Some designers can collect an inventory, whether that be intentionally to reduce time at a future install, and/or unintentionally keeping items that were not used for previous projects. Whatever the reason, you can track your inventory items via DesignerLink 2.0 using our project and cloning capabilities to ensure up-to-date stock for your firm.
In these Best Practices, and Short Video, we are going to show you how to create an Inventory in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Updating Details from Both Projects:
It is important to update the quantity of the inventory when you move the item to another project.
And just as important, please makes sure to update the quantity, the ship to, and any other necessary info for the inventory item moved in the new project.
RELATED ARTICLES
RELATED ARTICLES
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Is it easy to grab items out of inventory and place them on a proposal for another client?
Yes! The best way to do this is to clone the item to another project, and then you can to a proposal from there. Just make sure to update the quantities for the inventory item, as well as the newly cloned project item.
If we have an item that we didn't use from a project, how do we move it to inventory?
We would suggest still making a project called "Inventory" if you don't already have one. Then you can move clone it to your Inventory project, and update the quantities that way.
If an item is in my Inventory, I am not technically buying it from a vendor. What is the best way to mark the purchase cost?
Our suggestion would be to check the "No net purchase cost" box when updating the pricing of the item.
And that is how you can create an Inventory. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].