Item Categories
Item Categories
Item Categories allow you to group products and services for the purpose of organization, pricing and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of pricing data in CustomBooks™. After Item Categories are defined, they are available to be associated to Items and applied to the Price Matrix for pricing purposes.
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Creating an new Item Category
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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 ...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 ...How to create a service item?
Creating a Service Item Service items differ from product items in that are not tracked in inventory. To create a service item : Navigate to Inventory → Item. Click Create. Enter an Item Code (product number, sku, etc). Enter a Description for the ...How to create a product item?
Creating a Product Item CustomBooks™ has two types of items: Product and Service. The big difference is that Product items are tracked in inventory. To create an product item : Navigate to Inventory → Item. Click Create. Enter an item Code (product ...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 ...