Products
Go to Inventory.
Search or filter (including by location when offered).
Click New (or open a row → Edit).
Fill SKU, name, category, unit, preferred vendor, and stock fields the form shows.
Categories and units
Page | Purpose |
|---|---|
Inventory → Categories | Groups (blanks, inks, screens, …) — setup seeds a starter set |
Inventory → Units | How you count (PCS, BOX, ROLL, …) |
Edit these after Pro unlock so new products stay consistent.
Locations (bins)
Code | Role |
|---|---|
MAIN | Default warehouse |
DAMAGE | Damage bin |
SURPLUS | Surplus bin |
Open Inventory → Locations.
Add more warehouses/bins as needed.
Do not try to deactivate reserved system locations like MAIN.
Move stock between bins with Transfer (don’t invent fake outbound/inbound pairs unless correcting a mistake).
Labels / QR
Open Settings → Inventory.
Choose what the barcode encodes (SKU, product URL, internal id) and symbology (QR, Code128, …).
Print from product screens, finished goods, or the inventory labels print page.
Receive stock into the right location before you allocate to a job; negative or zero stock is a signal, not a suggestion.