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Inventory Settings
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Knowledgebase Settings Inventory Settings

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Introduction to Inventory Settings

  The Inventory Settings section is designed to give businesses full control over their inventory management processes, helping streamline operations and maintain accurate records of stock, vendors, and pricing. From managing warehouses and vendor relationships to importing price books and enabling cost tracking, these settings ensure that all inventory-related workflows are efficient and organized. By centralizing inventory controls, businesses can monitor product movement, track costs, and make data-driven decisions with ease. Within this section, you can configure essential tools such as warehouses, where physical inventory is managed, and vendors, which are critical for supplier tracking and procurement. Additionally, features like Import Vendor Price Books allow you to upload and or...

Add Warehouses

  Please see the following link for full instructions Link (Coming Soon)

Add Vendors

  Please see the following link for full instructions Link (Coming Soon)

Import Vendor Price Books

  The Import Vendor Price Books feature allows account owners and administrators to upload and manage vendor price lists seamlessly using CSV files. By mapping imported data fields, you can ensure accurate product pricing, descriptions, and inventory details are added to the system. This tool streamlines the process of updating or adding vendor data, saving time and reducing manual input errors. With features like Unique Match fields, duplicate records are avoided, and existing records can be updated efficiently.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the

Price Lists

  Please see the following link for full instructions Link (Coming soon)

Cost Tracking

  Cost Tracking ensures precise monitoring of inventory usage and associated costs. By enabling this feature, businesses can enforce accurate tracking of materials used for jobs and systematically record their costs. This simplifies inventory management, eliminates discrepancies, and enhances financial visibility across projects and processes. When activated, inventory quantities are automatically adjusted in real-time, and costs are accounted for seamlessly, enabling businesses to gain deeper insights into job costing, profitability, and resource allocation. This feature is essential for maintaining accurate stock levels and optimizing operational efficiency.     Prerequisites: Account owners and those with administrator access.