Convert a non-inventory product to inventory when you want to keep it in stock instead of special-ordering it. Converting creates a new inventory product from the non-inventory one, so you don't have to set the product up again from scratch.
Converting is one-way. You can't convert an inventory product back to non-inventory. The original product stays on your non-inventory list and keeps receiving price updates from your business-to-business (B2B) vendor connection. The new inventory product doesn't receive B2B price updates.
Inventory vs Non-Inventory Products
Floorzap has two product lists: the Non-Inventory Products list and the Inventory Products list. Non-inventory products are products your business does not stock. Inventory products are products your business keeps in stock.
How businesses use the two lists varies:
Some businesses stock nothing and only use the non-inventory list.
Some stock a few supplies, such as glues and installation materials, in the inventory list, and special order their flooring through the non-inventory list.
Some stock a lot and keep reordering.
Products in the non-inventory list can be updated by your B2B vendor connection. Products in the inventory list are not updated by B2B.
How to Spot an Inventory Product on a Work Order
On a work order, an inventory product shows an icon of three stacked boxes. A non-inventory product shows a different icon: a grid of small squares, similar to a QR code.
Convert a Non-Inventory Product to Inventory
To convert a non-inventory product to inventory, start from your non-inventory product list and use the Convert to Inventory option on the product.
Go to your Non-Inventory Products list and find the product you want to convert.
Click the Gear icon on the product.
Select Convert to Inventory. Before you save, check that these fields are correct:
UOM (unit of measure) and Unit
Coverage (must be greater than 0)
Cost, Margin, and Selling Price
These fields are hard to change once the product has stock. See How to Change the Unit of Measure (UOM) on an Inventory Item and Why Inventory Product Cost and Price Aren't Editable in the Product List.
Click Save.
Click Yes to confirm.
Floorzap opens the stock page for the new inventory product.
What Doesn't Carry Over When You Convert to Inventory
When you convert a non-inventory product to inventory, the new inventory product copies almost everything from the original. These details don't carry over, so add them to the inventory product if you use them:
Product images
Compare prices
Units per pallet
Pieces per UOM
Weight per UOM
If you sync with QuickBooks, Floorzap creates a new QuickBooks item for the inventory product.
When to Convert a Product to Inventory
Convert a non-inventory product to inventory when your business decides to start stocking a product that is already in your non-inventory list. Converting puts the product in your inventory list without retyping its information.
For example, a business that sells mostly carpet and orders full rolls, keeping the balance as stock, will convert products to inventory often. A non-inventory special order can't order more than a job needs, so converting lets you stock the rest.
Note: If a product is not in your non-inventory list and you know you will always stock it, add it directly to your inventory list instead of adding it to non-inventory first. During onboarding, inventory is imported from formatted sheets, so you don't need to add those products to the non-inventory list first.
Add Stock to Your New Inventory Product
A product you just converted to inventory starts with 0 on hand. How you add stock depends on whether you already have the product:
You already have it in stock: add your existing quantity from the product's stock page. See How to Manually Add Inventory Products.
You need to order it: create an inventory purchase order (PO) from the Inventory Product List, then receive it when the shipment arrives. See How to Create an Inventory Purchase Order.