Products & Inventory

Product List

• Product List Overview
• Perform a Physical Inventory Count
• Clear Your On Hand Inventory Amounts
• Update On Hand from the Product List
• Create a Product List for Other Industries
• Entering Your Base Inventory
• See all 11 articles

Inventory Orders

• Inventory Orders Overview
• Inventory Order Statuses
• Set Default Wholesale Discount for Inventory Costs
• Create an Inventory Product Order
• Handling Product Replacement Orders
• Edit an Inventory Order
• See all 11 articles

Product Profiles

• Product Profile Overview
• Product Profile Types
• Edit Inventory Quantity or Individual Wholesale Value
• Create a New Product Profile
• Create an Item without Tracking Inventory Amounts
• Create & Invoice a Product Collection
• See all 9 articles

Loan/Borrow Product

• Products Purchased from Another Consultant
• Loaning to or Borrowing from an Individual