How to Add New Inventory
Link to video tutorial: https://www.loom.com/share/969c4c86b189409a9bb2df645a8a8724
Step 1: Click the “New +” button
Step 2: Select “Item” (IMPORTANT: If you are tracking an item by lot #, take care to scroll down to the “metadata” field and add the correct lot #)
Step 3: Enter the product (IMPORTANT: Product must first be added to products and vendors otherwise it will not show here). Enter the vendor (also must be added to products and vendors). Toggle “add to location” and select the location you’d like to send the inventory to. If you want the item to go to your unallocated pool, do not add it to a location. Fill out the rest of the required information, then hit save.
Original Quantity- The quantity of the product that was originally ordered
Current Quantity- The quantity of the product currently on hand
Cost- The cost to the business
Metadata- If enabled, this is where you will enter any custom fields (i.e. lot #)
Is expirable- If the product has an expiration date, toggle this on
Should warn quantity- If you want to receive a notice when stock is running low, toggle this on
Archived- Archives the product and makes it non-usable