With BookSteam's easy-to-use inventory management tool; you can now order and receive
new products for your business in under 60 seconds.
new products for your business in under 60 seconds.
Start off by adding in your product(s) by clicking on Sales > Inventory and then navigate
to 'Products' tab and select '+ Add Product' button.
You can also organize your inventory by inputting the category type and the brand name.
Once you're in the inventory section, navigate to the 'Brands' tab and select '+ Add Brand'.
The same rules apply when adding in a Category name as well.
Once you're in the inventory section, navigate to the 'Brands' tab and select '+ Add Brand'.
The same rules apply when adding in a Category name as well.
Next, setup all of your vendor's information by navigating to the 'Vendor' tab and then click
'Save'. If you have more than one vendor, add another! It's that easy.
'Save'. If you have more than one vendor, add another! It's that easy.
After you've finished filling out your 'Vendor' profiles, it's time to make an order in BookSteam.
Navigate to the 'Orders' tab, select '+Order' and then fill out the form (i.e. vendor, delivery
address, and the product you're looking to order).
Navigate to the 'Orders' tab, select '+Order' and then fill out the form (i.e. vendor, delivery
address, and the product you're looking to order).
Once the order has been entered into the system, the 'Status' off to the right will read
'Ordered'. If you want to review the order - select the order number. You can also easily
download the order as a PDF, e-mail the order to your vendor or receive it as stock.
'Ordered'. If you want to review the order - select the order number. You can also easily
download the order as a PDF, e-mail the order to your vendor or receive it as stock.
Speaking of receiving, let's say you're order just arrived! Congrats first of all and second
of all, let's receive it in the system and start selling it! Open up the order number of the
received goods and select the option that reads 'Receive stock'.
of all, let's receive it in the system and start selling it! Open up the order number of the
received goods and select the option that reads 'Receive stock'.
Make sure to review the shipment and then confirm the quantity/cost price in the next window
and hit 'Confirm and receive stock'. The order status will then be modified to 'Received'
which will also be reflected in the product stock count.
and hit 'Confirm and receive stock'. The order status will then be modified to 'Received'
which will also be reflected in the product stock count.
Now that you know how to successfully create and manage incoming orders, make sure to
review the rest of our help section here.
review the rest of our help section here.