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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 ...
Inventory Details: Item Costs, Item Quantities and Location Information
Inventory Details Overview Understanding inventory details, such as item costs, quantities, and location information, is essential for effective inventory management. Accurate insights into these details ensure proper stock control, cost tracking, ...
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 ...
Inventory Item Variations
CustomBooks™ does not currently support item variations as a built-in feature. However, this functionality is on the roadmap for future development. In the meantime, you can use the following workarounds to manage item variations like size, color, or ...
Deactivating and Reactivating an Item
Deactivating and Reactivating an Item To make an item inactive: Open the item. Go to Inventory > Items, then double-click the item you want to open. Check or mark the "Item is Inactive" box located in the bottom-left corner of the item card. Click ...