> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/training/inventory-training.md).

# Inventory Training

## Inventory Training

#### If you are new to Rosy or just getting started tracking inventory in Rosy, we have compiled a guide to serve as an introduction! Whether you are looking for quick tutorials to grasp the core concepts or more detailed understanding of the tools offered, keep reading!   <a href="#h.kzlpvcgw9qwe" id="h.kzlpvcgw9qwe"></a>

You'll want to determine if you want to use Salon Interactive's linked product information or add products separately. Our partner, Salon Interactive, works with many popular distributors to report product details for many salon/spa brands. Some important factors to consider:\ <br>

**When linked to Salon Interactive**

* you can quickly and easily download product information and sync updates
* you have the ability to use the Integrated Orders feature
* some fields of data, such as product groups, are not editable \ <br>

**When added separately**&#x20;

* all pricing and product changes need to be done manually
* all fields of data can be edited
* you can group inventory to your preference\
  \ <br>

Adding items to your inventory:&#x20;

* [How to download inventory from Salon Interactive](https://saas-saas-2612.lightning.force.com/articles/Knowledge/saloninteractiveinventory)
* Add products manually
  * [How to add Brands and Distributors](https://saas-saas-2612.lightning.force.com/articles/Knowledge/addingeditingbrandsdistributors)
  * [How to add Product Groups](https://saas-saas-2612.lightning.force.com/articles/Knowledge/addingeditingproductgroups)
  * [How to add a Product](https://saas-saas-2612.lightning.force.com/articles/Knowledge/addingeditingaproduct)\ <br>
* Assistance Uploading product information
  * If you can provide our support team an editable CSV or Excel document containing product information, in most cases our team can help upload it into your account\
    \ <br>

Editing Products:

* You can update product details by syncing Salon Interactive downloaded products
  * Manage > Inventory > Products > [ Salon Interactive](https://saas-saas-2612.lightning.force.com/articles/Knowledge/saloninteractiveinventory) Products > Sync Existing Products > select a brand > Synchronize
* You can mass update products, both downloaded and manually added, by using the [Mass Update](https://saas-saas-2612.lightning.force.com/articles/Knowledge/inventorymassupdate) tool\
  \ <br>

Managing Orders:

* [How to place a Salon Interactive Integrated Online Order](https://saas-saas-2612.lightning.force.com/articles/Knowledge/placinganintegratedonlineorder)
* Tracking an order placed directly with your distributor
  * [How to create a purchase order](https://saas-saas-2612.lightning.force.com/articles/Knowledge/creatingapurchaseorder)
  * [How to receive and close an inventory order](https://saas-saas-2612.lightning.force.com/articles/Knowledge/receivinganorder)
    * Be sure you are updating and closing your inventory orders when they are received. If you sell an item that has 0 on hand before you tell Rosy it is received, it will make your on hand quantity negative. Then, if the received quantity is not updated when receiving the order, your on hand will be incorrect. Ex: If your on hand is -1, your order shows 3, marking it as received will update to 3 on hand. \
      \ <br>

Inventory Reporting:

* [Cost of Inventory Use](https://saas-saas-2612.lightning.force.com/articles/Knowledge/inventoryuse)- allows you to see the business cost and frequency of which products are being used for backbar
* Cost of Retail Sales- shows the business cost for the retail products sold to clients
* [Inventory Levels](https://saas-saas-2612.lightning.force.com/articles/Knowledge/inventorylevels)- detailed breakdown of inventory product details and current on hands
* [Inventory Value](https://saas-saas-2612.lightning.force.com/articles/Knowledge/inventoryvaluereport)- allows you to view trends of inventory sold and ordered since a certain date
  * Note: the value cannot be accurately calculated if you are not tracking and closing your inventory orders in Rosy
* [Product Reservations](https://saas-saas-2612.lightning.force.com/articles/Knowledge/productreservations)- allows you to track history of products being reserved by clients


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