Browsing the Inventory.
To browser and Manage inventory items click on Inventory Management button in top Ribbon Menu or the Inventory Management link on the left navigation menu under the Group Purchasing. See yellow spots on screenshot bellow.
•To edit an inventory Item, double click an item from the list to open it (view-edit mode) or click an item from the list and click the Edit Item button of the menu.
Create a new Inventory Item.
•To create a new inventory Item (Sales Product or Labor Charge) click the New Item button on the menu of Inventory management (see green spot on screenshot).
Here you need to pay attention when creating a new Item to the ITEM TYPE field (second field from the top. see screenshot spot in blue).
✓If the item you are trying to create is a Physical product or a digital product (e.g software download) you need to select Product from the drop down element.
✓If the item you are creating is a labor cost (for example handling fees, computer restore, Virus scan, data recovery and so on.) you need to select Labour from the Drop down element.
This will make the software to calculate correctly the Products and Labour Cost in the Repair View screen
Next you need to choose an Item Part Number (usually a short code or name), a description of the Item, Brand and Category of the Item.
After selecting a brand and category you need to select the default supplier, Tax Band, Price and Warranty of the Item.
On the right side of the form you can optionally store any other custom information your Item may have. For example height, weight and so on.
By default the name of these custom fields are set to Reference 1 to Reference 5. You can change the name of these custom fields from Settings and then click Custom Fields.
Stock Options
Next we have the Stock option settings.
This is also important as it will handle the Item's quantity if we want to count for stock and/or if the item is a serialized.
oSwitch on the first toggle to mark the item as stocked. Stocked items are physical or digital objects whose quantity should be tracked.
oSwitch on the second toggle to mark the item as serialized. Serialized items are objects that have a unique serial number on each unit.
Finally add the stock in hand and reorder quantity you desire and click SAVE or SAVE and CLOSE button from the menu.
Manually Picking a Part from Inventory
If you need to add an Item as a charge to a repair, open the repair service you want, click the Items & Charges Tab and search/select an inventory item from the list.
Adjust quantity and price and click the green add button.
