Knowledge BaseInventory
Handling inventory product returns
- Returns
- Credit Notes
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.
Setting up custom units of measure
- Inventory
- 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).
Weighted average cost (WAC) for inventory
- Receiving Stock
- Purchase Orders
The way changing unit costs are handled in SalesBinder is by doing a weighted average cost calculation in order to keep valuations accurate.
Creating purchase orders
- Inventory
- Purchase Orders
- Restocking
Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases.
Inventory stock transfers
- Transfer
- Location
- Inventory
SalesBinder supports inventory stock transfers which means you can transfer stock from one of your locations to another.
Setting up barcode scanning
- Barcodes
- Barcode Scanning
- Getting Started
- Inventory
- Settings
Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.
Kitting, bundling, manufacturing inventory
- Kitting
- Bundling
- Inventory
- Manufacturing
- Assembling
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.
Importing inventory items
- Inventory
- Importing
- CSV
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.
Adding custom fields to inventory
- Custom Fields
- Inventory Categories
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”.
Batch editing inventory items
- Inventory
- Edit
- Batch Editing
- Archive
- Delete
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.
Differences between unique inventory and quantity inventory items
- Inventory
- Items
- Quantity
You might be thinking, when should I be using unique inventory items and when should I be using quantity inventory items?
Locations and zones
- Inventory
- Locations
- 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.
Show & hide inventory photos
- Inventory
- Settings
- Photos
- Images
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
Item variations
- Inventory
- Variations
- Attributes
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.
Custom pricing tiers
- Pricing
- Customer Discount
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).