How To Add and Edit Items in Spenda

How To Add and Edit Items in Spenda

How To Add and Edit Inventory in Spenda

You can add and edit products anywhere they are visible in Spenda.   Some of the common areas you will see and edit your inventory are;

  1. Sales
  2. Purchasing
  3. Receive
  4. Supplier Invoice
  5. Transfer Stock
Note:  You will need to be an Admin user to be able to save any changes. For more information see the (insert a link to adding users article)

The Edit Menu

The edit menu will have four main areas to add or edit inventory items.  These areas are
  1. General
  2. Price
  3. Availability
  4. Workflow
Below are details on how each menu can be configured.

General

The general menu will allow you to edit the essential components of your product.  Below is a list of editable fields you will find in the General menu.
  1. Name (Press the edit button)
  2. Code (Item Code)
  3. SKU
  4. Barcode
  5. Unit of Measure (this can affect water test results)
  6. Sales Description
  7. Brand
  8. Class (This is required to post inventory and sales to the correct applications)
  9. Category
  10. Product Photo

Price

The price menu will allow you to edit and financial data for your products.  You will find this menu is quite powerful and will give you full control on margins/markups and pricing.  Below is a list of the editable fields in the Price menu.
  1. Last Cost Ex GST
  2. Average Cost Ex GST
  3. Sell Price Ex GST
  4. Markup
    1. The Markup feature will allow you to apply the desired profit markup percentage.  Spenda will then automatically apply the math to adjust your sale price ex.
  5. Margin
    1. Margin will allow you to set dollar value or percentage value of the margin difference you would like.
  6. RRP Inc GST
  7. Seel Inc GST
  8. A toggle for "Is This Item Tax Exempt Yes or No" 

Availability

Availability will give you a glance into your stock allocations for all your warehouses.  You can also edit your minimum and maximum soh amounts. This will assist in your requisitions and purchase orders.

Workflow

The workflow menu will give the last bit of control over your products.  Below is a list of settings and what they do.
  1. Do You Track Stock On Hand For This Item?
    1. This setting will toggle on or off the inventory tracking for this item.
  2. Do You Sell This Item?
    1. This will dictate if this item is available for sale.
Alert: For direct posting items, a Revenue account code will need to be applied to the product. For departmental posting, the product will adopt the revenue account of the departmental item.
  1. Do You Buy This Item?
    1. The option will dictate if you purchase this item from a supplier.
Alert: For direct posting items, an Expense account code will need to be applied to the product. For departmental posting, the product will adopt the revenue account of the departmental item.
  1. Is This A Physical Item?
    1. This item will help dictate if it is a physical item such as a hammer or a virtual item such as an e-ticket or pdf.
  2. Publish This Item?
    1. Once published, your customers can purchase this item through the Spenda network. 
    2. To learn more about Published Items see its article here (insert article about synkd web)

How to Edit Items

  1. Navigate to any menu that contains your inventory.
  2. Next search for the item you wish to edit.
  3. Once you have the desired product on the screen, you can press the edit icon.  (place an icon image here)
  4. You will now be in the General Item menu and can begin to edit your product.
  5. When ready press Save or Save & Close

How to Add Items

  1. Navigate to any menu that contains your inventory.
  2. Now press the New Product button (insert photo of the button)
  3. You will now find yourself in the Item Edit menu and can proceed to add your item.

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