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 ...
Creating Service Items
Service Items refer to non-physical services provided by your business, such as consulting, labor, maintenance, or repairs. These items are not tracked in inventory but require proper accounting for billing and financial reporting. Viewing the List ...
Creating Product Items
Product Items are physical goods that are tracked in your inventory. These items require careful management to ensure accurate stock levels, cost tracking, and order fulfillment. Viewing the List of Items To view the list of Items: Go to Lists > ...
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 ...