Organize Inventory

Keeping your inventory organized with the use of departments and categories can not only make it easy for you to find items in the Item List, but it can also help you keep track of sales trends. Once items have been entered into BackOffice, it’s easy to manage departments and categories.

Watch our Organize Inventory video below:

Table of Contents

Item List

The Item List contains every stock item that has been added to your account. You can search, browse the entire list or sort by specific parameters to quickly find what you’re looking for. Click through the tabs below to learn more.

Item List

Follow the instructions below to navigate to your Item List.

BackOffice-Item-List-Nav

1 Sign into BackOffice.

2 Select Items from the menu on the left.

3 Click Item List.

Search the Item List

You can search for items by description, UPC code, store code, department, category, or supplier.

BackOffice-Item-List-Search-2

1 Use the Search field to find an item or group of items.

2 Click 10, 25, 50, or 100 to set the number of items you’d like to display on each page.

Sort the Item List

The Item List can be sorted by description, cost, price, margin, markup, quantity on hand, or total value.

BackOffice-Item-List-Sort

1 Click one of the headings to put the list in ascending order (A to Z, least to greatest).

2 Click that same heading again to put the list in descending order (Z to A, greatest to least).

In the example above, the Item List is sorted in descending order by quantity on hand.

Departments & Categories

Browse through the tabs below to see how to remove unwanted departments and categories and to view the number of items contained within each.

Departments and Categories

Follow these steps to get started managing departments and categories.

1 Sign into BackOffice.

2 Choose Items from the menu on the left.

3 Click Departments & Categories.

BackOffice-Dept-Cats-Nav

Delete a Category

Use these instructions to remove unneeded categories.

1 Make sure there are no items in the category you’re deleting. If necessary, use Bulk Management to move items out of the category.

2 Click the Delete button.

BackOffice-Delete-Category

3 Click the button to confirm you’d like to remove the category.

BackOffice-Delete-Category-Confirm

Delete a Department

Deleting a department is just like deleting a category. Follow these steps to get started.

1 Make sure there are no items in any category within the department. If necessary, use Bulk Management to move items into another department.

2 Click the Delete Department link.

BackOffice-Delete-Department

3 Click the button to confirm you’d like to remove the department.

BackOffice-Delete-Department-Confirm

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