Manually Add Product - Eyeglasses

Products that are manually added are automatically part of the "Practice" master catalog. This allows additional locations within the practice the ability to import the manually added product.

Instructions

1. Access Inventory > Products.
2. Hover your cursor over the plus icon, select Add Product. 
3. Select a Category. Note: If a Category is selected on the Products' dashboard before selecting Add Product, the dropdown menu is automatically completed with the same category.
4. The Manufacturer dropdown menu is enabled for use after a Category is selected. If the manufacturer you need is not listed in the dropdown, click the + icon to add.
   • Brand and Collection fields function in the same was as the Manufacturer field. Complete as needed.
5. Complete the remaining required fields. Note: If you complete the Invoice Desc field, the information from the field prints on the invoice.
6. Click '+Add Product.' A banner message displays, confirming the product has been added. Note: The availability of additional tabs (e.g., Options, Attributes, Inventory) varies by product category.

Options

1. Access the Options tab.
2. Click '+Add Color.'
3. In the Add Color modal, input into the Color Name field.
4. Click '+Add.'
5. Click '+Add Size.'
6. In the Add Frame Size modal, input the appropriate information.
7. Click '+Add.'

Attributes

1. Access the Attributes tab.
2. Complete all appropriate information.
3. Click 'Save.'

Inventory

1. Access the Inventory tab.
2. Click '+Add Item.'
3. Select the line item.
4. In the Item Details section, complete all required fields. 
   • Delta: An additional amount added to this specific item.
   • Stocked: Check the box if this item is in your inventory.
5. Click the appropriate Add button.
6. The item displays in the Physical Inventory grid. Click the ellipsis for additional processing options.
   • Duplicate Item
   • Adjust Quantity
   • Quantity History
   • Receive Stock
   • Print Label
   • Deactivate