Custom lists can be used to sort your cards and items. You might want to use a custom list to sort your items according to their location in the warehouse. You could label one of the custom lists "Bin" and create an entry in that list for each bin in your warehouse. Then, every time you create an item record, you'll choose the name of the bin where you store the item from your custom "Bin" list. You can use AccountEdge's report Customization feature to choose which bin list you wish to display.
You could also use custom lists to print a list of customers who are assigned to each of your sales territories, for example, or a list of each salesperson's customers. (Using report filters)
Printing custom list entries
You can print your card custom list entries on forms for which cards custom lists are available. In order for the fields to print, you must perform an additional step. (To add data fields to a form)
You can also print item custom list entries on item sales, item packing slips and item purchases. (To add data fields to a form)
Step by step