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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 ...
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. ...
Inventory Adjustments
Inventory Adjustments Sometimes it is necessary to adjust the quantities on hand or cost of an item. Breakage, theft, loss or miscounting can cause the true quantity on hand to differ from what CustomBooks™ reports. Adjusting inventory counts is a ...
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 / ...
Price Levels
Price Levels Price Levels in CustomBooks™ is a way to group customers for the purpose of pricing and reporting. Using Price Levels, products can be automatically priced based on the customer entered on the sales document. With this feature, you can ...