Retail List

The Retail Products list allows you to enter the products you sell. When entering a new item, you will fill out all the information on the first screen. The blank fields shown above columns allow the user to search and quickly locate a record from a large list.

To enter the Retail Product List, hover over Inventory in the Tool Bar of Envision Cloud and select Retail List from the drop-down menu. Double-click one of the items or click once to select and choose to Edit Selected Product to open the item record.




Show Inactive Product

By default, inactive products are hidden from the Retail Product list. But if you would like to see an inactive product, you can view it again by simply clicking the "Show Inactive Product" in the menu list. 



Merge Selected Product 

Retail products can be merged. The item selected will be merged into the secondary item selected. The merge will erase the existing item’s record from the system, sales history, reports, appointments, etc.  A merge cannot be undone. A new action has been added to the audit log to show when an item was merged.  I.e. “Item A was merged into Item B.” This feature can be used to cut down on duplicate retail items. 



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