How to Manage Items
All Items
This is the page you’ll see when you have no items added into the inventory. As you eventually add items, they will start showing up here. The workflow chart on the right explains how this module works.
Item Masterview
After adding items to SeeBiz Inventory, you’ll be able to view all of them in the items section.
All the items are listed here and their different properties can be viewed at a single glance, such as:
- Item Name
- SKU
- Current Stock
- Selling Price
- Reorder Level
Pro Tip: You can sort items by clicking on each of the above properties too. Each click either sorts the items in ascending or descending order indicated by “↑” and “↓” arrows.
Here, you can perform various actions on your items such as:
Viewing Item Details
If you want to view the details of a specific item, you can do so by clicking on it. It will open up another window and display all the relevant details of that item.
Basic Information
This section includes key details about an item, such as type, unit, SKU, UPC, MPN, EAN, ISBN, manufacturer, brand, weight, dimensions, and description.
You can also click on the button to browse your system for additional images to add to the item view.
Item’s Inventory Summary
This section shows summarised information about a particular item.
Accounting Stock Vs Physical Stock
The accounting stock represents stock levels in your books. It increases whenever you record bills and decreases when you create invoices.
Physical stock represents stock levels in your inventory and changes when you move the stock from/to your warehouse. It can increase when you record purchase receives and decrease when you create shipments.
Stock on Hand: The total stock available on hand whether it is for sale or not. This includes committed stock as well.
Committed Stock: The total quantity promised for sale to a customer.
Available for Sale: Stock available for sale after deducting committed stock.
Other Details
Here, you can view some other details regarding an item in SeeBiz Inventory. Simply click the tab that contains the information you require.
- Sales information: This section includes sales details like price, account, applicable tax and description of an item.
- Purchase Information: This section includes purchase details like price, account, preferred vendor, and description of an item.
- Stock Location: This section includes storage details like warehouse, opening stock, physical stock, and accounting stock of an item.
- Transactions: This section includes transactional details like sales order, purchase orders, invoices, bills, and credit notes of an item. You can filter them out by their status such as all, void, on hold etc.
- Adjustments: This section displays the adjustment history of an item.
- Activity: This section shows the activity timeline of an item starting from the point of creation.
Importing Items
If you are migrating from another inventory system to SeeBiz Inventory, this feature will make your transition easier.
Instead of entering each item one by one, you can save time by transferring all of your items from a previous system to this one.
Here is how you can access this feature:
- Method 1: Click on the “Items” tab in the Navigation Sidebar. When you don’t have any items added in SeeBiz Inventory, you’ll see two buttons; “Create Item” and “Import Items”. Click on the “Import Items” button to add new items to your inventory.
- Method 2: Click on the “Items” tab in the Navigation Sidebar. Open the menu by clicking on the Hamburger button at the top. Next, click on the “Import Items” option.
Here, you can select different parameters regarding the import process.
Pro Tip: It’s recommended that you download the “Sample File” through the link on the bottom of the page. Try to structure your item file accordingly. This will make the importing items process trouble-free.
- Either Drag and Drop or browse and upload the CSV file from your system.
- After deciding what action should be taken against duplicate records, select “Skip” or “Overwrite”.
- Click on the “Next” button to move on to the next step.
Headers play an important role in categorizing each item’s detail into separate sections. The name of the headers in your import file might be different from SeeBiz Inventory fields.
Here, you have to match the headers in your imported file (on the right) with SeeBiz Inventory’s (on the left).
When you’re done, click on the “Next” button to proceed further.
This page shows your item file’s import summary.
- Ready to be Imported: This displays the number of items you can successfully import from your file.
- Skipped Rows: This displays the skipped rows in your item file and the reasons behind their omission.
- Unmapped Fields: If you have skipped mapping the optional fields in the mapping table, they will show up as unmapped fields in the import summary.
Click on the “Next” button to finish. You will be able to view your imported items in the SeeBiz Inventory Items list.
Exporting Items
SeeBiz Inventory allows you to back up your items by letting you export them all in your system.
Rest assured, your data is always secure on SeeBiz Inventory. But if you want a local backup, here’s how to do it.
- Open the menu by clicking on the Hamburger button.
- Click on the “Export Items” options.
You will see this pop-up box appear. Here, you need to select an “Export Filter”.
- Choose “All” if you want to export all of your items.
- Or, select “Custom” if you want to export items within a certain time period.
- To finish, click on the “Export” button.
The items will be exported to your system in a CSV file
Item Menu
You can perform a variety of actions on each of your items.
Click on the vertical ellipsis icon against a specific item to open a drop-down menu. Here, you can perform the following list of actions.
- Edit: By clicking on the “Edit” option, you can add/change different details about a specific item.
- Clone: By clicking on the “Clone” option, you can make a duplicate/copy of a specific item.
- Delete: By clicking on the “Delete” option, you can remove a specific item from the list.
- Mark Active/Inactive: To denote a contact as inactive, click on the “Mark Inactive” option. To denote a previously inactive contact as active, click on the “Mark Active” option.
Bulk Operations
SeeBiz Inventory lets you apply actions on multiple items at the same time through bulk operations. Here’s how:
Select the items that you want to perform bulk operation on. Then, click on “Options” at the top of the page and choose one of the available actions.
- Mark as Active: Mark all selected items as “Active”.
- Mark as In-Active: Mark all selected items as “In-Active”.
- Export Selected: Export all selected items only.
You can also click on the “Delete” icon to remove selected items. However, items with ongoing transactions will not be deleted.
Item Filters
Seeing all the items on your screen at once can be a bit confusing. Filters help ensure only required items are displayed on the screen.
Click on “All” at the top and select one of the filters.
- All Items: Shows all of your items.
- Active: Displays all the items marked as active.
- Inactive: Shows all the items marked as inactive.
- Low Stock: Displays the items that have reached their reorder level and need to be restocked.
Sort Items
SeeBiz Inventory lets you rearrange your item list according to different parameters. Here’s how you can do it.
Click on the Hamburger button at the top. You can rearrange your item list according to the following filters.
- Name: The title of the item.
- Created Time: Date when the item was created.
- SKU: The Stock Keeping Unit of the item.
- Stock: Quantity of the item in your inventory.
- Selling Price: Price of the item.
- Reorder Level: The inventory level at which a company would place a new order or start a new manufacturing run.
Item Adjustment
To adjust an item, click on the icon left of the “+New” button in the top right corner.
Insight: If you want to know how you can make adjustments to your items, check this guide here.
Items Navigation
To avoid getting overwhelmed by the sheer amount of item numbers on a single page, SeeBiz Inventory allows you to display a limited amount of items per page.
Here, you can select how many items per page you want to view. Also, you can click on “>” or “<” icons to see the items on the next or previous page.
