Customer Goods - Adding New 

Customer Goods


Note: The replenishment template on a customer good will be based off of a product. For more information on creating products, see Products - Adding a New Product.


Step    Action

  1.      Select {Inventory} and then select the Customer Goods tab.

  2.      Select {New} under Customer Goods. A New Customer Good modal will open.



  3.      Complete the fields.


Field
Description
Type
Default set to Finished Goods. Use the drop-down to select Customer Supplied or Shell Stock.
Prepaid
Switch default set to No. Toggle switch to Yes if item will be Prepaid.

If the customer good is set as prepaid, the price will be billed on replenishment. If the customer good is not prepaid, the replenishment will not be billed. The price dispersal will be systemically calculated and allocated as the customer good is depleted. 

Note: Not visible if Type set to Customer Supplied.
Name
Enter Name for the customer good.
Description
Enter a Description for the customer good.
Location
Select Location of item.
Minimum Level
Enter value of Minimum Level of this item to be maintained.
Replenishment TemplateTo add a Replenishment Template:
1. Select the pencil icon. An Add Product modal will open.
2. Select a product by checking box on the left-hand side.
3. Select {Add}.


Note: Not visible if Type set to Customer Supplied.

CustomerTo add a Customer:
1. Select the pencil icon. An Add Customers modal will open.
2. Select a customer by checking box on the left-hand side.
3. Select {Add}.


Note: Not visible if Type set to Finished Good or Shell Stock.


  5.     Select {Save}. The Customer Good view page will open.