Clubspot allows you to track inventory for products. To facilitate easy input, we help you upload and build a copy of your vendor invoices directly in the Clubspot dashboard.
Article Navigation:
To pre-populate your vendors in Clubspot, navigate to Products > Vendors > and select the + Vendor button.
To create a record of an invoice in Clubspot, navigate to Inventory, select Vendor Invoices, and choose the + New Invoice. You’ll be prompted to record the invoice number, date, and total amount on the invoice that you received from your Vendor.
Once the invoice has been created, you’ll be able to record the items that were purchased. Use the Products column on the invoice table to search your existing product library for the item you purchased. If this is a brand new item, you’ll need to first create the product in Clubspot. Next, indicate the number of units purchased and the total cost for each inventory item. Clubspot will automatically calculate the cost per item. In order to complete the invoice, the total cost of each item + the shipping and other costs (tax, etc) must equal the total amount of the invoice that was keyed in at the outset. You’ll also be able to add a vendor from your existing vendor list, and upload a file of the physical invoice.
