Create an Inventory or Service Item "On the Fly"

You can add an inventory or service item "on the fly" when you enter a sales or purchase invoice, order, or quote, adjust or transfer inventory, or assemble inventory items.

Before you can perform this task

To add an inventory or service item "on the fly":

  1. In the window you are working in, do the following action:
    2. In this window: Do the following action:

    Sales, Orders, and Quotes

    Double-click on a new line in the Item Number column or click the arrow to open the drop down list

    Purchases, Orders, and Quotes

    Double-click on a new line in the Item Number column or click the arrow to open the drop down list.

    Inventory & Vendors (Enterprise)

    Double-click on a new line in the Item column or click the arrow to open the drop down list.

    Bill of Materials and Item Assembly

    Double-click on a new line in the Item column or click the arrow to open the drop down list.

    Inventory Adjustments and Transfers

    Double-click on a new line in the Item column or click the arrow to open the drop down list.
  2. Click Create.
  3. Create the record for the inventory item or service.