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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

  • From the main menu, click Edit | Preferences, or

Preferences File Path
Preferences File Path
  • From the toolbar, click the Preferences button.

Preferences Toolbar
Preferences Toolbar

Field & Button Definitions

My Preferences

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

Company Preferences

Preferences – Items – 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.

Related Content

Preferences – Checking