How to Create Alerts Based on the Quantay Sold of an Item 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, […]
Items – Alerts Based on Quantity Sold (Qty Checking feature) Read More »
How to Reserve Items That Have Sold to a Customer The Item Reservation feature allows you to reserve Inventory Parts and Serialized items that are currently in your warehouse(s) and prevent them from being sold to another Customer:Job. Once reserved, you can only place the reserved items on Sales and Invoices for the Customer:Job that
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Introduction to Inventory Costing Inventory accounting may sound like a huge undertaking but in reality, it is quite straightforward and easy to understand. You start with the inventory you have on hand. No matter when you sell a product, the value of your inventory will remain constant based on accepted and rational methods of inventory
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Item Lookup Introduction The Item Lookup window is a powerful tool used to locate invoice items when completing estimates, sales, invoices, purchase orders, and other similar forms. As an overview to the Item Lookup concept, items are located in the item list on the left-hand side of the window, then transferred to the “basket” on
Quick Explanation of the Item Alias Feature Invoice Items are required to have a main item number. This value is entered into the Name/Number field of the item. That item number may not be the item number used by the vendor(s) that you buy the item from. The Item Alias feature allows you to enter
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Introduction From time to time it may be necessary to change the [Chart of Account] selection for your Invoice Items. When this is done you will be presented with the option update historical information. What this means is that you are able to change the account previous transactions using this item have been posted to
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Introduction From time to time it may become necessary to update the Income, COGS/Expense, or Asset [Chart of Account] selections for your Invoice Items. Doing so can affect past (historical) transactions should you choose to allow it. Step-By-Step Upon saving after changing either the Income Account, COGS/Expense Account, or Asset Account selections for an Invoice
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Introduction to Inventory Replenishment This help topic will explain how you can easily evaluate your current inventory status and quickly generate Purchase Orders to replenish your stock levels. Usage Use this feature to monitor stock levels of inventory items and reorder as needed. Reordering is done through the creation of Purchase Orders. This form makes
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Introduction This topic covers the use of the Inventory Review/Adj form. Usage Use this form to adjust the quantity on hand (how many you have in stock) and\or move items from one location to another. Typically, this form is used after an inventory is taken and the actual number of items in stock don’t match
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Introduction This topic covers the use of the serialized inventory item adjustment form. There is another topic that covers adjustments for non-serialized items called Inventory Item Adjustment (non-serialized). Usage Use this form to adjust the quantity on hand (how many you have in stock), locations of the item (what warehouse the item is located in),
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