General Sales Topics

General Sales Topics

GENERAL SALES TOPICS


The topics in this section cover features that are available in more than one sales document.

  1. The Sales PAL chapter shows how it can help sales people get quantity and location information for inventoried items so that they can make the best decisions when selling to your customers.
  1. The Visual Status Indicators chapter explains the meanings of the green, yellow, and red circles that appear next to sales documents. 
  1. The Price Matrix section describes how to set up complex pricing scenarios.
  1. The Pricing Precision shows how you can use up to four decimals when pricing items.

    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



      • Related Articles

      • 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 ...
      • The Price Matrix

        Overview The Price Matrix allows businesses to incorporate very complex pricing structures in CustomBooks™, giving users granular control over pricing using Item Categories, Customer Price Levels, and Dates which provides flexibility. The software ...
      • CustomBooks™ Product Perks: February 2026 - Price Matrix

        Keep your margins protected - even when costs fluctuate - with the Price Matrix tool.As your costs change, Price Matrix helps ensure your pricing stays accurate and up to date automatically. With clear visibility directly in Item and Customer Cards ...
      • Price Levels

        Price Levels in CustomBooks™ Price Levels allow you to group customers for customized pricing and reporting. With Price Levels, products can be automatically priced based on the customer selected in a sales document. This feature enables you to apply ...
      • Using Sales PAL

        The Sales PAL (Price - Availability - Location) The Sales Pal functionality can help Salespeople make informed decisions when working with clients. On Sales Quotes, Orders and Invoices, this bar above the line items has a wealth of information. Upon ...