F106: Inventory Products

April Fisk -

How to view, enter, edit, delete and sell inventory products, and view inventory product reports.

  1. Viewing a List of Inventory Products
  2. Entering a New Inventory Product
  3. Editing or Deleting Inventory Products
  4. Selling Inventory Products
  5. Inventory Product Reports

Viewing a List of Inventory Products

  1. Click Settings > Inventory Product.

  1. You will see the Inventory Product screen:


Entering a New Inventory Product

  1. Click Settings > Inventory Product.
  2. Click Add Product in the upper-right corner.
  3. Enter the requested information.  Below is an example:
  4. The SKU number is used in conjunction with barcode scanning.  It makes entering-and selling-inventory products fast and easy.

Editing or Deleting Inventory Products

  1. Select Settings > Inventory Product.  You will see a listing of all inventory products.
  2. To edit an item, click on the black edit icon in the Edit column.
  3. To delete an item, click on the red delete icon in the Delete column.
  4. Note: Once an inventory item is sold, it can no longer be deleted.  If there is no red delete icon, in the Delete column, next to an inventory item, then that inventory item cannot be deleted.

Selling Inventory Products

  1. Go to the record of the member, prospect. or employee who is making the purchase, and click on the Point of Sale icon in the Relate Bar.
  2. Note: If you are making a sale to someone not in your database, just click the Point of Sale Control Shortcut running across the top of your screen.
  3. Click the Inventory Item button in the upper-right corner of the screen.
  4. You will see a list of inventory products available to be purchased:

  1. To sell an item, click in the Select column at the left.  A quantity of "1" will automatically be selected.
  2. To update the Quantity or Price of any selected item, just type directly in the field at the right.
  3. When you are finished, click Sell near the lower-right corner of the screen.

Inventory Product Reports

  1. Click Reports > Inventory Report.  You will see a list of all available inventory reports.

 

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