Adding Master Products to Inventory Tracking

You can easily add any master product to inventory tracking.

Select Tools > Lists > Master Product List or type CTRL + F5. The Master Product List appears.
Click New. The Product and Service Detail dialog box appears.
Enter all of the fields as usual. See the Defining Product Items section for details.
Click the Inventory tab.

Note!

Note:
Once an item is marked as In Stock or On Order, you will not be able to edit any of these values, so the Inventory tab will be read-only.

Select the Track Inventory check box to start tracking inventory items for this product.
Select the Serialized or Non-Serialized option button. See the Serialized Inventory and Non-Serialized Inventory sections for details about the options for each one.
To automatically create equipment with Serialized items, select the Generates On-Site Equipment when sold check box. See the Generating Equipment with Inventory section for more.
Click OK. The Master Product is now part of inventory tracking.

Next steps include:

Creating Vendor Catalog entries for this master product
Adding or Purchasing inventory for this item
Defining Preferred Vendors
Defining Stock Level Warnings

Back to Inventory Table of Contents