The Product Category Tree allows you to structure your inventory using categories and subcategories, making it easier to manage, search, and sync with WooCommerce and Shopify.

1. Go to Store Settings > Module Configurations > Manage Product Categories.
2. Click Create Category to add a new category or Edit to modify existing ones.
3. Organize products under relevant categories to improve navigation and enhance the checkout experience.
4. Sync categories with WooCommerce and Shopify to ensure seamless inventory management across platforms.

Please check the knowledgebase article about creating a product category in RepairDesk.

RepairDesk makes it easy to add new items to your inventory whether it’s accessories, parts, or mobile phones.

Follow these steps to add a new item:

1. Navigate to Inventory > Manage Inventory > Products.
2. Click on the Add Product button in the top right corner.
3. A new screen will appear.
   1. Fill in the necessary details such as product name, category, supplier info, pricing, and stock quantity.
   2. Save the product.

Please check the knowledgebase article about adding a new product to inventory.

In RepairDesk, you can add multiple supplier SKUs to a product by going to the Product Information section, clicking “Multiple Supplier SKUs”, selecting a supplier, entering the SKU, and clicking Add SKU.

These SKUs can then be used when drafting purchase orders, assigning parts in POS repairs, or tracking stock in reports. You can view them in the Low Stock Report by clicking the SKU to see supplier-specific details. Please check the knowledgebase article about adding multiple SKUs.

In RepairDesk, you have the option to upload any image for an inventory product.

Steps:

1. Navigate to Inventory >> Manage Inventory >> Product.
2. Select a product by clicking on its ID or by clicking on the pen icon to edit the product.
3. Under the Product Information section, you will find the “Add Image” option. You can upload any image as long as its size doesn't exceed the limit of 5MB and it is in PNG, JPEG, JPG, HEIF, HEIC format. You can alternatively drag an image from your system as well.
4. To delete an image associated with an inventory product, hover on the image and click on the delete button button to remove the image.

Please check the knowledgebase article about uploading images for inventory product.

Yes, RepairDesk supports multiple inventory costing methods:

• Weighted Average Cost (WAC) – Averages the cost of all stock items.
• Last In First Out (LIFO) – Prioritizes selling the newest stock first.
• First In First Out (FIFO) – Prioritizes selling the oldest stock first.

You can configure these methods when adding or updating inventory items.

Note: Make sure the on hand stock is set to 0 when you want to change the valuation method.

Please check the knowledgebase article about setting different valuation methods for inventory products?

When adding or updating a new inventory product, you can assign a Tax Class to it.

Once you assign a specific tax class to an inventory product, the tax rate of that class will be applied to that product.

Steps:

1. Go to Inventory >> Manage Inventory >> Products
2. Open a product by clicking on its ID or by clicking on the pen icon to edit the product.
3. Under the Pricing and Tax section, you can select a tax class and choose whether it is inclusive or not.
4. Choose a Tax Class such as sales tax from the drop-down menu.
5. Click on the Tax Inclusive option to assign tax to this inventory product.

Please check the knowledgebase article about assigning tax to any inventory product.

RepairDesk allows you to to run multiple stores and share inventory across each other. As products are sold in each of your store, inventory is updated automatically.

To set this up:

1. Navigate to Store Settings of your Main Store.

2. Head over to Other Information section.

3. Enable the trigger, "Sync inventory & service item prices on other stores" by selecting Yes from the drop-down menu.

4. Click on Save Changes button to implement price sync.

Please check the knowledgebase article about updating individual product price across multiple stores.

You can view key real-time inventory stats right at the top of the Manage Products page in RepairDesk by clicking on the “Insights” button. This helps you stay on top of your inventory’s performance and take timely action where needed.

Here’s what each metric means:

1. Stock Retail Value The total value of all on-hand products based on their retail prices and reflects your potential sales revenue if you were to sell all stocked products at their full price.
2. Stock Cost Value The total cost of all your on-hand inventory based on what you paid to acquire those products and represents your investment in inventory and helps assess profitability and stock turnover.
3. Low Stock Inventory The number of items that have reached or fallen below their set stock warning level. You should consider reordering these items to avoid stockouts.
4. In Purchase Order The total number of products currently on Purchase Orders, i.e., products you’ve ordered from suppliers but haven’t received yet with default statuses of Waiting, Pending, In-Progress, and Partially Received. It helps track incoming stock and manage delivery timelines.
   

Yes, you can import multiple inventory products at once

1. Go to Inventory > Manage Inventory > Products > Import.
2. Simply download the sample template
3. Fill in your product details without changing the format
4. Upload the file
5. Next, map the fields correctly and review the data
6. Once everything looks good, confirm the import to add or update your inventory. Please check the knowledgebase article about importing multiple inventory products.

You can export inventory product lists in CSV format by following these steps:

Export CSV for Inventory Items

1. Go to Inventory > Manage Inventory > Products
2. On the top-right, click the Import/Export dropdown.
3. Choose from the following options:
   1. Export Default Template – exports all products.
   2. Export Serialized Template – exports only serialized inventory.

Please check the knowledgebase article about exporting a CSV file of existing inventory products in RepairDesk.

To search for an inventory product

1. Go to Manage Inventory > Products
2. Click on the Filter button to access detailed search fields like Product ID, Name, Category, Brand, Model, SKU/UPC, IMEI, Serial, Supplier, Valuation Method, Criteria or Date Ranges
3. Enter the relevant details and click Search to view the matching results.

Please check the knowledgebase article about searching an inventory product.

The Inventory Listing Page in RepairDesk makes it easy to manage your product data without having to open each product individually. You can update multiple fields inline to save time and maintain accurate inventory records. The following fields can be added or updated directly from the listing page:

1. SKU You can directly enter or edit the SKU for any product to help uniquely identify items within your system.
2. UPC Useful for barcode scanning and supplier references, UPCs can be added or edited inline.
3. Brand Click Select to choose the correct brand from your dropdown. Helps in filtering and organizing inventory efficiently.
4. Model Use the Select option to associate a specific model with your product, especially useful for serialized and repair products.
5. Name Quickly rename or update the product title to reflect accurate descriptions or variations.
6. Condition Select the condition (e.g., New, Used, Refurbished) to properly classify inventory products.
7. Valuation Method You can switch between WAC, FIFO, LIFO, or Serialized View. You can only update the valuation method when the On-Hand stock is zero. Please check the knowledgebase article about selecting the right valuation method for your inventory.
8. On-Hand Stock Directly adjust the number of units currently available in stock (e.g., after manual stock-taking or corrections).
9. Stock Warning Set the threshold at which the system flags the product as “Low Stock” so you’re notified in advance.
10. Reorder Level Define the quantity at which the product should be reordered to maintain healthy stock levels.
11. Price Edit the retail price of a product that customers will see and be charged.
12. Unit Cost Update the cost price (what you paid for it), which impacts your profit margins and stock valuation metrics.
13. Physical Location Assign or update storage details like shelf, drawer, or bin numbers to streamline stock picking.
14. Internal Note Add quick notes for internal tracking like repair info, supplier references, or staff instructions.

All edits are automatically saved once you click out of the field or press Enter, ensuring real-time updates without leaving the page.

If you need to remove multiple products from your inventory

1. Select the checkboxes next to the products
2. Click on the Bulk Action button
3. Choose Delete Selected Products
4. If you have multiple stores, you can also select Remove From This Store Only to delete products from one location while keeping them in others.
   

RepairDesk's template editor also allows you to customize inventory labels. Pick from a variety of available tags and choose which information to display or not on inventory labels.

Follow these steps:

1. Navigate to Store Settings >Module configuration >  inventory
2. Select inventory label design.
3. Head to Module Configuration**.**
4. Open Template Editor
5. Here among templates of invoices, estimates and ticket labels you will find Inventory Label Template
6. Click on Action button. You will see option for preview and edit. Click on Preview to see how template looks like. Click on Edit to customize inventory label template.
7. Once you're done, click on Save button to save the changes which you have made.

Please check the knowledgebase article for editing inventory label template.

Generating bar codes can help you in tracking inventory products as well as giving you the ease to scan multiple products at counter or while adding inventory.

Steps:

1. Go to Inventory > Manage Inventory > Products.
2. Open a product by clicking on its ID or click on the pen icon to edit the product.
3. Under the Details Section, click on Print Label Button
4. A PDF view of the bar code will appear. You can either download it on your computer or send it directly to the printer.

Please check the knowledgebase article for about generating and printing barcode labels for products.

By default, once you create an inventory product, it is instantly synced across all stores but this option is not suitable if you run a franchise location.

Simple follow these steps:

1. Navigate to Store Settings of the particular store.
2. Head over to Other Information section
3. Mark the option as "No" under "Auto create inventory & service items on other stores"

Please check the knowledgebase article about disabling auto create inventory across multiple stores.

You can add internal notes in two ways:

1. From the Product Listing Page, under the Internal Note column.
   
      
2. From the Product Details Page, by clicking Add Internal Note in the Description section.
   

   
   

   
   

   These notes support HTML tags, allowing you to format content, add links, or highlight important details making communication across your team more effective.
   

If you have added a product and it is not showing on POS then probably you haven't enabled it to be displayed on POS. But, it is very easy to do by simply following these steps:

1. Click on Inventory > Manage Inventory > Products

2. Select a product by clicking on its ID or click on the pen icon to edit the product

3. Under the Quick Settings section, you will find a checkbox Display on Point of Sale. Enable it ****to display the product on the POS screen.

4. To hide a product from the POS screen, just unmark this checkbox.

Please check the knowledgebase article for hiding specific products on Point of Sale.

Yes, you can control access by setting user permissions.

To do this, go to:

Store Settings > Employees > Manage Roles & Permissions > Inventory

From here, you can restrict specific roles from editing or deleting inventory items based on your business needs.