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Linking Inventory Items to Purchased Products

Why this matters?

Once linked, your inventory item's price updates automatically when your supplier changes their price.

You can do this by:

  • Click in Usage Report

  • Select the period you want to see the usage report for (e.g. this month, this year, etc.)

  • Select the Supplier you want to see the products you've purchased from

  • Select the Department these products are coded under (e.g. Food, Operations, etc.)

In the report, you'll see the products purchased under the first column labeled "Products" on the left side, and the inventory item matched to that product under the column "Inventory Item" to the right side (see screenshot above).

You can add or edit the inventory item linked to your purchased product anytime by clicking on the item name, or clicking on "+ Link" if there is not a name under inventory item.

If you want to add a link, it will prompt you to select an inventory item to match it to the product you purchased.

After you select the inventory item to match it to, you need to confirm the Inventory Unit (the units you are counting the item in) matches the Sales Unit (units you are purchasing in). This is very important for pricing updates!

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