View Inventory

There are two primary methods to monitor your inventory. First, you can simply view your inventory in list form by selecting the View Inventory from the Client Info menu. The most efficient way is by using the Inventory Search screen.

Select

From the Client Info menu, select the View Inventory menu item. The search window lists the entire inventory list.

Search

To search for specific inventory items, select the search category (SKU or Description) and type the name or SKU number of the inventory you would like to search. The list will automatically be filtered as you type.

Filter List

Click Show Deleted Items or Hide Memo Items to further filter the inventory list.

Sort List

Click a column heading to sort the list by that category in ascending or descending order. You can filter on multiple columns by holding down the "Shift" key and selecting additional columns after making a primary selection. The primary column will be highlighted in blue, secondary columns in gray.

Add Inventory

Click the Add a new product link under the Products list. Enter the product information in the fields provided.

View Details

In the Actions column, click the History link to view the SKU numbers’ complete transaction history, or click Edit to change the product information.

View Invoices

View individual records of your weekly service invoices, with convenient links to transaction details.

Select

From the Billing menu, select the View Invoices menu item.

View Details

Click View Details under the Options header to see the related list of shipments for a specific invoice.

Click the Download Detailed Spreadsheet link to export invoice data as a spreadsheet.

Click the Details link to review an individual shipment.

 

Generate Reports

The Reports menu allows you to run and download inventory and transaction reports.

Select

To generate an inventory report, select the Inventory Spreadsheet menu item from the Reports menu.

Generate

Choose to sort the report by SKU number, Descriptions, or Good Inventory. Click Generate to create the report.

View

The report shows your SKU numbers, descriptions, bin number / pallet locations, quantity “good” and quantity “hold”, like the example shown here.

Select

To generate a transaction report, select the Transaction Spreadsheet menu item from the Reports menu.

Generate

Choose to sort the report by Order Date, Ship Date, Order Number, or Customer Name, or search between a specific date range.

Click Generate to create the report.

View

The report shows a list of shipped orders including names, addresses, items, quantities, and tracking numbers for a given date range.