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 ...
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 ...
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 ...
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 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 ...