Knowledge Base

    Adding custom fields to inventory

    • Custom Fields
    • Inventory Categories
    • Video Tutorials

    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 pricing tiers

    • Pricing
    • Customer Discount
    • Video Tutorials
    • Accounts

    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).

    Inventory management overview

    • Inventory
    • Getting Started

    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.

    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.

    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

    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).

    Setting up inventory item variations

    • Inventory
    • Variations
    • Attributes
    • Video Tutorials

    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.

    Low stock inventory notifications

    • Low Inventory

    Receive low inventory email notifications based on low quantity thresholds. Here's how to enable/disable receiving these emails and how it works.

    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.

    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.

    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.

    Need more support?

    If you don't find an answer in our Knowledge Base, feel free to contact us.

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