Creating Take-In Inventory - How items are added to Inventory

The bulk of inventory entry occurs within the Take-In Module. The Take-In screen is built for creating multiple inventory items for a consignor/vendor. You will continue using their "take-in" to price items until you've completed pricing their order. This is important, as your ability to easily track your workload, improve your workflow and provide your consignors with a receipt for what they bring in your store, is managed within this module. 

Process:

A consignor brings their items into your store.

1. Navigate to the Take-In screen. The Take-In search screen by default shows active take-ins. These are take-ins that you are currently pricing or about to price. Always create a take-in immediately when someone brings items in. 
2. Click the Create button at the top. 
3. If you know the consignor's contract #, enter it here. There info will automatically populate.
4. If you don't have a number yet because the haven't been put in the system before, click the Consignor/Create button. 
5. You can either search for a contract's last name or scroll down and fill out the form below to create a new contract #. The two required fields are first and last name. Make sure the consignor split % is accurate or if you'd like to make a % specific to this person, change it here. Split %'s in Rose are always to the consignor. Click Save and Copy to create the new contract and copy the new number into the Contract field in the take-in.
6. Ensure the location is accurate if you are using multiple locations.
7. Enter info specific to this take-in in the Quick Take Notes box. This is required to continue onto pricing. It could be something as generic as "bag of shoes, three designer purses and three dresses." This info will help you later on if there is a question about what someone brought in. Also, as you are pricing the order, you can update with more info like items you donated or that this consignor wants items returned, etc. This Quick Note field is visible by consignors on their Take-In Receipt. Click Save Quick Take-in Information when complete. There must be some info in the Quick Note box for you to progress in a take-in.
8. Now you can start pricing. Click the Category field. If you haven't already setup categories, you can do that now by clicking Create New Category.
   1. Create a memorable category code as you can use this when creating inventory instead of scrolling threw categories. Fill out the category description and input a shelf life. The shelf life for the category will be the term of your consignment, like 90 days for example. Nothing automatically happens when an item expires but the shelf life will generate an expiration report you can use to contact consignors, rotate stock etc.
9. The two other required fields are price and qty. If you need to change the split % just for particular item, you can do that as well by adjusting the Split % field.
10. Click Save Item Changes and the item will drop down into the table below. Keep creating more items for this Take-In until you are done.
11. Click the Label icon next to each item to print them. If you have Kloudprint (See Pricing) installed a Print All button will be available that will allow you to print labels all at once.
12. If you need to download (PDF) the Take-In Receipt to send to a consignor, do it now by clicking the Print Take-In Receipt button. 
13. If you need to continue working on an order but need to sell what you've completed, just highlight an item and click Post to Inventory to individually post items from a Take-In so that they can be sold.
14. Otherwise, click the Complete Take-In button when you are finished with a Take-In - everything has printed successfully. This will post any remaining inventory and remove the take-in from the active take-ins. Otherwise, you will have to search for items in Inventory to print a label if you post them before printing.

Note: Don't reuse take-ins. Always create a new Take-In when someone brings more items in. This will keep your take-in receipts accurate for reference letter. Take-in receipts from orders that have been completed already can be found in a consignor/vendor's Contract Inventory/Reporting screen.

View video on Creating Take-In Inventory