Your organization’s Fielder account was created with its own copy of every item in the franchise catalog. Most franchisees only use a small fraction of those items. So there are probably a lot of things in there that you won't use, but they have to be available to you in case you need them in the future.
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By default, every item record will have a quantity-on-hand of 0. We recommend that you go through your physical inventory and then update the quantity-on-hand for each item in Fielder. Of course, if you already track your inventory in an accounting system such as Quickbooks Online, Sage, or Xero, and you plan on setting up the integration between Fielder and your accounting system, then this step is not necessary. The accounting system will update the quantity-on-hand values in Fielder for you.

Let's walk through an example. Suppose you want to update item GTPIN412. Since you know the item code, you can just start typing it into the search field at the top of the Inventory list screen:
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Once you have found the item in the list, you can click on it to view the item's details. Then click the "Edit" button in the upper right to go into edit mode.
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Let’s say you've counted this item and found that you have 77 units in stock. Scroll down so the Quantity On Hand field is visible, then update the quantity on hand to 77.
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And, while we're here, let's talk about a couple of the other fields as well.

Setting the Reorder Point field is useful so that you can be notified whenever the quantity of the item falls below a certain threshold so that you can decide whether to order more. You can register to receive these notifications in your Profile settings. (Go to Settings -> My Profile and find the Quantity On Hand at Reorder Point notification type).

The Reorder Quantity field is simply the default quantity that will be used when you add this item to your next product order.

You can set the item’s default sales price here as well. A sales price can be either Dynamic or Static. A Static price is just a fixed price - it won’t change unless you explicitly change it. A dynamic price allows you to specify a percentage markup over cost so that you can be sure you're not selling it at a loss. In either case, the Unit Sales Price here is just the default price that is used when this item is added to an estimate or invoice. You can always override the sales price on the individual estimate or invoice.

Now that you’ve gone through your physical inventory and updated your item records in Fielder, you can click the “Only show in-stock items” toggle to filter out all the things you typically don’t care about. This way, you’ll only see the things you actually have in-stock, along with your service and bundle items. (We plan on adding more robust features to make the Inventory list screen easier to work with soon). So, what are "service" and "bundle" items?

Service items are used to track those non-physical things (ahem, "services") that you charge for. If you want to include a service on an Estimate or Invoice, it will have to be created as a Service item first.

Bundle items are groupings of multiple products and/or services that are sold as a single unit. For example, they can be useful if you want to bill your customers for an assembled product rather than for each individual component of the assembled product. When you add a Bundle item to an estimate or invoice, you can decide whether you want your customer to see the components or not.

And that’s about it for inventory management. Again, if you use an accounting system such as Quickbooks, Sage, or Xero and you plan on enabling the integration with Fielder, we recommend that you do that before doing this manual inventory setup. When you enable the integration with an accounting system, Fielder will defer to that accounting system with respect to inventory levels. The quantity on hand field will be read-only in Fielder. You would make those adjustments in your accounting system instead, and the accounting system will tell Fielder what the inventory levels are for each item.

If you have any other questions, or need a hand setting up your inventory data, reach out in the Messenger and our support team will be happy to help! 😎