You can use the Item Search function to quickly lookup product details such as the product SKU number, description, pricing, and availability.
To search for a product:
- From the main menu, navigate to Inventory > Item Search.
The Item Search window opens.
- Select the search criteria from the Search By: drop-down list. For example, you can search by the name of the product, scan the barcode, SKU, or by vendor name.
- Enter the product information such as the name, SKU number, or barcode in the For field.
- Deselect the Full Search checkbox, to view item details with the exact search criteria. For instance, to search for "Almond Body Butter Cream" you must enter the complete name in the For field. Entering "Cream" will display no results.
Note: The Full Search checkbox is selected by default. Which means you can search for information with partial details. For example, you can enter "cream" to search for all cream products.
- Click Search.
The Product list appears in a table.
- Click View Details in the relevant item row.
The Inventory Snapshot displays the following information:
- SKU: The product's SKU number. This is the number assigned to the product while creating it.
- Description: The product description entered when creating the product in Book4Time.
- Class: The class that the product belongs to.
A product class is the first (highest) level of product hierarchy and is often used to break down products and services (Retail and Services).
- Active SKU: Indicates if the product is available for sale at the location. If the item is no longer stocked at a location, the item can be deactivated so that the SKU cannot be purchased or sold.
- Retail: The retail price is the sale price of the item.
- Cost: The cost price is the purchasing cost of the item.
Note: You must have Inventory security rights to view the cost.
- Sub Class: The subclass of the product.
A product subclass is the second level of product hierarchy and it is used to further define inventory into groups such as hair products, body, or bath products.
- An inventory table includes the following details:
- Location: Name of your location.
- Stocked: Yes indicates the product is stocked at the location and No indicates it is not stocked.
- On Hand: Number of units in stock at the specified location.
- On Order: Number of units ordered for the specified location (a Purchase Order has been created, approved, and sent to the Vendor).
- In Transfer: Number of units in transfer between two locations (an inter-company transfer has been approved, the product has been shipped, and is on route to the specified location).
- Units Sold: Number of units sold till date at the specific location.