In-Depth Overview of the Inventory Module

Let's learn more about the inventory module.

Buttons at the top of the screen

Menu: Dropdown menu allowing you to add or edit a product or refresh the displayed information.
Inventory: Displays what is physically available in your store; the exception being negative on-hands.
Catalog: Displays a list of all the products you ever had in store. This is where you edit your products' attributes.
Sold: This is where you'd search sold items.
Navigate by category: Allows you the browse your inventory or catalog categories.
Perform search: Allows you to search for items.
Global Search: Allows you to search across your networked stores.
View detail: Enables detailed information about the selected product.
Enable filters: Enables search filters.
Add to invoice: Adds the selected product to the current invoice.
View the contact: Brings up the Contact/Co. module with the product's contact of origin profile.
Add a bundle (Inventory)/ Add an item (Catalog)
Edit Inventory: Allows you to edit the product's catalog information or a serialized item's information in your inventory.
Clone item: Launches the cloning process for the selected product.
Disassemble bundle: If you purchased a bundle of items from a customer, this will allow you to disassemble it and sell each item individually.
Actions performed on this inventory: List of actions done on the selected item.
Inventory : Delete quantity / Catalog : Delete item
Refresh: Will refresh the current list of inventory. It does not work to refresh search results.
Export list: Exports the currently displayed list of products.
Print labels: Prints label of the selected item.
See reports: Allows you to view the Purchase report of the selected item.
Display deleted items: Displays all deleted items of your inventory or catalog.
Reactivate selected items: Allows you to re-enable a deleted product. Note that Display deleted items needs to be enabled first.

Left panel

The panel on your left displays your inventory and catalog categories. The View sub-category Content icon (circled in purple in the image above) is useful when you are doing an extensive search in your folders and subfolders.

Columns displayed for Inventory

Category: Shows the category label.
F: Color code representing the item's status (RMA, Required Action, Sold without inventory or Action Required Completed).
E: Item with a potential error.
P: Item with a photo.
D: Item with a description.
O: Item is available for sale online.
S: Item without packaging.
K: Item is part of a kit/bundle.
I: Available for inter-store transfer.
%: Item has a price change pending for approval.
C: Item is in consignment.
Status: This is for serialized items that have either been attached to an Order, a Repair or are currently rented.
Item #: Shows the serial number assigned to an item or its quantity that is available in your inventory.
Item name: Item name as displayed in the catalog.
N/U: Indicates if the item is new or used.
Local item: Indicates if it was created locally in your system or comes from the master database.
Local price: Indicates if the price of the item is for your store only or it's the master's price.
Cost: The unit cost of the item. Please note that if it's a quantity type item, it will display the average item cost.
Promo: Displays a promotional price if a discount was set in the Promotion function.
Retail price: Displays the retail price of the item.
Retail price (With Tax): Displays the retail price of the item with applicable taxes. This option needs to be enabled in your configurations.
Rental $: Displays the rental profit for this item.
Profit: Displays the item's total profit, including rental profit.
Rent only: Indicates if the serialized item is only for rent.
Index code: The index code assigned to your item is for cases where the item's packaging is stored in a different area of your store and the item is stored elsewhere
Serial number: Displays the product's serial number.
Release date: The date that the item became available for sale.
Product attributes: Lists an item's attributes along with their respective values. This section can be longer or shorter depending on the number of product attributes you have configured.
Date: The date the item was added to your inventory.
Edit date: Last time the item was modified.
By: The person that last modified the item.
Origin: The supplier or person that you purchased the item from.

Columns displayed for Catalog List

Category: Display the category label.
E: Item with a potential error.
P: Item with a photo.
D: Item with a description.
T: Item with a note.
O: Item is online.
$: Item has a price change waiting to be approved.
%: Item has an active promotion.
In stock (new): Indicates the number of new items in stock.
In stock (used): Indicates the number of used items in stock.
Item name: Item name s displayed in the inventory.
Local item: Indicates if it was created locally in your system or comes from the master database.
Local price: Indicates if the price of the item is for your store only or it’s the master’s price.
Buy used: Used cost for the item.
Sell used: Used sale price.
Buy new: New cost for the item.
Sell new: New sale price.
Release date: The date that the item became available for sale
Product attributes: Lists an item’s attributes along with their respective values. This section can be longer or shorter depending on the number of product attributes you have configured.
UPC: List of the UPC codes and their values. This section can be longer or shorter depending on the quantity of UPCs you have configured.
Edit date: Date that the item was last modified.
By: The person that last modified the item.
Last price change: The date of the last price change on the item.

Columns displayed for Sold list

Category: Shows the category label.
F: Color code representing the item's status (RMA, Required Action, Sold without inventory or Action Required Completed).
E: Item with a potential error.
P: Item with a photo.
D: Item with a description.
O: Item is available for sale online.
S: Item without packaging.
K: Item is part of a kit/bundle.
I: Available for inter-store transfer.
%: Item has a price change pending for approval.
C: Item is in consignment.
Sold date: Date item was sold.
Item #: Shows the serial number assigned to an item or its quantity that is available in your inventory.
Item name: Item name as displayed in the catalog.
N/U: Indicates if the item is new or used.
Local item: Indicates if it was created locally in your system or comes from the master database.
Local price: Indicates if the price of the item is for your store only or it's the master's price.
Cost: The unit cost of the item. Please note that if it's a quantity type item, it will display the average item cost.
Promo: Displays a promotional price if a discount was set in the Promotion function.
Retail price: Displays the retail price of the item.
Rental $: Displays the rental profit for this item.
Profit: Displays the item's total profit, including rental profit.
Rent only: Indicates if the serialized item is only for rent.
Index code: The index code assigned to your item is for cases where the item's packaging is stored in a different area of your store and the item is stored elsewhere
Serial number: Displays the product's serial number.
Release date: The date that the item became available for sale.
Product attributes: Lists an item's attributes along with their respective values. This section can be longer or shorter depending on the number of product attributes you have configured.
Date: The date the item was added to your inventory.
Edit date: Last time the item was modified.
By: The person that last modified the item.
Origin: The supplier or person that you purchased the item from.