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Products are non unique items you sell. Sinks, faucets, and more can be listed in products.
Click the Products tab to view products.
Click the down arrow next to "Project Inventory" to view all views of products.
Add Product Inventory
Create New Product
Adding New Products
Click the "Create New Product" View shown above in the image above.
Right click in a cell and select " Insert record above".
A new blank record will appear. Add the product information.
Repeat process to add more products.
Adding Product Inventory
To add inventory to a product, select the "Add Product Inventory" view in the products tab.
Click the " + " button even if the record already has an entry like above. Your adding new inventory so you will have multiple records in this field as you add new inventory for a product.
After you click the "+" button, you should see the product you are adding inventory to.
In the box under # QTY, enter the quantity you want to add to inventory.
"X" the box when finished.
The inventory is now added.
Adding Products To A Countertop
To add products to an order, go to the countertops tab and go to "Office View".
You will want to add products to an order so your installers know what products to take to the job site. As you add products, they will automatically deduct from inventory.
Click the "+" to add products to a countertop. The templators and installers will see the products added at time of template and install.
Enter the quantity.
Select the product.
The product is now added to the order.
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