Inventory Management is a vital piece of any business. If you don’t exercise proper inventory control, then you will not have accurate financial statements or job costing. Because Inventory Management works in conjunction with Invoice Items in Total Office Manager, it is important to set up your Invoice Item Preferences.

Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes Tran Date Invoice/Sale/Credit/

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Inventory Transfer

By |2021-07-09T00:39:32-05:00September 30th, 2020|

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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Handling Core Charges and Returns

By |2021-07-22T10:55:00-05:00December 31st, 2019|

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)

By |2021-07-08T16:04:12-05:00July 30th, 2019|

Introduction 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 item called “20’

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Item History

By |2021-07-23T23:38:14-05:00July 26th, 2019|

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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Inventory Costing Methods

By |2021-07-26T14:16:46-05:00July 26th, 2019|

Introduction 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 accounting. Those methods

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Item Update Historical Transations

By |2021-07-09T18:00:24-05:00March 25th, 2018|

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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Inventory Replenishment

By |2021-07-24T07:37:27-05:00March 25th, 2018|

Introduction 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 it possible to

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Inventory Adjustment and Review

By |2021-07-24T07:47:03-05:00March 25th, 2018|

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

Invoice Items – Serialized

By |2021-07-19T11:21:37-05:00March 25th, 2018|

Introduction An Invoice Items - Serialized is identical to an Inventory Part, except each and every item is tracked according to a unique serial number.  Through serialized items, you can track how many items remain in stock after a sale, how many items you have on order, your cost of goods sold, and the value

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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