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.
On the purchases side, quantities on hand are updated on the Item Receipt (if used, it is optional) or the bill.

Purchases Workflow
Related Articles
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 ...
Inventory Details: Item Costs, Item Quantities and Location Information
Inventory Details Overview Understanding inventory details, such as item costs, quantities, and location information, is essential for effective inventory management. Accurate insights into these details ensure proper stock control, cost tracking, ...
Item Receipts in CustomBooks™
The Item Receipt document in CustomBooks™ is essential for recording the receipt of goods ordered using a Purchase Order. It captures details such as items, quantities, and the time of arrival, ensuring accurate inventory tracking. When created and ...
Partial Shipment
Overview Partial shipments allow you to fulfill an order in stages, delivering only part of the ordered items initially, with the remaining items shipped at a later date. This can be particularly useful in scenarios where: Certain items are ...
Item Characteristics
CustomBooks™ does not currently have an Item Variation feature; however, you can manage item variations, such as sizes, colors, or other attributes, by utilizing the Item Characteristics feature. This method allows you to track item characteristics ...