Entering Inventory

 

          Hint: If you are new to using BizTrack, start with the "Using BizTrack Basics"

 

 

Use this form to enter your Product stock, follow the instructions below to learn how to enter inventory.

 

          

 

 

To enter new Product Stock:

 

Step 1:  If you are not on a new record, click the "Add New" button at the bottom to start with a new record.

 

Step 2:  Enter the Invoice # from your Product Invoice.

 

Step 3:  Enter the date on your Product Invoice.

 

Step 4:  Use the "Optional-Tracking Shipping Fees" if you want to track accurate Product costs. Hint: If you are new to BizTrack we recommend that you skip this step for now. (Click on the word "Optional" on the form for more details)

 

Step 5:  Enter the serial numbers for each Product from the invoice in the box labeled "Serial #".  A serial number must first be entered here before it can be sold. The Model will default to the selected model in the Preferences section of "Settings".

 

Each column is defined below:

 

Product Model:

Will default to the selected model from the Preferences section of "Settings".

 

Location:

This refers to the location where each inventory item is currently located.  Each serial # will start in "Storage 1" by default.  You can select between different storage locations only, in other words you cannot select "Team Leader" location to start.  To assign a serial # to a different location, you will use the "Consign Products to Reps" form.

 

Hint: If you have several Serial #'s that will start in a storage location other than "Storage 1", you can select a different storage and the next Serial # entered will default to the storage location you just selected.

 

Other Fees/Unit:

This is the amount of fees paid per Product for shipping, warehouse charges, storage, if any, or other fees added to your invoice when you received your Product shipment.  This amount is automatically calculated by using the "Optional-Track Shipping Fees" section above.  These will be used later to calculate an accurate profit per sale in other reports.

 

 

Printing Invoices

 

You can also print invoices easily by selecting "Print Invoice" at the bottom right of the page.