Items are the things you sell in your Bookstore, everything from textbooks and college-branded sweatpants to marginally-edible granola bars and deeply-discounted acupuncture needles. Inventory refers to the nitty-gritty details of your items: How much did the textbooks cost you? How many colors of sweatpants do you sell? How long have the granola bars just been sitting there? What's the list price of those acupuncture needles?
This article covers how to add new items for sale as well as how to manage inventory for individual items.
Adding new items
You can add new Bookstore items...
- In Bookstore > Admin, click Add Item in the left sidebar.
- On any shopping/category page, including the Bookstore Home view, you'll find Add Item in the right column.
- In the Term Book List, any books not in your inventory will show , which lets you add that book as a new item.
Adding the item
- Enter a Name and Description for the item. The item's name is the only required information (though you can't do much with an item bearing only a name, now can you?). You can use text formatting in the Description.
- Click the picture area to upload an item image.
- Do you want this item to be visible to (online) shoppers or hidden from them? Hidden items can still be sold via Point of Sale.
- Select the item's category.
- Is the item taxable? Bookstore automatically calculates sales tax for taxable items.
- Enter a 10- or 13-digit ISBN for books. If a book is included in a course reading list (using the ISBN), Bookstore uses the ISBN to:
- Link directly from the course reading list to the item's page in Bookstore.
- Populate the Term Book List report.
At this point you can scroll to the bottom of the screen and click Save, but first you should probably add at least one inventory segment.
Inventory segments are variations of the item. You might sell the same book in hardcover and softcover, or different colors and sizes of school-branded yoga pants. Each variation should have its own inventory segment.
- Use the segment name to summarize what's unique about this segment (XS red/XS blue, hardcover/softcover, DVD/Betamax, etc.).
- The SKU is the unique inventory identifier for each segment.
- List price is usually provided you by the vendor. This field is optional.
- Price is the amount at which your Bookstore will sell the item.
- Enter the weight in pounds. This field accepts decimals so you can enter, say, 1.25 to indicate 1 1⁄4 pounds.
- Enter the barcode; you can just scan this in with a USB barcode scanner. If you like to type long numbers, you can do that, too!
- Under initial inventory:
- Quantity refers to the amount you received in a given order. As you receive new orders from your vendors, you'll add new inventory batches.
- Our Cost refers to the per-item cost in that order. This amount can vary from one order to the next and is an important component of your inventory cost flow.
After adding an item, you can find it...
- By searching for it the Home view or one of the specific category/shopping views.
- Via the Items report in Bookstore > Admin.
- Anywhere you might see it linked—order pages, the Inventory report, etc.
If there is more than one inventory segment for this item, select it using the drop-down right below the price. You can perform five actions on an item page:
- Generate a "Buy Now" Link: Click this to generate a snippet of HTML code that you can incorporate into another website. When someone clicks the link, he'll be taken to Bookstore with the item added to his cart.
- Add to Cart: If you want to buy the item, well, you can.
- Edit Item: Click this to update or change item information.
- Delete Item: Only do this if the item you're looking at was mistakenly added!
- Update inventory: See below for how to add and adjust item inventory.
The inventory panel shows you the entire inventory history for the inventory segment you're viewing. Change the segment by selecting one from the drop-down below the price.
- The panel shows you when inventory was added or adjusted and when sales or returns affected the stock.
- Hover over to see a quick summary of the order details affecting the inventory.
- Click to see any notes that have been left on adjustments.
When you receive a new shipment from a vendor, you'll enter an inventory batch.
- First, if you're entering inventory for an item with multiple segments, make sure you're viewing the correct segment!
- Click Add batch.
- Change the date if necessary.
- Enter the quantity. This field autofills with the quantity from the last batch entered for this item/segment, but it ain't no thang to change it.
- Enter the cost per item. Likewise, this field autofills with the last cost. Cost per item is used in your inventory cost flow calculations.
- Click Save when you're finished.
Now that you've added this batch, your inventory has increased and you have more stuff to sell!
Inventory adjustments let you note loss or damage to stock or fix errors in an inventory batch (say, you counted wrong when unpacking the shipment).
- Click Add adjustment.
- Enter the amount of the adjustment. If it's a reduction of any kind, simply enter a negative number (e.g. -4).
- Check whether this adjustment is for loss or damage. If it is, the inventory reduction will be automatically accounted for based on your inventory cost flow method.
- If this is not for loss or damage, select the inventory batch this adjustment affects.
- Enter a note, especially if you're noting damage caused by spilling some hot, sweet coffee drink all over that new shipment of school-branded yoga pants.
- Click Save when you're finished.
Now that you've adjusted the inventory, it is reflected in the stock total. If an adjustment for loss/damage, a corresponding entry has been created in the general ledger.
There are two inventory views in Admin: Add Inventory and the Inventory report.
Add Inventory lets you add inventory batches to any existing item/segment in your Bookstore. You can also view any recently-added inventory batch. If no items from a batch have been sold yet, you can delete the batch by clicking .
- Find the item/segment by scanning the item's barcode or using the item search.
- Follow the instructions for adding an inventory batch.
Now that you've added this inventory batch, you'll see it under Recently Added; it will also appear on the item's page under Inventory.
The Inventory report lists all of your inventory segments. You can filter the report or export a spreadsheet of it.