In-Depth Overview of the Inventory Module

In-Depth Overview of the Inventory Module


Buttons at the top of the screen

  1. Menu: Dropdown menu allowing you to add or edit a product or refresh the displayed information.
  2. Inventory: Displays what is physically available in your store; the exception being negative on-hands.
  3. Catalog: Displays a list of all the products you ever had in store. This is where you edit your products' attributes.
  4. Sold: This is where you'd search sold items.
  5. Navigate by category: Allows you the browse your inventory or catalog categories.
  6. Perform search: Allows you to search for items.
  7. Global Search: Allows you to search across your networked stores.
  8. View detail: Enables detailed information about the selected product.
  9. Enable filters: Enables search filters.
  10. Add to invoice: Adds the selected product to the current invoice.
  11. View the contact: Brings up the Contact/Co. module with the product's contact of origin profile.
  12. Add a bundle (Inventory)/ Add an item (Catalog)
  13. Edit Inventory: Allows you to edit the product's catalog information or a serialized item's information in your inventory.
  14. Clone item: Launches the cloning process for the selected product.
  15. Disassemble bundle: If you purchased a bundle of items from a customer, this will allow you to disassemble it and sell each item individually.
  16. Actions performed on this inventory: List of actions done on the selected item.
  17. Inventory : Delete quantity / Catalog : Delete item
  18. Refresh: Will refresh the current list of inventory. It does not work to refresh search results.
  19. Export list: Exports the currently displayed list of products.
  20. Print labels: Prints label of the selected item.
  21. See reports: Allows you to view the Purchase report of the selected item.
  22. Display deleted items: Displays all deleted items of your inventory or catalog.
  23. 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.

    • Related Articles

    • Inventory Reports

      Here's a list of Inventory reports available in the Reports module: Inventory Adjustment: This report lets you see the full details of the adjustments made to your inventory for a given period. Inventory History: The Inventory history report lets you ...
    • Setup – Inventory Tab

      The Inventory tab is used to manage inventory configurations and options: Classification This section is used to add the necessary information to help you manage your inventory and product statuses. Inventory categories : The Inventory Categories ...
    • In-Depth Overview of the Purchase module

      The Purchase Module allows you to: Plan orders with your suppliers Configure minimum quantities to have in stock Limit customer orders Top Screen Buttons Menu: Dropdown menu which allows you to refresh the list or edit the selected item. Navigate by ...
    • In-Depth Overview of the Invoice Module

      This module allows you to complete all your monetary transactions such as sales, purchases, rentals, orders, etc. This module allows you to complete invoices. Each operation done in the invoice module has its own color assigned to it: Sales will have ...
    • In-Depth Overview of the Order Module

      Buttons at the Top of the Screen Menu: Allows you to refresh the page and to move into fullscreen mode if desired. Display mode: Allows you to display information by Invoice, Element or Payment. Navigate by categories: Allows you to see orders that ...