4/28/2023 0 Comments Finale inventory controlWorking with QuickBooks - Export your products from QB then Import them into Finale Inventory. Make sure that the option is turned on from the Application Settings>Product Tab, Buying prices & reordering section: ![]() This is done from the Product ID Details screen in the Purchasing Section. Setup Reorder Quantities for required stock levels and auto reorder points. This is so the import routine will be aware of all of your new fields and changes. VERY IMPORTANT - If you just created new custom fields, Pricing, or Categories from the previous Quick Start steps, make sure you REFRESH your browser on the Import & Export screen, pictured below with all the import buttons, BEFORE you attempt to copy/paste your data for import. Use Excel template to copy and paste them into Finale Inventory – Home>Import & Export>Import to batch create & update products This can be turned off in the scanner settings. It is not required, however if you are using barcodes, the scan keys are case sensitive and the default settings on our barcode scanner will convert all scans to Upper case. We highly recommend using all UPPER CASE.We do support spaces and punctuation, but they introduce more risk interoperability issues with any other software they are using. We highly recommend, if possible, to not use spaces and punctuation other than hyphens and underscores in your product ids. ![]() The Product ID field has a limit of 191 characters. VERY IMPORTANT - If you are planning to use our QuickBooks Integration, see detailed notes below on Configuring Finale Inventory to work with QuickBooks To get started with your on-boarding to Finale Inventory, FIRST you need to define your products. A separate operation, Import stock take, is what you use to specify your stock levels based on a physical inventory count, but that comes later in step 10. ![]() When getting started this is usually the first import operation you do, because you need to define the products before specifying how many you have. The Import or update product list function deals only with the product list. of the Quick Start Guide - Establish your Stock Levels. NOTE: Stock Levels or your beginning quantities of inventory are imported AFTER your create your Product IDs, with a separate import process! See step 10. Properties such as these are stock properties, rather than product properties. The stock quantity and location of storage are not product properties because they aren't part of the definition of what the product is they pertain to counting how many you have, and where they are kept. You may add your own custom fields(properties) by going to Application Settings>Products Tab and scrolling down to the Custom Fields section. There are about 30 pre-defined product properties. ![]() For example, the description, item price, category, and color are all properties of a product. Each product is defined by a product ID that identifies the product, and a collection of properties that specify what it is. The product list is a list of rows defining the products in your inventory. You CANNOT import quantities or stock levels in THIS step. *** IMPORTANT *** This step must be completed BEFORE you can import stock levels.
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