Items Tips and Tricks

Items Tips and Tricks

Inventory Item Tips and Tricks


  1. Generate an Inventory Adjustment using the Generate button.
  2. Set up advanced pricing using the The Price Matrix link at the top of the Item Card.
  3. Attach related documents to the item by clicking the Attached Files button.
  4. Inventory Items may be edited by opening the Item card, making changes and clicking Save and Close.

    • Related Articles

    • 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 ...
    • How to Bulk Update Inventory Items

      Using the Data Import Wizard Items can be updated using the Data Import Wizard. To update an item, you must have at least the following fields: Item Code/Code of Source, Item Description, Item Type, and Units of Measure Set. These are the minimum ...
    • Inactivating Inventory Items

      Overview Items may be inactivated if they are no longer needed in your inventory. Usage To inactivate an item, Navigate to Inventory / Items Hightlight the item(s) to inactivate.   Use the ctrl key (windows) or cmd key (mac) to select multiple items. ...
    • Price Levels

      Price Levels in CustomBooks™ Price Levels allow you to group customers for customized pricing and reporting. With Price Levels, products can be automatically priced based on the customer selected in a sales document. This feature enables you to apply ...
    • Disabling Inventory Items

      Disabling Inventory Items Items may be disabled so that they do not appear on the list. This may be done for both service and product items. To disable an inventory item: Navigate to Inventory  Items. Highlight the item to disable. Click the Enable / ...