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, project and class functionalities give you the power of an enterprise. This section describes the following inventory related features:The CustomBooks™ Inventory Module
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Advanced Units of Measure
CustomBooks™'s Advanced Units of Measure functionality allows the user to maintain control over inventory while carrying out the daily business in a way that reflects the buying and selling practices of your company. You can buy an item in a case, ...
Lots
Overview Lot numbers are assigned to a particular quantity, batch or grouping of a manufactured product in order to give traceability from raw material to consumption. In CustomBooks™, lots are recorded on the item receipt for purchased goods and ...
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. ...
Using Serial Numbers in CustomBooks™
CustomBooks™ has the ability to track serial numbers for product items on sales and purchase documents. Enabling Serial Numbers To enable the use of serial numbers, navigate to Quick Menu ➜ Settings ➜ Inventory tab and check Use Lots and Serial ...
Advanced Topics
Advanced Topics Here’s a list of some advanced topics: Adding Sales Tax on Transactions Adding, removing or changing fields in Customer / Vendor Central Advanced Inventory Features Assembly / Bill of Materials Custom Fields Built-in Sales Tax ...