This is where you can view information about the items of your products, manage them and add new ones.
You can filter the data in the table by Supplier invoice ID
, Barcode
, Status
, Product
, or Stock location
.
You can add or modify item information by clicking the Actions
button and selecting Edit
from the pop-up menu:
Here, you can change the Stock location, add, or edit the Barcode. If you add a photo for the item, it will override the 'global' photo of the product (if the product has one). You can add/edit Notes.
To add a new item, simply click the Add
button and select the desired option for one or multiple items.
If you want to manage several items at once, you need to check them and open the Actions menu
to select one of the desired options.
To manage a specific item, click the Actions
button next to it and select the required action:
Choose the customer, edit the necessary information, and click on Save
.
The Issue an invoice immediately
toggle is enabled by default. With it, you can issue an invoice immediately for the chosen customer. Additionally, you can add or remove items from the selling list by clicking the +
or -
buttons.
If the toggle is disabled, all items will be automatically added to the next recurring invoice as future items:
Before you can rent an item to the customer, you need to create a recurring plan for it: Tariff plans → Custom → Add plan:
Then go to the item(s), check it, and press Rent
in the Actions drop-down menu:
Rent
.The rental service will be added for the selected customer (Customer's Information tab → Hardware section).
All possible statuses of the item are: In stock
, Internal usage
, Sold
, Rent
, Assigned
, Returned
, Damaged
, and In transit
. Additionally, you can view the history of each item by clicking the following icon: .
The default status of the inventory item depends on the type of stock location assigned to it.
For example, if the stock location type is Vehicle, its status will be In transit
.
To learn more, please read this article:
Stock locations
When you rent or sell your products to customers, you can view them in the customer's Information tab under the Hardware section.
If you rent an item, the customer can view it on the Customer Portal (under My Products → Hardware
):
You can also view the video description of the Inventory feature in use: