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 [email protected].