Inventory

Creating custom lists and fields entries


 

You can make entries for the custom fields you've named and choose the custom lists on which you want this item to be displayed.

How you might use custom lists and fields

Custom fields allow you to enter any information you like - they can be used to indicate an item's weight or an employee's last review date, for example. You then use the report design feature to display that information on your reports.

Custom lists enable you to create lists of predefined attributes that remain standard over time and can be used to sort your cards and items - they can be used to sort items according to the type of the warranty you offer or sort customers according to your sales territories, for example. You then use AccountEdge's report customization feature to choose which warranty or sales territory list you wish to display in your report.

The Item Information window contains three custom lists and three custom fields. You can enter names for custom lists and fields using the Custom List and Field Names window- Item view. You can add entries to each custom list using the Custom Lists window - Item view.

Reports you can customize with custom lists

Analyze Sales (Item)
Analyze Sales (Item - vs. Last Year)
Sales (Item Summary)
Sales (Item Detail)
Purchases (Item Summary)
Purchases (Item Detail)
Analyze Inventory (Summary)
Auto-Build
Price Analysis
Price List
Sales History Reports (OfficeLink)

Reports on which you can include custom fields

Analyze Sales (Item)
Analyze Sales (Item -vs. Last Year)
Sales (Item Summary)
Sales (Item Detail)
Purchases (Vendor Detail)
Purchases (Item Summary)
Purchases (Item Detail)
Analyze Inventory (Summary)
Analyze Inventory (Detail)
Auto-Build
Inventory Count Sheet
Items List (Summary)
Items List (Detail)
Price Analysis
Price List
To Do List (Stock Alert)

Step by step

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