Sales Inventory Management

A collection of articles about inventory, product categories and price book

Rakesh Jinabhai avatar R C
15 articles in this collection
Written by Rakesh Jinabhai, Raymond Carrel, and Caroline Livingstone

Merging product categories

A tool to help you combine product categories
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Written by Raymond Carrel
Updated over a week ago

Placing stock on Allocation Hold

Products in stock may be placed on Allocation Hold, preventing them from being automatically allocated to sales orders
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Written by Raymond Carrel
Updated over a week ago

Importing product highlights with Data Manager

How to bulk import product highlights
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Written by Raymond Carrel
Updated over a week ago

Adding Product Manufacturers and Suppliers

These can be added manually, or automatically during price book import
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Written by Caroline Livingstone
Updated over a week ago

Using variable pricing

Information on enabling variable pricing for specific items
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Written by Raymond Carrel
Updated over a week ago

Attaching a Product Specification PDF to a customer quotation

PDFs can be assigned to individual items for possible inclusion in quotation output
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Written by Raymond Carrel
Updated over a week ago

Using Product Highlights and Hyperlinks

How to add product details and web links against inventory items, so that they can be pulled through to quotations
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Written by Raymond Carrel
Updated over a week ago

Setting up and using the Product Groups feature

Information on what product groups are, and how to use them
Rakesh Jinabhai avatar
Written by Rakesh Jinabhai
Updated over a week ago

Setting visibility of a field on record and grid views

Not all fields are visible by default on a particular record - here's how to enable hidden fields
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Written by Raymond Carrel
Updated over a week ago

Accessing inventory from anywhere in The Layer

Beta Feature - How to quickly access details of products and services in your inventory
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Written by Raymond Carrel
Updated over a week ago

Product / Service Supplier Override

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Written by Caroline Livingstone
Updated over a week ago

Understanding 'OGR Buy Price Override'

Information on when you should use this setting, and its effects.
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Written by Raymond Carrel
Updated over a week ago

Understanding the Third Party Billed setting

Information about how this setting can be used and how it affects profit.
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Written by Raymond Carrel
Updated over a week ago

Creating a variable term contract

How to configure a service in inventory to support a variable term
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Written by Raymond Carrel
Updated over a week ago

Enabling variable pricing for a product or service

Information on setting variable buy or sell prices for inventory items.
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Written by Raymond Carrel
Updated over a week ago