Enabling and Disabling Items
Enabling / Disabling Items
To disable an item:
- Open the item detail by double-clicking the item in the list.
- Check the checkbox labeled “Item is Inactive” located near the bottom of the screen.
- Click Save and Close.
To enable an item, simply uncheck the checkbox.
Disabling an Item or making it Inactive
To hide the disabled items from the list, check the checkbox labels “Hide inactive items” located near the bottom right corner of the item list view.
Hiding a disabled or Inactive Item
Related Articles
Disabling Inventory Items
Disabling Inventory Items Items may be disabled so that they do not appear on the list. This may be done for both service and product items. To disable an inventory item: Navigate to Inventory Items. Highlight the item to disable. Click the Enable / ...Enabling AvaTax
Enabling AvaTax Enable Avatax Sales Tax in CustomBooks™. Navigate to Quick Menu → Settings → Sales Tax. Check the Yes checkbox next to Do you charge Sales Tax? Choose Avalara as the Sales Tax Calculation Method. Enter your Avalara account number and ...How to create an Item Receipt?
Item Receipt The Item Receipt document records items, their quantities, and time of arrival with goods that were ordered using a purchase order. In CustomBooks™, Item Receipts are generally created when a shipment of items ordered from a vendor ...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 ...Enable Pop-up Windows
Recommended Browsers Enabling browser pop-up windows is essential for accessing your CustomBooks™ account. When you log in and open a client or company account, the application opens in a new tab. If pop-ups are disabled, the account won't open, ...