Articles tagged #ITEMS
Articles tagged
#ITEMS
Setting a Service Item to Create a Project
Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.
Quantity-based Price Levels and Other Related Pricing Schedule fields are Not Available in Service Items for Sale and Resale
Quantity-based Price Levels and Other Related Pricing Schedule fields are not available in Service Items for Sale and Resale items.
Quantity-Based Price Levels Do Not Appear on Service for Sale or Resale Item Records
Quantity-based Price Levels, found under the Sales/Pricing tab of an item record, allow users to set different prices per quantity sold. Sometimes, these quantity brackets do not appear on Service for Sale or Resale item records.
Missing Items when Receiving Purchase Orders
When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.
Unable to set Account for Corporate Card Expenses When Editing Expense Reports
A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.
Mass Delete Item Records through Inline Editing
To be able to mass delete Item Records using the Inline Editing function.
Create Report to Show Items on the Bins
The user needs an Item Saved Search that shows all Items on the Bin.
Rate Column on Sales Order Is Grayed Out
This article discusses on how to change the Rate on a Sales Order record.
Handling Inventory Items with Alias SKU
You should create separate inventory records for every item rather than creating alias stock keeping unit (SKU).
Item Search to see which Item does not have a Preferred Location
Item Search to see which Item does not have a Preferred Location
Enter Vendor Credits > Selected Items Only
You want to create a supplier credit that has an associated invoice in the system. However, you were unable to find the vendor record list under the Company field.
Role Permission > Access Demand History by Item Report
A user wants their custom role to access the Demand History by Item Report.
Using Quantity Pricing
Quantity based pricing lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.
Remove items in the Financial tab of the Vendor Record
Remove items added in Vendor record under Items subtab of Item records' Financial tab.
Setting a Default Inventory Costing Method
You can select the type of inventory costing method your business uses. The cost of your inventory is made up by your items' purchase prices and all costs incurred in acquiring these items. The costing method you choose determines how you handle the costs associated with buying the same items at different purchase prices over a certain period.