Attaching Inventory Items to Your Catalog

How to link your consumables to your services

Prospyr - Catalog

  1. 1. From the catalog, click add consumables on to the applicable service

    From the catalog, click add consumables on to the applicable service
  2. 2. Click Add on the suggested consumable, or click add different consumable if you don't see the right option

    Click Add on the suggested consumable, or click add different consumable if you don't see the right option
  3. 3. Here you can search for an existing product on the product line, or if it doesn't exist yet just click Create New Product

    Here you can search for an existing product on the product line, or if it doesn't exist yet just click Create New Product
  4. 4. Type Product Name

    Type Product Name
    1. 5. A. Select unit type

    2. 5. B. Type Vendor name

    3. 5. C. If it's a new vendor, click Create

    A. Select unit type B. Type Vendor name C. If it's a new vendor, click Create
  5. 6. Type Typical Cost Per Unit

    Type Typical Cost Per Unit
  6. 7. A. Select Track Lot # if this is a product that has lot numbers

    You can also select Low Stock Warning if you'd like to be warned when you are running low

    A. Select Track Lot # if this is a product that has lot numbers
  7. 8. If you'd like to track expiration dates, click Track Expiration Dates

    If you'd like to track expiration dates, click Track Expiration Dates
  8. 9. Type Days before expiry to warn

    Type Days before expiry to warn
  9. 10. Click on Create & Continue

    Click on Create & Continue
    1. 11. A. Type Quantity on hand

    2. 11. B. Type Lot#

    3. 11. C. Type Expiration Date

    You can also click skip inventory if you don't have any inventory on hand to add right now

    A. Type Quantity on hand B. Type Lot# C. Type Expiration Date
  10. 12. Click on Next

    Click on Next
    1. 13. A. Click on Select a location...

    2. 13. B. Select which location the inventory is available at

    A. Click on Select a location... B. Select which location the inventory is available at
  11. 14. Click on Save & Continue

    Click on Save & Continue
  12. 15. Click on Finish

    Click on Finish
  13. 16. Click on Done

    Click on Done
    1. 17. A. Type y

    2. 17. B. Select the product

    A. Type y B. Select the product
  14. 18. Click on Save Consumables

    Click on Save Consumables