General Inventory Topics
Troubleshooting Inventory
CustomBooks™ has a strict inventory control system meaning that if you don't have something in inventory, you cannot sell it. It's important to understand how the inventory system works in order to avoid situations that result in "Insufficient ...
Importing Inventory Updates
It’s a good idea to complete the following procedure in your Test Company / Sandbox before doing it in your live account. Navigate to Quick Menu → Settings → Data Import. Click Items. Click Choose file for import and browse for the CSV file that has ...
Locations
Locations Locations are places where your inventory is stored. You can use locations to track your inventory at physical locations that are within your company or that belong to a vendor. When creating locations, think about all of the places your ...
Item Last Costs
Item Last Cost The Last Cost is the most recent purchase price of an item. It is derived from the cost on the Bill received for a Purchase Order. Inventory adjustments, item receipts, and assembly builds also update an item's Last Cost. The Item Last ...
Advanced Inventory Features
Advanced Inventory Features CustomBooks™ is packed with advanced inventory features that help businesses that make goods and services track their raw materials, costs, waste, and stock status. These features, when combined with our multi-location, ...
Disabling Inventory Items
Disabling Inventory Items Items may be disabled so that they do not appear on the list. This may be done for both service and product items. To disable an inventory item: Navigate to Inventory Items. Highlight the item to disable. Click the Enable / ...
Over and Under Shipping
Overview CustomBooks™ has a robust backordering system that will track an item from initial order through fulfillment, whether it be on the sales or purchases side. The system does not allow for negative inventory balances, but will allow ...
I selected 4 decimal places in settings for unit pricing but I can only use 2 places on an item. What's happening?
In order to use Precision Pricing and increase the available decimal places to 3 or 4, take the following steps: 1) Quick Menu → Settings → General tab - Set the number of decimals available to 3 or 4. 2) On the items for which you need to have more ...
How to Bulk Update Inventory Items
Using the Data Import Wizard Items can be updated using the Data Import Wizard. To update an item, you must have at least the following fields: Item Code/Code of Source, Item Description, Item Type, and Units of Measure Set. These are the minimum ...
Inventory Item Variations
CustomBooks™ does not currently support item variations as a built-in feature. However, this functionality is on the roadmap for future development. In the meantime, you can use the following workarounds to manage item variations like size, color, or ...
I have the Warehouse role set up in the system. Why can't I create an Inventory Adjustment?
Inventory Adjustments are considered an Accounting function in our system. Accounting rights must be granted by your administrator in order to create an Inventory Adjustment. User rights may be modified by navigating to Quick Menu → User list and ...
How can I track inventory in CustomBooks™ while drop shipping items?
CustomBooks™ has powerful multi-location features that can handle track the inventory for drop shipping. Here's one possible solution: 1.) Enable Multi-location feature in Admin Panel → Inventory Settings. 2.) Create a location called Dropship. 3.) ...