How to Add Items to Inventory [entering a purchase]

Adding products into inventory with Direct Sidekick is quick and easy using a purchase order.

How to Enter a Purchase Order

First, double check your default setting for purchase order taxes in your preferences. The default you choose will be automatically set when you add a new purchase order. Purchase order taxes can be set to on cost or on retail. Some direct sales companies charge their consultants taxes on one value or the other (sometimes both in the same order). This will set the default value for how sales tax is handled on new purchase orders. It can be changed per line item when adding or editing a purchase order.

Navigate to the purchases page.

Add the order number from your company as the Reference. It's great for looking up an order later if there is an issue.
If you paid shipping and handling enter it next. If you're charge tax on the shipping and handling enter it next by selecting the tax percentage in the S/H Tax dropdown. The tax value can be added or edited in your taxes settings.
Start typing your item name into the Add Item search. When it appears click on it to add it to the form. If the item is not already added to your product list you can add it here by clicking add new product.

If you received more than one of the same item at separate prices add another item the same way with the item search and include the difference price as your cost.
Enter the quantity your received.
If the item is an office supply (or anything else that will not be added to inventory) uncheck the Inv. checkbox. Anything that is unchecked is added as a supply expense in your transactions at your cost including a percentage of shipping and handling (and tax).
If the cost or retail amounts are different than the defaults entered in the product list, change them here. The "Total" column value is based on what you enter here.
You can change the tax percent charged next.
The C/R dropdown allows you to change how this item is taxed, on cost or on retail. We've seen some direct sales companies tax one item one way and another item the other so you can change this per line item here.
If you receive any discounts for the item add it next in the Disc. column. This can include host credit that is applied to the purchase as well as any other discount you may have applied to the single item. You can add a discount on the full purchase later that will have an equal allocation applied to each item.

Now verify your grand total is the same as your order placed for your purchase and click save and your done!