ZigaForm version 5.3.5

Preferences – Items

By |2021-09-09T09:49:58-05:00July 26th, 2019|Comments Off on Preferences – Items
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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.

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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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