βWATCH THE FUN VIDEO HERE or read the article below, your choice!
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OK, Let's get all your brands in, review your categories and set up your conditions!
Find Product Catalogue in Settings
Hop on over to Product Catalogue right from the settings page.
Page Overview
This is your Product Catalogue. You have Brands,
Categories,
and Conditions!
First, we will look at Brands. Notice you can slide each brand on or off. Slide on every brand you will have in your inventory.
See how when you toggle one off, they re-arrange. This is to always keep the active brands at the top of your list.
Editing Your Brands
There's that edit pencil again, and you can use it to edit your brand names.
Add a Custom Brand
If we don't have a Brand loaded that you sell, you can add one by clicking the "Add Custom Brand" button.
Name It
Name it and move on! Some Clients use this to add small items they might sell at the register, like range cords for example. Anything that would not be serialized.
Expand the Item List
Keep in mind many of the pages you will come across have the option to expand the amount of items shown, to make things move faster!
Archive a Brand
There's that archive icon again, Archive any brands you don't want to show on your list.
Next Stop - Categories
Access the Categories section.
Category Map
Categories are defined at sub-levels for a certain group of appliances directly related to each other.
This is really just a mapping visual so you can see how all of your categories are listed in the system. We have them all pre-loaded for you.
Add A Custom Category
You might need to add a new category. For example, maybe you sell dryer ducts, PEX piping, or other random items you want to organize. Just use this guy!
Organize Your new Custom Brand
List it as you wish.
Conditions
Next Up!... Conditions!
Understanding Conditions
Conditions are designated based on the physical state of an appliance. The only exception to this rule is using the "Floor Model" condition. See here, as I add it as a new condition..
Pretty Simple.
Designating Sales Floor Tags
Now over here, I want to use Digital Tags for my Floor Models, so I slip that toggle over.
Most Clients would want to keep the New condition as the default so when you are loading up Inventory it's already selected for you, but it's your choice of course!
Edit Your Conditions
I think you've caught on to the edit pencil by now
Delete a Condition
And here you can delete any condition, of course
Keep in mind, at least 1 condition must always remain active.
OH YEAH! Are you Shocked by how easy it is yet?
Up Next.. Let's get your install methods all configured! Next Up: Install Settings
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