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
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
Serial numbers are unique identifiers assigned to individual items for tracking purposes. They help manage inventory, enable warranty and service tracking, prevent fraud, and ensure accurate stock control. In CustomBooks™, use the Serial Number ...
Item Last Costs
Understanding Item Last Cost The Item Last Cost refers to the cost of an item from its most recent purchase or receiving transaction (through an Item Receipt or Bill) and inventory adjustment. It reflects the last price paid for that specific item, ...
Creating Service Items
Service Items refer to non-physical services provided by your business, such as consulting, labor, maintenance, or repairs. These items are not tracked in inventory but require proper accounting for billing and financial reporting. Viewing the List ...
Creating Product Items
Product Items are physical goods that are tracked in your inventory. These items require careful management to ensure accurate stock levels, cost tracking, and order fulfillment. Viewing the List of Items To view the list of Items: Go to Lists > ...
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? ...