|If you are coming from another software, you may have a list of items that you want to bring into the Envision program. Please contact our Sales Department at 800-231-9445 if you wish to provide lists of information.|
To enter new retail items into Envision, follow these steps:
- In the Toolbar, hover over Inventory.
- Choose the Retail List.
- Choose "Add a New Product" in the options box on the left side of the screen.
- Fill in the fields with the product information that you have available. Click here for more information on the entry fields available in the Edit Retail Product Screen.
|If any of the drop-down menus are blank, the lists will need to be created in order to choose the correct option here. Please see the Inventory Department List, Class List, Manufacturer List and Vendor List for more information.|
Once you have finished inputting the product information, click "Save Record" at the bottom of the window.
Qty On Hand
This is how many retail items you currently have in your possession and on the floor.
Qty Reorder At
The quantity reorder is the minimum quantity/number of this product that you feel needs to be ordered again. If you choose to autofill your purchase order based on inventory quantities then it will reorder automatically.
Qty Restock Level
This is how much of an item you are ordering. If you have your autofill turned on in your Purchase Order, then it will automatically order at this level. However, if there is not a number in this section and your Purchase Order autofill is turned on, it will subtract the difference between your "Qty on Hand" and "Reorder At."
Qty On Order
This is the amount that will be ordered on an open purchase order.
This is how much the item costs your business.
This is how much you are charging your clients for the item.
Use Case Ordering
Case order is if you want to order cases of an item or buy them in bulk.
This item cannot be refunded.
No Discounts Allowed
This item will not qualify for discounts.
No Coupons Allowed
This item will not qualify for coupons.
No Manual Price Changes Allowed
With this option, an employee will not be able to manually change the price of an item in the Sales Register.
Tax When Ordering
The values entered into Tax Rate 1 and 2 below will be used to calculate the sales tax.
This item will not be taxed.
Use Alt Tax
An alternative tax rate can be selected for an item using the dropdown. This would include VAT tax.
You might want to have a special deal on an item for only a certain period of time. You can enter the state date of the sale here.
Then enter the End Date here to change the price back to the original price.
Enter the temporary sale price or discount amount.
The sale price can be marked down by either a fixed price, flat discounts, or percent off.
Use Loyalty Point Cost Override
For certain sales, you might want to give your loyalty members an even better deal or they can use their points towards a specific sale item.
Use Loyalty Point Reward Override
For certain sales, you might want to give your loyalty members an even better deal or they can use their rewards towards a specific sale item.
You can create a commission override for certain items. You can either use a Flat Amount or Percentage.
Enable Commission Override
Check this box to enable the commission override and enter the commission override amount in the box.