Entering inventory into Small Business Financials 9.0 for use in GlassShop

Item Numbering System - Item Number

This is the time that you can use to come up with a numbering system that makes sense to your company. You can create composites which are meaningful or just assign numbers. One thing that is worth consideration, is to have your item numbers grouped. For example, you may want to have all flat glass start with F, hardware H, etc. We do not recommend using special characters or even 'O' in a part number.

Item Description

This is the description that will print on any document. In GlassShop, you will be able to edit this field at the point of order. You'll see later that the description will also get any dimensions added onto the end, and eventually, when it gets to Great Plains, the description will include the item quantity, as in some cases, we will use the quantity field as the measured (usually square foot) quantity.

Short Description, Generic Description

Usually we leave these as the same as the Item Number, or even "Glass", or "Metal".

Item Type

This is an important item. If you want to maintain inventory of your flat glass, and have the system count how much you have, you should have this set as "Stock Item". If it is something that you will order for your customer, and you don't necessarily keep it in inventory, it is recommended that you set the item as Misc Charge. (these would be items like insulated units). For Labor items, use service or labor.

Pricing

You have several options with pricing. GlassShop utilizes the SBF pricing schemas. If you enter the price here, at the bottom of the Items window, GlassShop will use this, but only if you do not have any price levels created. Click the "Prices" button, and you will be able to work on the "Item Prices" window. If you enable multiple price levels, you can enter their prices here. In our case, a price level may correspond to your types of customers, and these can be assigned their own price level. For example, you may have residential, cash, commercial, and even wholesale price levels. And, despite all of this, you can always alter your price on the order screen in GlassShop, either by changing the list, the price, and even by applying a discount.

Unit of Measure

For items that you will measure by the Square Foot, enter SF. If Linear Foot, use LF. If they are sold by the unit, SBF will automatically apply Each in this field.