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Setup Inventory
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...
Setup Product Lines
The Product Lines are how to identify the brands your business carries. To setup a Product Line follow these steps: Go to the Navigation Menu > Setup > Setup Product Lines Click Add New or click an existing Product Line to edit By default, the ...
Setup Worker Permissions Glossary
SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...
Inventory Adjustments Report
Location: Reports > Inventory & Gift Reports The Inventory Adjustment Report tracks any changes made to your inventory counts by workers in Manage Inventory or Setup Inventory, specifically updates to the On Hand quantities. Overview This is a daily ...
Inventory Usage by Product Report
Location: Reports > Inventory & Gift Reports The Inventory Usage by Product Report allows businesses to track inventory usage within a selected date range and filter results by Product Line, Inventory Group, Company or Worker. To generate this ...