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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 ...
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 ...
Getting Started - Setup Items (Products and Services)
In CustomBooks™, managing your inventory and services efficiently is crucial for smooth business operations. CustomBooks™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of items and ...
Importing Customer, Vendor and Inventory Item Data
Importing Customer, Vendor and Inventory Item Data Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen. Your ...
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, ...