Inventory and Services Record Window

This window contains all of the details about an item or service that your company sells. You can control stocking levels, accounts associated with items for purchases and sales, pricing, and more. Select a tab to find out more about how you can improve invoicing and purchasing for your business:

Quantities tab (inventory items only)

What do you want to do on this tab?

View the item's quantity on hand using a different unit of measure

Add or change the minimum stocking level for this item

Serial Numbers tab (Enterprise)

What do you want to do on this tab?

Turn on serialization for this item

Add serial numbers to item that are already on-hand

 

Units tab

What do you want to do on this tab?

Add or change a unit of measure for this item

 

Pricing tab

What do you want to do on this tab?

Add or change this item's price

Add or Change this item's foreign currency selling price

 

Vendor tab (Enterprise) 

What do you want to do on this tab?

View the Inventory & Vendors window

 

Linked tab

What about departments? (Premium)

What do you want to do on this tab?

Add or changed a linked account for this inventory item

 

Time and Billing tab (service activities only) (Premium)

What do you want to do on this tab?

Change the billing and payroll options for this service activity

Build tab (inventory items only) (Premium)

What do you want to do on this tab?

Create a bill of materials for this inventory item

Add or remove a component from a bill of materials item

Statistics tab

Taxes tab

What do you want to do on this tab?

Change an item's tax exempt status

Add or change the import duty for an item

 

Additional Information tab

What do you want to do on this tab?

Add or change this item's Additional Information text

Turn on or off the Additional Information Notes window for this item

 

Detailed Description tab

History tab (inventory items only)

What do you want to do?