Knowledge Base » Inventory


Show/Hide Inventory Photos

Updated: September 11, 2018

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:

  • Go to the “Settings” page (you must be the Admin user to access this area)
  • Click on the “Inventory Settings” tab
  • Set the toggles for […]
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    Importing Inventory Items

    Updated: September 9, 2018

    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 […]

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    Item Variations

    Updated: September 5, 2018

    SalesBinder supports a very powerful feature, which we call “Item Variations”. This allows you to setup items with any number of varying attributes such as size, color, location, etc.

    To put things simply, it allows you to answer this question: “How many Widgets, in size […]

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    Adding Custom Fields to Inventory

    Updated: September 5, 2018

    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”. For example, if you carry vehicles in your inventory you might want to have custom fields for “Year”, “Make”, […]

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    Custom Pricing Tiers

    Updated: September 5, 2018

    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).

    Using Custom Pricing Tiers in 3 Steps:
    Step 1: Create your pricing tiers […]

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    Batch Editing Inventory Items

    Updated: September 5, 2018

    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. Using SalesBinder’s batch edit mode you can check off specific inventory items (or the entire page in 1 click) and […]

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    Setting Up Barcode Scanning

    Updated: September 5, 2018

    Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.

    Getting Started

    Enable barcode scanning in your SalesBinder account settings.
    All you need to do is have your barcode scanner connected to your computer (or mobile device). Then […]

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    Inventory Stock Transfers

    Updated: September 5, 2018

    SalesBinder supports inventory stock transfers which means you can transfer stock from one of your locations to another. Here’s how to do it:

    Requirements:

  • You have more than one location created in your Locations
  • The inventory item you want to transfer is a “quantity item” and not […]
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    Creating Purchase Orders

    Updated: January 17, 2018

    Creating purchase orders in SalesBinder is a great way to replenish your stock levels and keep track of all your purchases. There’s a few things you’ll need to be sure you do before you’re able to start creating purchase orders, here’s what you need:

  • Add some […]
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    Publishing Custom Fields to Documents

    Updated: April 4, 2015

    SalesBinder allows you to create as many custom fields for your inventory data as you need. Along with this great flexibility, you’re also able to toggle whether or not you want to display this data in your documents (ie. invoices, estimates, purchase orders, and packing […]

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