Instructions: Inventory Entry

1. Open Small Business Financials (Great Plains) and log into the system.

2. Go to Inventory > Add a New Item

3. On the Items Page, you have to enter:

a. Item Number

b. Item Description

c. Unit of Measure. We recommend using SF for items that you will sell by square foot, LF for linear foot, and so on.

d. On Quantity Decimals, we recommend using 2 or 3.

e. For any of the other fields, click on the "?" at the bottom right hand corner. Then, click on "Item Records Overview" and you will get a lot of information on the other fields on this page.

4. Press Save, then you'll be ready for the next item.

5. You can use the arrow buttons at the bottom left to see the items you already have in inventory, or you can click on the looking glass next to the Item Number Field.

6. After creating several items in Great Plains, log into GlassShop.

7. Designate how you will sell these items in GlassShop by going to the Unit of Measure Cross Reference (Xref) window. To get there, in GlassShop, click on Inventory > Items > U of M Xref. This will take you to a window where you can scroll through all items that have an inventory card in Great Plains. Using the drop-down list on the right, designate how you will sell these in GlassShop. This information is saved automatically. You can always go back and edit this window.

8. Next, you can tell the system the minimum dollar amount that you will sell some of these items. Again, in GlassShop, go to Inventory > Items (you can press the thumbtack on this palette to get it to stay) > then Minimum Prices. In this window, you simply enter the minimum price that you will sell the item for. This is really only effective for items that you measure and to guard against very low selling prices for small pieces. If there is a zero, the system will ignore the minimum pricing. You can always go back and edit this window.