Manage Inventory Guide

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Manage inventory by setting up retail and professional products. Point of Sale tracks what is sold and used, and can produce simple reports on sales, ordering and adjustments. 

Create a Purchase Order

Point of Sale can create a list of products to order based on the on hand quantity and the minimum quantity set in Setup Inventory or Manage Inventory.  
  1. Go to Inventory
  2. Click Purchase Orders
  3. Select + New and select a Supplier
    1. A list of items to be ordered will be created
  4. The Order Quantity will be noted as well as the Cost for Each 
    1. To order more or less, simply adjust the Order Quantity. If the supplier is offering a one-time different cost, update the Cost for Each. To adjust the cost permanently, see information below for Manage Inventory.
    2. To add a product to the purchase order, enter a SKU or product name in the Add SKU# field and click Search. Select the product to add, and click Select.
  5. Click Save

Purchase Order Received

When the order arrives, confirm you received all your products, make updates and the on hand numbers will update accordingly.
  1. Go to Inventory
  2. Click Purchase Orders
  3. Click the Purchase Order Received button
    1. Update the Received Qty field or below the table, Search by Name or SKU, enter the quantity received and click Update Received Qty. 
    2. If the Received Qty is more or less than the Order Quantity, a "!!" In yellow will appear to the right of the Received Qty. The products will sort by Received vs. Not Received
  4. Add additional items by searching by the SKU# or Product Name, search and enter the Received Qty. When selecting Update Received Quantity, if that product was not already on the Purchase Order, the product will be added to purchase order. 
  5. Enter user initials in the Received By field
  6. Click Save to Close the Purchase Order and the system will update your On Hand numbers automatically.
  7. Click Record to save your Quantity Received counts but keep the Purchase order Open

Inventory Usage

For products consumed by the business (such as shampoo or color), Point of Sale can track usage without generating a sale. To note a product used for the business or by a specific worker, follow these steps.
  1. Go to Inventory
  2. Click Inventory Usage
  3. Click the SKU# field
    1. Enter or scan the barcode SKU, the product will appear.
    2. Or type the product name, click Search, select the produce and click Select.
  4. Click Search
  5. Select if the product is used by the Company or Worker
  6. Click Save

Manage Inventory

To update pricing, quantities, SKUs, sizes or names, use Manage Inventory to make mass adjustments simply. All changes will be noted in the Inventory Adjustment Report.
  1. Go to Inventory
  2. Click Manage Inventory
  3. Adjust the search by Product Line, Product Type, Inventory Group or Sort Options.  
  4. Click Search
    1. A list of products will appear. The fields are editable, if adjustments are made they will appear on the Inventory Adjustment Report.
  5. Click Save

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