Items Overview

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The Items section is where you manage everything about what you sell or stock: pricing and descriptions, on-hand inventory, purchase orders to restock, and the departments you use to organize it all.

Items tile menu with Item Info, Inventory, Ordering (POs), Vendors, and Departments
  • Item Info — the master record for each item: manufacturer, vendor, department, unit of measure, and sell price.
  • Inventory — individual on-hand lots for inventory-type items.
  • Purchase Orders — order stock from a vendor and receive it into inventory.
  • Departments — the categories items are organized into.

Vendors (who you buy from) are covered in their own section, since you also reach them from Bills.

Searching Across Everything #

To find an item, a lot, or a client’s purchase by a serial number, UPC, or price, use Global Find on the My Stuff tab. It searches items, inventory, and the documents they appear on in one step.

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