How To Setup And Manage Inventory

//How To Setup And Manage Inventory
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How To Setup And Manage Inventory

Membership Integrity System allows you to add as many items that you wish to sell to your members.  Once you add the items you will sell, MIS will track how many items are in stock based off the purchases transactions inside MIS. This article will show you how to add, edit, delete and how to add and remove from in stock.

Before you can add inventory items, you need to add inventory categories inside the system.

To add an inventory category:

  1. Go to the Settings – Inventory Categories Menu
  2. Click the [+] button and just type in anything you want as a category. (Example categories can be Drinks, Clothes, Supplements, etc)
  3. Click the Save button.

Once you have all your inventory categories, you can start adding inventory items.

To add an inventory item:

  1. Go to the Settings – Inventory Menu.
  2. Click the [+] button to add a new inventory item.
  3. Fill out the inventory item form.
    • UPC Code:   Enter the upc code for the product you will be entering. (Optional).
    • Category:  Select the inventory item from the dropdown (Required).
    • Description: Enter the description or name for this product. This will be what shows up on receipts when selling items. (Required)
    • Rate: Enter the gross price you will be selling the item for. (Required)
    • Cost: Enter the cost of the inventory item. (Required) (This is the cost for a single item)
    • Tax Rate: Check any sales tax rates that will apply to this inventory item. Not checking any sales tax rates will make the item non taxable. (Required)
  4. Press the Save button.

To change the in stock value:

  1. Go to the Settings – Inventory Menu.
  2. Click the Transactions link next to the inventory item you wish to change.
  3. A transactions screen will appear showing all the transactions that affected the in stock value for this inventory item.
  4. To add or deduct from the in stock value, click the [+] button.
  5. Fill out the inventory item transaction form.
    • Quantity:   Enter the number of in stock items you wish to add or deduct. (Adding a positive number will add to in stock and adding a negative number will deduct from in stock value.)  (Required).
    • Cost:  Enter the new cost for the inventory item you will be adding or deducting. (Optional).
    • Note: Enter a note if needed. (Optional)

To edit an existing inventory item:

  1. Go To Settings – Inventory Menu
  2. Click the Edit link next to the inventory item you want to edit.
  3. Make your changes and press the Save button.

To delete an existing inventory item:

  1. Go To Settings – Inventory Menu
  2. Click the Edit link next to the inventory item you want to delete.
  3. Click the Delete button.
  4. Confirm that you want to delete.
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