Preferences – Items
Introduction
The Preferences – Items window is where users configure certain invoice item related default values and functions. Within the preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager.
Form Access
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From the main menu, click Edit | Preferences, or

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From the toolbar, click the Preferences button.

Field & Button Definitions
My Preferences

- Default Item Type – Assign an item type that preloads when creating a new item type within Total Office Manager.
Company Preferences

- Asset Account – Used to select the default asset account to propose when setting up certain invoice items (like inventory items, for example).
- COGS/Expense Account – Used to select the default cost of goods sold (COGS) or expense account to propose when setting up certain invoice items (like inventory items, for example).
- Income Account – Used to select the default income account to propose when setting up certain invoice items (like inventory items, for example).
- Adjustment Account – Used to select the default adjustment account to propose when entering inventory adjustments.
- Markup/Down Method – Used to select the markup method to propose when setting up certain invoice items (like inventory items, for example).
- Tax Code – Used to select the default tax code to propose when setting up certain invoice items (like inventory items, for example).
- Preferred Vendor – Used to select the default vendor to propose when setting up certain invoice items (like inventory items, for example).
- Use Item Alias Feature – When ticked, enables the “Item Alias” functionality in the program.
- Use Vendor Specific Pricing Feature – Allows users to create additional item numbers to represent to same original item. Many item # can mean the same thing.
- Use Inventory by Employee Feature – Check this box to associate a warehouse with an Employee and view inventory by that Employee from the Dispatch board and other places.
- Warehouse Assignment by User – Check this box to associate a warehouse with an Employee and view inventory by that Employee from the Dispatch board and other places.
- Use Item Assembly Feature –
- Use Item Reservation Feature – Used to reserve Inventory for Customer:Jobs.
- Use Labor Minutes – Used to calculate needed Labor on items on an Invoice.
- Enable Unit of Measure – Allows you to purchase a container and sell by the unit.
- Ex: Buy a roll of wire and sell it by the foot.
- Include Inactives in Item Lookup – When ticked, inactive items are included in the selection to choose from in the item lookup.
- Enable Zone Pricing – When ticked, the Zone Pricing advanced feature is enabled.