Enter all your product information in Inventory Tracker. Then use Invoice Creator to keep track of sales. Inventory will automatically be depleted from the Inventory Tracker records as they are added to the Invoice Creator records.
Use the Purchase Date field (1) to keep track of when you last purchased an item.
Each item is assigned a Stock Number (2). Use the Go To button above this field to quickly go to the record for a specific Stock Number. To change the one that is automatically assigned, just click the field. Then type or use your barcode scanner to enter a Stock Number.
Type the main Item description in field (3a). You will use the Go To Another Item button (3b) to display a list of other items to go to.
Additional item descriptions can be entered into two other fields (4a & 4b). By default these are Category and Location, but these can be changed to Serial Number or used for any purpose. The Add/Select Category or Location buttons allow you to create custom lists and quickly pick from these.
Fill in the Cost Each (5) and Quantity (6) and the Total Cost (7) will be calculated. If you have an unlimited quantity of the item or you only handle special orders, then click the n/a button above the Total Cost field (7).
The number of items left in stock is displayed in the Remaining field (8). You can get a quick report on items that need to be reordered by clicking the Check button above this field.
Next enter the Sales Price(s) by choosing Add Price Point from the menu provided (9). You can add up to four price points for each item. The price you choose from this menu will be displayed in reports as the Retail price.
The Remaining Stock Value (10) is calculated from either the Cost or the Sales price by selecting one of the buttons below the field.
Use the Show Photo button (11) to select images of the item to display in Inventory Tracker.
There are five types (12) of inventory records. They are; Inventory Item, Assembly, Service - Flat Rate, Service - Hourly, and Other Charge.
If the item is Non-Taxable click the button below the Total Cost field (13).
Each time you purchase more of the same item you can create a new Lot Number for that purchase. The Show Lot Numbers button (14) shows a field that contains the Lot Number, the Date Purchased, the Quantity purchased, the number of that lot Remaining and the Cost per item of that purchase. If costs vary per lot then the average is displayed in the Cost Each field (5). If there is inventory remaining for several lots, when the item is selected in Invoice Creator, each lot will be displayed with the number remaining for you to choose from.
Whenever you add an inventory item to an invoice, it will automatically be added to the Date, Qty & Price Sold field (15). The Remaining field (8) will be automatically updated. Keep track of when product is sold by entering the date by clicking Today or Choose (above 15). You will be asked for the quantity and selling price.
You can create an assembly of other Inventory Items by choosing Assembly when creating a New record or by selecting Assembly from the Type menu (12). An Edit Assembly button will appear at the bottom of the window.
Clicking Edit Assembly reveals a Components field and an Add to Assembly button. Clicking this button presents a list of Inventory items for you to add to the Components list.
When you click the Add button above the Quantity field (6), you will be asked for the number of Assemblies to add to inventory. This number will be multiplied by the Qty indicated for each item in the Components List and the Remaining inventory (8) for each item in the Components list will be depleted by that number.
If the number to be added is greater than the inventory for any Component allows, you will be asked if you want to decrease the number to be added or create back orders for the component(s).
When you add any item to an Invoice Creator record the number Remaining (8) will be decreased and a new line will be added to the Assembly's Date, Qty, & Price Sold field (15).
If the Padlock above the Sales Price Each field (9) is in the locked position, the retail price will automatically be used when you add an item to an invoice. Otherwise you will be asked for the selling price.
Specify a Vendor (17) from a list you create. You can add a Reorder (19) point, which is the minimum quantity of the item you want to have in stock. Add the Vendor's Stock # (18) to make Creating a Purchase Order (20) an easy process.
The Notes field (21) allows you to enter any important details or comments. You can use the Expand Notes Field button (22) to enlarge this field.
The Invoice Creator button (16) opens a new window where you can specify a customer (from Contact Tracker) and any number of items (from Inventory Tracker) and easily generate invoices, packing slips and labels.
Use the Inventory Report button (23) to generate several different reports.
For information on the unmarked navigation and common buttons, click here.