Help Category: Invoice Items & Inventory Management

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Setup and Usage of Customer Locations

Introduction Customer locations provide the ability to assign and track work by varies addresses without creating multiple Customer:Job records. This location will be available for selection on work orders only. With the addition of the location tracking, the location will flow into the line items of invoices with the location association for the work order …

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Inventory Transfer

Inventory Transfer Form Usage This form is primarily used to transfer inventory items from a location (such as your warehouse) to a job. This action will reduce inventory and increase the cost of goods sold (COGS) for the items you transfer. When you transfer items to a job using this form, you will NOT want …

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Zone Pricing – Setup & Usage

Introduction Zone Pricing allows for up to twenty (20) zone price level pricing for items that may be applied during invoicing.  This pricing will work similar to the Markup feature.  When a zone is assigned on an invoice/sale/estimate/credit, the item retail price will be populated to the selected item zone pricing.  This feature would overrule …

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Handling Core Charges and Returns

Core Charges Defined A “core” is a used and non-functioning part that can be recycled and sold as a remanufactured part. Some of the recyclable parts that manufacturers consider core parts are water pumps, motors, circuit boards, certain air conditioning compressors, and more. The return of core parts to the manufacturers lowers the cost of …

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Unit of Measure (UOM)

Inventory Unit of Measure Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an …

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Invoice Item List

Introduction The Invoice Item List is used to manage your invoice items.  Invoice items are simply the various line items which can appear on an invoice (or a sale, a credit, or an estimate).  Use the Invoice Items List to sort, filter, research, and export invoice item information and more. Form Access From the main …

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Item Receipt List

Introduction The Item Receipt List is used to review and manage your item receipts (sometimes called packing lists or packing slips). Form Access From the main menu, click Vendors | Receive Items List or You can also access this form from many other places in the software. Be sure to right-click on various forms and …

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Item Category List

Introduction The Item Category List is used to setup and manage the item categories in an organization.  Item categories allow for the logical grouping of like Items.  For example, a computer service company might have item categories for motherboards, cases, and memory.  An HVAC service company might have categories for motors, thermostats, and A/C condensers. …

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Item History

Introduction The Item History window is used to research the entire history of use for a particular invoice item. Form Access From the Invoice Item List (Lists > Invoice Items), highlight an item then click Actions > Item History, or From within an item record, click Menu > History. Field & Button Definitions Refresh – …

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Items – Qty Checking

Introduction The “Qty Checking” feature is used to setup custom alerts which appear when an attempt is made to sell either too little, or too much of a particular invoice item. For example, if copper tubing is to be sold in 5-foot minimum increments, and a 2-foot increment in entered on a sales form, an …

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