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Sales Inventory Management
Sales Inventory Management
A collection of articles about inventory, product categories and price book
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15 articles in this collection
Written by
Rakesh Jinabhai,
Raymond Carrel,
and
Caroline Livingstone
Merging product categories
A tool to help you combine product categories
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Written by
Raymond Carrel
Updated over a week ago
Placing stock on Allocation Hold
Products in stock may be placed on Allocation Hold, preventing them from being automatically allocated to sales orders
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Written by
Raymond Carrel
Updated over a week ago
Importing product highlights with Data Manager
How to bulk import product highlights
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Written by
Raymond Carrel
Updated over a week ago
Adding Product Manufacturers and Suppliers
These can be added manually, or automatically during price book import
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Written by
Caroline Livingstone
Updated over a week ago
Using variable pricing
Information on enabling variable pricing for specific items
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Written by
Raymond Carrel
Updated over a week ago
Product Category Classes
Information on an optional level of product categorisation
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Written by
Raymond Carrel
Updated over a week ago
Attaching a Product Specification PDF to a customer quotation
PDFs can be assigned to individual items for possible inclusion in quotation output
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Written by
Raymond Carrel
Updated over a week ago
Using Product Highlights and Hyperlinks
How to add product details and web links against inventory items, so that they can be pulled through to quotations
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Written by
Raymond Carrel
Updated over a week ago
Setting up and using the Product Groups feature
Information on what product groups are, and how to use them
Written by
Rakesh Jinabhai
Updated over a week ago
Accessing inventory from anywhere in The Layer
Beta Feature - How to quickly access details of products and services in your inventory
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Written by
Raymond Carrel
Updated over a week ago
Product / Service Supplier Override
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Written by
Caroline Livingstone
Updated over a week ago
Understanding 'OGR Buy Price Override'
Information on when you should use this setting, and its effects.
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Written by
Raymond Carrel
Updated over a week ago
Understanding the Third Party Billed setting
Information about how this setting can be used and how it affects profit.
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Written by
Raymond Carrel
Updated over a week ago
Creating a variable term contract
How to configure a service in inventory to support a variable term
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Written by
Raymond Carrel
Updated over a week ago
Enabling variable pricing for a product or service
Information on setting variable buy or sell prices for inventory items.
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Written by
Raymond Carrel
Updated over a week ago