Inventory
Anytime, anywhere inventory management in the cloud. Our advanced inventory system is capable of tracking multiple warehouses and comes complete with classes, projects, and user-defined, hierarchical location tracking that doesn’t stop at the warehouse. Set up warehouse sections, rows, bins – the power is in your hands.
Inventory works very closely with the Sales and Purchases modules to help you monitor inventory on a real-time basis. Inventory quantities are instantly updated when posting sales invoices, paying bills, recording credit memos, creating purchase returns and making inventory adjustments, so much of this inventory management happens behind the scenes automatically. In addition, we’ve created a set of tools that may be used to help you monitor and manage your inventory on a daily basis.
Items
An item represents something that you can buy or sell (or both). An item can be a product or a service, and the attributes that will be assigned will differ depending on this distinction. Items can have be in multiple locations, have more than one unit of measure and can be part of another assembled item. Service items are used in the time-tracking module and can be added as hours, minutes or a flat rate.
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Lots
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 ...
Using Serial Numbers in CustomBooks™
CustomBooks™ has the ability to track serial numbers for product items on sales and purchase documents. Enabling Serial Numbers To enable the use of serial numbers, navigate to Quick Menu ➜ Settings ➜ Inventory tab and check Use Lots and Serial ...
Using Serial Numbers
Serial numbers are unique identifiers assigned to individual items for tracking purposes. They help manage inventory, enable warranty and service tracking, prevent fraud, and ensure accurate stock control. In CustomBooks™, use the Serial Number ...
Assembly FAQ
1.) I read somewhere that you have assemblies. What is an assembly? CustomBooks™ has Assembly or Bill of Materials (BOM) functionality commonly used in the manufacturing industry, among others. The Bill of Materials in CustomBooks™ allows you to ...
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...