Products & Inventory

Inventory Orders

• Inventory Orders Overview
• Set The Default Wholesale Inventory Discount
• Create an Inventory Order
• Edit an Inventory Order
• Balance the Totals on an Inventory Order
• Adjusting Inventory Order Totals

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Importing Inventory Orders from InTouch

• Import an Inventory Order from InTouch (US)
• Import an Inventory Order from InTouch (CA)
• Import an Inventory Order from InTouch (UK)

Product List

• Product List Overview
• Make Inventory Adjustments
• Update On Hand from the Product List
• Customize the Product List
• Clear Your On Hand Inventory Amounts
• Clear Product Ideal Amounts

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Product Profiles

• View Customer Product Purchase History
• Product Profile Overview
• Edit Inventory Quantity or Individual Wholesale Value
• Create a New Product Profile
• Create an Item without Tracking Inventory Amounts
• Create & Invoice a Product Collection

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Loaning & Borrowing Product

• Loaning to or Borrowing from an Individual