Entering New Retail Items – Products File

How to enter new retail items into the Products file.

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Clearing Inventory Fields

Sometimes you may need to remove the data in the inventory fields in the Products file.

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Retail Items Sold Report

This Retail Items Sold report lists items sold which had been entered in the Products file. This report can be used to identify top selling items or items that need to be re-stocked.

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Returning Retail Items to Inventory After a Refund

How to return a retail product to your inventory after a refund has been issued.

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Image Tab – Products File

The Image tab in the Products file is a place to store digital images of your inventory for handy visual reference.

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Retail Categories – Products File

Retail products and artwork are sorted by category on financial reports.

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Printing a Retail Inventory List

This is a list of your retail product inventory showing quantity, actual and variance.

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Entering Retail Items from a Catalog

Easily import retail products (readymade frames, giftware, art, etc.) from a supplier’s file or one that you have created in xls (Excel) or .csv (comma separated text files) format.

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Closing Off Year End Procedure

At the end of the fiscal year, you will want to close off your accounts and get ready for the next year. There are several procedures you need to do and a few optional ones. Inventory Reports Sales Reports Best

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Readymade Frame – Basics

Oval, circle and readymade rectangular frames are stored in the Products file rather than in the Price Codes file.

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Tracking Inventory Off Site

How do I handle collections loaned to museums or consigned to other businesses?

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Invoice Procedures – QUICK REFERENCE

Printer Friendly PDF Write an Invoice For Framing Jobs: Click on the Post to Invoice button (left side of the Work Order screen). Click Post Only button. The work order(s) will appear on the invoice. For retail Products only: Click

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Edit Category Side Bar Button

Edit Category button in the Products file is used when you need to change a group of records with the same category to a new category.

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