A Customer Good is an item/product stored for customer use.  

There are 3 different types of Customer Goods

  • Finished Goods - This is a finished customer product.   

Example: Standard Envelopes with the company logo.

  • Customer Supplied Goods - This is a product supplied by the customer. It usually does not have a price associated.  There is an associated customer. instead of a replenishment template, as the product is supplied by the customer. 

Example: Promotional hats a customer would like included on any order they send.

  • Shell Stock - This is an unfinished product and it requires further production to complete the good. 

Example: A partially printed background on a business card that will have the individual card details printed on at a later date.


Notes: 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.


FieldDescription
TypeDefault set to Finished Goods. Use the drop-down to select Customer Supplied or Shell Stock.
PrepaidSwitch 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.
NameEnter Name for the customer good.
DescriptionEnter a Description for the customer good.
LocationSelect Location of item.
Minimum LevelEnter 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.