How does CustomBooks™ help me manage my inventory?

How does CustomBooks™ help me manage my inventory?

Where do we start?


CustomBooks™ offers comprehensive TRUE inventory management capabilities, enabling users to remotely track inventory levels, orders, sales, returns, and deliveries at all times. This helps businesses streamline operations management by identifying and eliminating inefficiencies in their organizational structure.

Inventory Highlights


  1. Inventory by Category and LocationReal-time inventory tracking helps businesses gain better visibility and control over their stock, optimize supply chain management, and reduce the risk of stock-outs and overstocks. It enables informed decisions, such as identifying slow-moving products and managing reorders. Tracking by category and location is especially useful for businesses with multiple warehouses, ensuring efficient inventory distribution. With the right solution, businesses can improve operational efficiency and deliver a better customer experience.
  2. Advanced Units of MeasureCustomBooks™'s Advanced Unit of Measure (UoM) helps businesses improve inventory accuracy, reduce errors, and save time. It enables better tracking and optimization of inventory management, leading to improved operational efficiency and a better customer experience.
  3. Lots/Serial Number Tracking - Using Lots and Serial Number Tracking in CustomBooks™ helps businesses manage inventory with greater accuracy and control. Lot tracking monitors groups of items, ensuring traceability and managing expiration or batch details, while serial number tracking tracks individual items, providing detailed histories and improving accuracy. These features help streamline inventory management, reduce errors, and enhance customer satisfaction.
  4. Assembly/Bill of Materials The Assemble/Bill of Materials system allows businesses to create bills of materials, which are lists of components and their quantities required to assemble a finished product. This system also enables businesses to track the inventory levels of the components used in production and update inventory records automatically when finished products are assembled.
  5. FIFO and Weighted Average Costing - By offering both FIFO and Weighted Average Costing, CustomBooks™ provides businesses with greater flexibility in managing their inventory costs, improving their accuracy in tracking inventory, and ultimately increasing their profitability. With these advanced inventory costing methods, businesses can optimize their inventory management processes, reduce the risk of errors, and deliver a better customer experience.
  6. Inventory Reports - Inventory Reports in CustomBooks™—including the Item Quick Report, Item Activity Report, Item Valuation Report, Quantity On Hand by Location Report, and Inventory Stock Status by Item Report—provide businesses with crucial insights to effectively manage their inventory. These reports offer detailed information on item quantities, transactions, valuation, and stock status across locations, enabling businesses to track inventory levels, monitor item performance, and assess stock distribution. By using these reports, businesses can make informed decisions, optimize inventory management, avoid stockouts or overstocks, and improve operational efficiency.
  7. Item Receipts and Shipments - The Item Receipts & Shipments system allows businesses to track the movement of inventory items from the time they are received to the time they are shipped. This system also enables businesses to generate item receipts and shipments, allowing for accurate and efficient inventory tracking. With this solution, businesses can quickly and easily update inventory records, ensuring that inventory levels are always up-to-date.
  8. Warehouse Transfers and Inventory Adjustments - The Warehouse Transfer and Inventory Adjustment features in CustomBooks™ help businesses manage inventory by streamlining stock movements and maintaining accurate records. Warehouse Transfers allow businesses to efficiently move inventory between locations, ensuring stock levels are properly allocated across warehouses. Inventory Adjustments enable businesses to update inventory quantities, correcting discrepancies due to damage, theft, or other reasons. Together, these features ensure businesses can maintain accurate inventory counts, improve stock management, and prevent costly errors in their inventory system.
  9. Inventory features are in the Cloud! - Our inventory features are hosted in the cloud, allowing your company to access real-time data from anywhere, whether you're at the office, warehouse, or on the go. With CustomBooks™, multiple team members across different locations can easily collaborate and stay updated on inventory levels, transactions, and stock movements. This cloud-based access ensures that your inventory management is efficient, accurate, and up-to-date, improving overall business operations and decision-making.

CustomBooks™ provides a comprehensive suite of inventory management features designed to streamline operations, improve accuracy, and optimize stock control. With real-time tracking, advanced features, and insightful reporting, businesses can manage their inventory with greater efficiency, reduce errors, and make informed decisions. Take advantage of these powerful tools to enhance your inventory management and drive better business outcomes.
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      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 ...
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      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, ...