You may have some items in your inventory that are used as "testers" that should not be reflected in the item's quantity on hand/available. This is common with fragrances or lotions where you allow a customer to sample a product, meaning the item is no longer sellable. Heartland Retail makes it easy to account for these test products while still allowing you to track the cost.
Handling the inventory
- From within Heartland Retail, navigate to Settings -> Reason Codes -> Inventory Adjustment Reasons
- Click the Add button to create a new reason such as "Test Product"
- You can then receive in the item from the vendor just like any other using a PO to account for the cost and inventory.
- Then navigate to Inventory -> Adjustments and click New to make an inventory adjustment to remove the test products from your inventory.
You can report on these adjustments by building a report that shows the Inventory Adjustment Reason and this will allow you to see the cost for all of your test products.