Knowledge BaseTags

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.

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.

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.

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.

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?

Inventory stock transfers

  • Transfer
  • Location
  • Inventory

SalesBinder supports inventory stock transfers which means you can transfer stock from one of your locations to another.

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

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.

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.

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

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