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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Kitting, Bundling, Manufacturing Inventory

Updated: September 22, 2019

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.

Tutorials coming soon.

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Sold Inventory Report

Updated: September 11, 2018

Generating a beautiful list of all your sold inventory items is extremely quick and easy with SalesBinder. Here’s how it works:

How to create your sold inventory items report:

  • Go to your Inventory List and click on “Inventory Reports” from the top toolbar
  • Available Options:
  • Choose a specific date-range […]
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    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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    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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    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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    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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    Inventory Methods

    Updated: November 25, 2013

    Inventory List (GET) – /items.[format] (page, categoryId)

    The Items list is paginated. You can pass the “page” query string parameter followed by a number to access the other pages. You can also pass the “categoryId” parameter to access items for a particular category. This will return […]

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    Differences between Unique Inventory and Quantity Inventory Items

    Updated: June 7, 2012

    You might be thinking, when should I be using unique inventory items and when should I be using quantity inventory items? Well, the differences between these two are quite important but sometimes it might come down to your preference.

    Unique Inventory Items:

  • should be unique items with […]
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