You are able to add retail inventory items to KC to add to invoices or appointments.  KC will track the On Hand number and adjust when an item is sold or returned, or when inventory is received.  You can also use a barcode scanner to make data entry faster and easier if you have a large volume of items.

Please note:  Ultralite/Lite users do not have access to inventory.  If you would like to upgrade to the Standard version contact Sales at Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.   Click here to order a barcode scanner.

Click on File, Inventory.

First you will need to enter your vendors and inventory items.  Click here for instructions.

Let's use Brand X Dog Food 25lbs as an example.  Now we have 3 on hand at a cost of $34.99 and we get it from XYZ Vendor.

Click on Activities, Purchase Orders.

Click Add.

Choose XYZ Vendor from the drop down.

Add a purchase order number.

Choose the quantity and items to order from this vendor.

You also have the option to Email the purchase order to the vendor by clicking the Email button.  In order to use this option, you must have an email address entered in the Vendor screen.

Hit OK to save the purchase order.

The next step is to Receive Inventory.  This is what adjusts the On Hand count so KC is always accurate.

Click on Activities, Receive Inventory.

Click on the purchase order and click "Receive inventory for selected PO".

If you have received the item, check the Rcvd box.  Adjust the quantity received as needed.

In our example, we only received 9 of the 10 blue cat toys we ordered and we didn't receive any of the pink cat toys.

Hit OK.  You will get a popup asking if you want to adjust the inventory quantity.

If you hit Yes, KC will adjust the inventory total.  For this example, we started with 3 bags of dog food.  We received 3 bags so our new total is 6 On Hand.