Inventory
Helpful guides and answers for everything related to Inventory.
Adding custom fields to inventory
When you’re adding inventory into SalesBinder you might want to have specific fields for storing information about specific inventory you carry. We call these “Custom Fields”.
- Custom Fields
- Inventory Categories
- Video Tutorials
Custom pricing tiers
You can setup custom pricing tiers as well as custom tax rates for your customers and prospects. This can be extremely useful for businesses that sell products with different pricing (ie. wholesale, retail, etc).
- Pricing
- Customer Discount
- Video Tutorials
- Accounts
Inventory management overview
Inventory management inside SalesBinder is done automatically for you. Your stock levels will automatically decrease and increase based on actions you complete in the system. Here's a breakdown how this all happens.
- Inventory
- Getting Started
Batch editing inventory items
If you’re needing to mass delete or archive a lot of your inventory items quickly, batch edit mode is a great tool for this.
- Inventory
- Edit
- Batch Editing
- Archive
- Delete
Show & hide inventory photos
If you’re looking to customize where your inventory photos display, we offer some easy customizations. Here’s how you can customize where they display
- Inventory
- Settings
- Photos
- Images
Setting up custom units of measure
Setting up custom units of measure is quick and easy in SalesBinder. This enables you to display any type of unit you want for any of your inventory items (ie. boxes, pieces, items, pallets, lbs, kgs, etc).
- Inventory
- Units of Measure
Setting up inventory item variations
SalesBinder supports some powerful “Item Variations” features. This allows you to setup items with any number of varying attributes such as size, color, location, etc.
- Inventory
- Variations
- Attributes
- Video Tutorials
Low stock inventory notifications
Receive low inventory email notifications based on low quantity thresholds. Here's how to enable/disable receiving these emails and how it works.
- Low Inventory
Handling inventory product returns
What do you do when a customer wants to return inventory items that you sold them? Here's 2 options explaining how you can handle that situation with SalesBinder.
- Returns
- Credit Notes
Weighted average cost (WAC) for inventory
The way changing unit costs are handled in SalesBinder is by doing a weighted average cost calculation in order to keep valuations accurate.
- Receiving Stock
- Purchase Orders
Creating purchase orders
Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases.
- Inventory
- Purchase Orders
- Restocking
Inventory stock transfers
SalesBinder supports inventory stock transfers which means you can transfer stock from one of your locations to another.
- Transfer
- Location
- Inventory
Setting up barcode scanning
Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.
- Barcodes
- Barcode Scanning
- Getting Started
- Inventory
- Settings
Kitting, bundling, manufacturing inventory
SalesBinder features powerful tools for kitting (also referred to as bundling, assembling, manufacturing) which enables you to build new products by using your available inventory.
- Kitting
- Bundling
- Inventory
- Manufacturing
- Assembling
Importing inventory items
Importing your inventory data into SalesBinder is a very quick and easy process. We actually don’t require you to setup special spreadsheets using predetermined fields, we let you use your existing csv data and tell SalesBinder which of your columns should go into which field in your account.
- Inventory
- Importing
- CSV
Differences between unique inventory and quantity inventory items
You might be thinking, when should I be using unique inventory items and when should I be using quantity inventory items?
- Inventory
- Items
- Quantity
Locations and zones
Locations are physical places where you store your inventory. If you have multiple warehouses, offices, retail stores, or anything similar then this should make a lot of sense.
- Inventory
- Locations
- Zones