Items
Inactivating Inventory Items
Overview Items may be inactivated if they are no longer needed in your inventory. Usage To inactivate an item, Navigate to Inventory / Items Hightlight the item(s) to inactivate. Use the ctrl key (windows) or cmd key (mac) to select multiple items. ...
Item Categories
Overview Items can be grouped logically using categories. Categorizing items can provide the following benefits: Reporting Pricing Categories in Reporting Reports that list multiple items are grouped by their category. This can be helpful when ...
Item Categories
Item Categories Item Categories allow you to group products and services for the purpose of organization, pricing and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of ...
Using Serial Numbers
Using Serial Numbers Using the Serial Number feature, assign serial numbers to received items on item receipts or bills and track items going out on shipments or invoices. Enabling Serial Numbers Open or create an item that will use serial numbers. ...
Item Last Costs
Item Last Costs The item last costs page lists all inventory items with the last price you paid for them. Clicking on the line will navigate to the Purchase Order where this last purchase was made. Navigate to Inventory → Item Last Costs.
Creating Service Items
Creating a Service Item Service items differ from product items in that are not tracked in inventory. To create a service item : Navigate to Inventory → Item. Click Create. Enter an Item Code (product number, sku, etc). Enter a Description for the ...
Creating Product Items
Creating a Product Item CustomBooks™ has two types of items: Product and Service. The big difference is that Product items are tracked in inventory. To create an product item : Navigate to Inventory → Item. Click Create. Enter an item Code (product ...
Are quantities of Items on hand updated after an estimate is turned to a sales order? Or when invoice created?
Sales Side Quantities on hand are updated on the shipment document (if used, it is optional) or the Sales Invoice. Sales Workflow Purchases Side On the purchases side, quantities on hand are updated on the Item Receipt (if used, it is optional) or ...
Creating Custom Fields : How to create inventory items with multiple, reportable Custom Fields?
Creating Custom Fields Steps : 1. Navigate to Quick Menu → Settings → General Settings. 2. Under the Custom Fields section click on the Custom Field link. 3. Expand Product folder by clicking the + icon next to it and select Common (for all item ...
Average Costs
1. What is average costs? This is the average cost the quantity of the item currently in inventory. This is used in the calculations for the Inventory Valuation Report. 2. With weighted average costing, what document is used to calculate the cogs? ...