Demo

March 5, 2025

Description

What's in this article?

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content with links

Link to google Google

Link to Bank of America bankofamerica.com

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Link to bettermoneyhabits bettermoneyhabits

Link to GitHub GitHub

Link to merrilledge merrilledge

Link to bofa bofa

Link to Bing Bing

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Info / Notice

Warning

Danger

Success

To receive inventory

In the Back Office, select the Inventory tab.
Select the Manage subtab.
From the left navigation, select Receive.
Filter by vendor search for the item.
(Optional) Update the vendor name, if needed. Select Add New to add a new vendor to your vendor list. You can also remove a vendor if the vendor has changed.
Enter the quantity of packages received in Packages Received. The system will calculate the total number of received units based on the information in Units in Pkg. field.
- Depending on how you entered an item, a package may be equal to one unit or multiple units.
- For example, you may receive t-shirts in a box of 24. The package (box) has 24 units.
(Optional) If the item changed cost, update New Cost with the price.
Compare your Receiving Extend Cost to the cost on your shipping invoice to ensure you were billed accurately. The Receiving Extend Cost is calculated by taking the quantity of packages received and multiplying by the package cost.
(Optional) Add a new item to your inventory, if needed.
Click Save Changes.

NOTE:
Red triangles in the corner of the cell show where information on the screen has changed since the last save.

To view the Inventory Snapshot

(Optional) Filter the snapshot:

table listing filters and their descriptions
Filter	Description
Category	Item category
Vendor	Item vendor
Number of Days to Reorder Point	Items projected to require reordering in “x” days or less. Projected to require reording is calculated based on the average sales activity for those items over the past 6 weeks and the item’s reorder point. The reorder point is a value you chose and entered when adding or editing an item to your inventory list. It represents the number of units on hand that will trigger the system to tell you it’s time to place an order for more of this item.
Show Items with Days of Supply Less Than	Items projected to be out of stock in “x” days (or less). This number is calculated based on the average sales activity for those items over the past 6 weeks and the item’s current on-hand quantity.
Search	Entered search criteria

The snapshot report shows:

table listing fields and their descriptions
Field	Description
Item Name	Item name
Variations	Item variations
Category	Item category
Vendor	Vendor who sells you the item
Qty on Hand (Units)	Number of units of the item currently in your inventory based on initial item count pluis any items received and less any items sold.
Reorder Point	The value entered when you added inventory to let you know when it is time to place a new order.
Avg. Sold Per Week	Calculated based on your total sales over the past 6 weeks.
Days of Supply	The estimated number of days until an item is out of stock calculated by using average sales activity from the past 6 weeks.
Unit Price	Unit price
Unit Cost	Unit cost
GM%	Gross margin percentage
Replacement Value	Calculated by multiplying your Qty On Hand (Units) by the Unit Cost. This is a valuation of inventory that might be used for accounting or insurance purposes.