Summary

Inventory are the items that you have in stock, and that you keep track of the amount you carry.


To bill a customer for inventory items, you will need to insure that the inventory function is turned on in your feature settings:



To add the inventory items and their prices, click on the Inventory module found in the left hand side menu:


The inventory module has the following columns:

  • Item Number - This is the inventory item Number.
  • Description - This is the description of the inventory item.
  • Avg Unit Cost - This is the inventory Avg Unit Cost.
  • Latest Cost - This is the latest cost of the inventory item.
  • Sale Price - This is the price that the customer is going to be charged for the item.
  • Tax Level - This is the taxes for the individual inventory line.
  • Quantity On Hand - The number of inventory items that are being charged for in the invoice.
  • Reorder Point - This number will trigger a symbol indicating the need to reorder that item.


This is the inventory section inside the work order:




Inventory Locations

To set your inventory locations go to Settings->Inventory:




You can also transfer inventory items from one location to the other to better track where your stock is:



If you have any questions about this functionality please contact the Service Desk through the feedback button or by emailing support@jobboxsoft.com.