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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 ...
Product Conditions
Product Conditions refer to the status of a product item based on its physical state or usability. Common conditions include New, Used, Refurbished, Damaged, and Expired. These classifications help businesses manage inventory valuation, sales ...
Getting Started - Setup Items (Products and Services)
In CustomBooks™, managing your inventory and services efficiently is crucial for smooth business operations. CustomBooks™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of items and ...
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 ...
Item Categories
Item Categories in CustomBooks™ Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of ...