Product Conditions
Product Conditions refer to the status of a product item based on its physical state or usability. Common conditions include New, Used, Refurbished, Damaged, and Expired. These classifications help businesses manage inventory valuation, sales pricing, and stock availability accurately. In CustomBooks™, Product Conditions are assigned to product items with Serial Numbers.
Viewing the List of Product Conditions
To view the list of Product Conditions: Navigate to Lists > Product Conditions.
From the Product Conditions List View, you can:
- Create New or Copy a Product Condition.
- Export the Product Conditions List to Excel, PDF, or other formats.
- Manage Columns: Add, remove, or reorder.
- Create multiple custom views using Filters, Sorting, Ordering, and Conditional Appearance Settings.
Creating a New Product Condition
To create a new Product Condition:
- Navigate to Lists > Product Conditions.
- Click Create > New.
- Enter the Product Condition Description.
- Click Save or Save and Close.
Setting Up Product Conditions
You can set up Product Conditions for product items from the Item Card or from the Item Receipt/Bill (when receiving items).
Setting Up from the Item Card
- Navigate to Inventory > Items, then open the product item. The Product Condition column is visible only for product items with serial numbers.
- Go to the Serial Numbers tab.
- Open the Serial Number details (double-click) and enter the Condition from the drop-down.
- Click Save or Save and Close.
Setting Up from the Item Receipt/Bill
- From the Item Receipt/Bill window, open the Serial Number Details column from of the product line item.
- Enter the Product Condition for each Serial Number in the drop-down.
- Click Save and Close.
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