Lists
Product Conditions
Product Conditions refer to the status of a product item based on its physical state or usability. Common conditions include New, Used, Refurbished, Damaged, and Expired. These classifications help businesses manage inventory valuation, sales ...
How do I add a province or region to the dropdown list?
Payment Method
Payment Method in CustomBooks™ A Payment Method refers to the type of transaction or instrument used to settle financial obligations, such as paying a bill, invoice, or receiving payments from customers. It specifies how the payment is made, whether ...
Currencies
Currencies in CustomBooks™ CustomBooks™ supports multiple currencies, with USD set as the default. If you only deal in USD, no further changes are required. However, if you conduct transactions internationally, you may need to enable and configure ...
States
States in CustomBooks™ CustomBooks™ comes pre-loaded with the 50 United States. Users have the flexibility to add new states, modify existing ones, or delete them as needed. Viewing States To view the list of States: Go to Lists > States. Creating ...
Countries
Countries in CustomBooks™ The Countries list in CustomBooks™ comes pre-loaded with commonly used countries, which you can view, add to, modify, or delete as needed. Viewing Countries To view the list of countries: Navigate to Lists > Countries. ...
Item Categories
Item Categories in CustomBooks™ Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of ...
Classes in CustomBooks™
Classes Classes in CustomBooks™ are another way to categorize and group transactions, which may later be used in reporting. They may be applied to Sales Quotes, Sales Orders, Sales Invoices, Credit Memos, Projects, Time tracking entries, Purchase ...
Sales People
Sales People in CustomBooks™ The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. The Sales by Representative report can provide a breakdown of sales by each Sales Person for a selected time ...
Shipping Carriers
Shipping Carriers in CustomBooks™ A Shipping Carrier is a company or service that transports goods from one location to another. Common examples include UPS, FedEx, and USPS. In CustomBooks™, Shipping Carriers are used on Sales documents, such as ...
Units of Measure Sets (UoM Sets)
Units of Measure Sets (UoM Sets) in CustomBooks™ A Units of Measure Set is a group of units applied to an item. For example, imagine you run a candy store. You purchase candy bars by the case, sell them by the box to smaller stores, and individually ...
Projects/Jobs
Projects/Jobs in CustomBooks™ The Projects/Jobs module in CustomBooks™ allows users to group transactions for reporting and tracking purposes. A project or job is typically created for short-term needs, such as a client-specific task or project. For ...
Price Levels
Price Levels in CustomBooks™ Price Levels allow you to group customers for customized pricing and reporting. With Price Levels, products can be automatically priced based on the customer selected in a sales document. This feature enables you to apply ...
Payment Terms in CustomBooks™
Payment Terms Payment Terms are the agreed-upon conditions between a buyer and seller that specify when a payment for goods or services is due. These terms define the period within which payment must be made, any early payment discounts, and ...