The links above provide quick access to the SOS Inventory user guide, frequently asked questions (FAQ), and our informative how-to guides. You can also click the link in the top bar to access a series of instructional videos.
To contact our support team, email firstname.lastname@example.org or call 888-545-4146. Email support is available 24/7. Phone support is available during business hours (9:00-6:00 Mon-Fri US Central time).
Rules for Editing:
If editing Customers or Vendors:
If editing Items:
This can only be accomplished by the master administrator on the SOS account.
Note: Can only be accomplished by your accounts master administrator.
Note: When using Units of Measure, you need to ensure that the option "Update Default Cost" is off in your purchasing settings. If on, it will update the item to have a cost of the larger UOM.
Note: If you intend to overwrite the default template you may use the same name. If this is to be a new version of the template, use a different name because there cannot be more than one instance of that form in your database.
This must be accomplished by the master administrator on the account. You have the sync error "Your connection to QuickBooks Online has expired. Go to the 'QuickBooks' menu in SOS Inventory. Remove your connection to QBO and then create a new one."
Note: Ensure you have edited the original Default Location to have an appropriate name, address, and options.
Note: Ensure that the location you want to bin track currently has NO stock levels for any item at that location. If you are converting a location to bins, you will need to get a capture of the current levels using the bulk edit spreadsheet. Then bring them all to zero both in quantity and value.
First, make a location bin tracked.
Second, create your bins at that location.
Get a fresh bulk edit spreadsheet of your items to add bins
If you know there is an error with an item or transaction not syncing, you can also go to the appropriate list page and use the column chooser (gear icon next to Quick Search) and enable the Sync column.
Now you can create a purchase order, select a vendor and an item, and SOS will check the vendor item catalog for the appropriate information if it is not the default vendor in the item's definition.