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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 ...
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 ...
CustomBooks™ Product Perks: February 2026 - Price Matrix
Keep your margins protected - even when costs fluctuate - with the Price Matrix tool.As your costs change, Price Matrix helps ensure your pricing stays accurate and up to date automatically. With clear visibility directly in Item and Customer Cards ...
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. ...
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 / ...