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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 ...
Creating a Customer or Vendor
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
How to create a service item?
Creating a Service Item Service items differ from product items in that are not tracked in inventory. To create a service item : Navigate to Inventory → Item. Click Create. Enter an Item Code (product number, sku, etc). Enter a Description for the ...
How to create a product item?
Creating a Product Item CustomBooks™ has two types of items: Product and Service. The big difference is that Product items are tracked in inventory. To create an product item : Navigate to Inventory → Item. Click Create. Enter an item Code (product ...
Advanced Units of Measure
CustomBooks™'s Advanced Units of Measure functionality allows the user to maintain control over inventory while carrying out the daily business in a way that reflects the buying and selling practices of your company. You can buy an item in a case, ...