I remember when we used to do these workarounds weekly, but we’ve all been pretty busy staring out into the Puget Sound from the new MerchantOS HQ. Well some days, not as much.
Now the point of this article is to go over this often asked question, how do I set an item aside for store use?
Helpful post. We’ve been doing this for a while now with one tweak: we created a matching Customer Type and then Price Rule, adjustment type Margin: 0%, so we sell the shop tools at cost.
Nick, that is an awesome idea. Originally, we were suggesting that folks manually change the sale price(s) to the cost of the product(s), but your method- vastly superior. You win.
Nice informative post. AT here you share good post that simply telling us how to maintain proper shop to customer. Awesome keep it up.
We have created our store as a customer ,but ring up all shop items at $0. By doing this it reduces the inventory by the actual cost of the items without showing a dollar value. or outstanding balance. The amount can then be determined by looking at cost of sales. This requires no credit our outstanding balance.
It seems that if you sell it to yourself at cost, then you are showing a balance due that has already been paid by the original item purchase.
I decided to take a bit of a different approach to this situation. I pay very close attention to my inventory and margin dollars. I found it very helpful to transfer items to a ghost store location. With the transfer it properly reflects the amount of inventory that was brought in to aid with buying, budgeting and forecasting while not raising any red flags for a poorly preforming item.
I’m pretty new to Merchant OS, does this make sense?
Ruda