Use inventory to manage products/services to purchase and sales.
Add Product/Service
Add product/service you use regularly in transactions where you can to track quantity and value. Alternatively, you can also add contact while creating transaction.
- Click on the Inventory from the left side menu, then you can see more menus under Inventory.
- Click on Product List
- Click on the Create New button.
- Now you will see a page with form to add product/service.
- Enter product/service details.
- Item Key: Enter item code or key.
- Item Name: Enter item name.
- I Track This Item: Check the checkbox if you want to track this item to record the quantity and value on hand. Either, item will be saved but won't keep a record of the quantity and value on hand.
- Description: Enter item description.
- I Purchase This Item: Check the checkbox if you purchase this item.
- Expected Purchase Value: Enter expected purchase value.
- Purchase Description: Enter purchase description.
- I Sell This Item: Check the checkbox.
- Expected Sales Value: Enter expected sales value.
- Sales Description: Enter sales description.
- Active: Check the checkbox if the item is in product/service list.
- Item Image: Browse & Select picture of the item from your computer.
- Click on Save button.
- Your products/services will display under the Product List.
Edit Product/Service
- Edit product/service to adjust updated information of the product/services.
- Click on the Inventory from the left side menu, then you can see more menus under Inventory.
- Click on Product List
- Click on the Edit button under Options column.
- Now change information.
- Click on Save button.
See Product/Service Individually
To see product/service's average cost, available quantity, transaction history and quantity in order of purchase and sales.
- Click on the Inventory from the left side menu, then you can see more menus under Inventory.
- Click on Product List
- Click on the View/Detail button under Options column.