you add an inventory item to an invoice, it will automatically be added to the Date, Qty & Price Sold field (12). The Remaining field (8) will be automatically updated.
There are four types (21) of inventory records. They are; Inventory Item, Service - Flat Rate, Service - Hourly, and Other Charge.
If the Padlock above the Sales Price Each field (9) is in the locked position, the retail price will automatically be used when you add an item to an invoice. Otherwise you will be asked for the selling price.
Specify a Vendor (15) from a list you create. You can add a Reorder (16) point, which is the minimum quantity of the item you want to have in stock. Add the Vendor's Stock # (17) to make Creating a Purchase Order (18) an easy process.
The Notes field (19) allows you to enter any important details or comments. You can use the Expand Notes Field button (20) to enlarge this field.
The Open Invoice Creator button (14) opens a new window where you can specify a customer (from Contact Tracker) and any number of items (from Inventory Tracker) and easily generate invoices, packing slips and labels.
Use the Inventory Report button (22) to generate several different reports.
For information on the unmarked navigation and common
buttons, click here.