Inventory - Maintenance

Inventory items represent the goods and services produced, bought, contracted or consumed by your company. PhreeBooks offers several inventory types to help manage the various attributes of each item. Some inventory types are tracked in your companies stock (stock items, master-stock items, assemblies) while others are not. All but the documentation type affect your companies financial position.

To better help organize your inventory items, PhreeBooks has a built in category and field tool. Attributes of inventory items can be added to category groups which can then be used in reports, forms, imported, exported or transfered to interface third party applications. For example, a category named packaging may be added to the inventory items and fields for package length, width, height and weight may be added to the category.

HINT: Before creating inventory items, setting up inventory categories and fields is recommended. If the categories and fields are set up prior to copying inventory items, the new fields will be copied when the item is copied saving the time to re-enter the data.

Related Topics

Inventory

Setting inventory default accounts
Adding inventory items
Editing inventory items
Copying inventory items
Deleting inventory items
Inventory adjustments
Entering an inventory assembly
Adding an inventory field
Editing an inventory field
Deleting an inventory field
Adding an inventory field tab (category)
Editing an inventory field tab (category)
Deleting an inventory field tab (category)

Inventory Activities

Using the price manager
Importing Inventory
Exporting inventory
Synchronizing with other applications