Get acquainted with tags and learn how to use them with items to obtain the search results you need. What you’ll learn in Working with Tags • Understand what a tag is and how it differs from a category• Create a tag and assign it to an item• Use tags to refine display...

Discover the barcode-friendly capabilities of SOS Inventory. What you’ll learn in Working with barcodes: Know how to assign a barcode to an item Discover how to print an item barcode Understand how to scan a barcode on a transaction   Video Transcript Welcome...

Learn how to create and use warranties on the serialized items you sell. What you’ll learn in Warranties Create a warranty Assign warranties to serial items Enable warranties for serial items to appear on packing slips Locate warranty information on serial items in...

Create and assign multiple UOMs to items in the system. What you’ll learn in Units of Measure Add unit of measure codes into SOS Inventory Assign multiple units of measure to an item Use units of measure on transactions Know when units of measure cannot be used Video...

Become familiar with how this icon’s capabilities can be used on transaction and job forms. What you’ll learn in Using the Multi-tool • Recognize the Multi-tool icon and discover its three functions• Understand how the Multi-tool features work on transaction and job...

Item creation methods Discover the different ways of adding new items to your inventory, one of the most-used actions in SOS Inventory. What you’ll learn in Item creation methods Understand how to add a new item from the Add Menu, Items list, and from within a...

Send sales orders and sales receipts from Shopify to SOS Inventory and receive inventory updates from SOS Inventory to Shopify. What you’ll learn in Integrating with Shopify How to set up a Shopify cart connection with SOS Inventory Video Transcript Welcome to our...

Expand the system’s functionality for your business with these enhanced options for items. What you’ll learn in Defining an item, Part 3: Advanced data fields Become familiar with the item page data fields that provide advanced capabilities in SOS Inventory Video...

Discover how to harness greater functionality for your items by populating these useful fields. What you’ll learn in Defining an item, Part 2: Optional data fields Grasp the kinds of information needed in item page data fields and properly assign characteristics and...

Become familiar with the core data fields needed for an item page in SOS Inventory. What you’ll learn in Defining an item, Part 1: Essential data fields Understand what constitutes an item in SOS Inventory Know what it means to define an item Grasp the kinds of...

Adapt SOS Inventory’s templates to suit the needs of your business. What you’ll learn in Customizing Forms Understand the basic process for adapting form templates Customize the display of your company logo and header Modify fields and add custom fields to a template...

Discover how to organize similar items into groups for searching and reporting purposes. What you’ll learn in Categories Create categories and assign them to items Use categories as filters Video Transcript Welcome to our video, Using categories. Categories are a...

Set yourself up for a successful import by understanding how to edit data properly in an item spreadsheet. What you’ll learn in Bulk editing rules Understand the rules to observe when editing data on a spreadsheet Video Transcript Video purpose and recommendations...

Bulk editing items, Part 2: Working with data Set yourself up for a successful import by understanding how to edit data properly in an item spreadsheet. What you’ll learn in Bulk editing items, Part 2: Working with data Become familiar with key columns on the items...

Bulk editing items, Part 1: Preparation Increase the efficiency of your editing process with some advance preparation. What you’ll learn in Bulk editing items, Part 1: Preparation Familiarize yourself with the data types that must be predefined in either SOS Inventory...

Master the basics for performing bulk edits in SOS Inventory. What you’ll learn in Bulk editing introduction Become familiar with the uses, tools and process required for a successful bulk edit Know the types of data on which a bulk edit can be performed Video...

Streamline the creation and editing of complex or lengthy assemblies—as well as item groups—with the bulk edit process. What you’ll learn in Bulk editing BOMs Know the prerequisites for performing successful bulk edits on bills of materials (BOMs). Understand how to...

Building assemblies, Part 2: Creating a build transaction Discover the basics of building transactions. What you’ll learn in Building assemblies, Part 2: Creating a build transaction Properly complete the data fields of a build transaction to create assemblies...

Discover how to set up in SOS Inventory the required elements for building an assembly. What you’ll learn in Building assemblies, Part 1: Creating an assembly item, components and BOM Add an assembly item and its associated component itemsUnderstand what a bill of...

What you’ll learn in Adding Files & Documents Upload files and link them to associated data records Locate existing files and the data records to which they are linked, and vice versa. Video Transcript Welcome to our video tutorial, Adding Files and Documents. In this...