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Adding Material & Labor Items |
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Adding Material & Labor Items |
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Adding Material & Labor Items
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Adding Material & Labor Items |
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Adding Material & Labor Items |
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The ITEMS file consist of Material and Labor items that you sell and, or use. Use the Highlight Scroll Bar to select an existing ITEM record.
A. Enter Item # to search for a specific ITEM. With the Highlight Bar focused on the TABLE, enter the first few characters or numbers to begin the search.
B. INSERT, CHANGE & DELETE buttons are used to add, edit or delete record.
| o | ITEM: This field should be a unique inventory item number. |
| o | ITEM CLASS: This field is used to group items by a 'class'. |
| o | DESCRIP: This field is should to describe the item. |
| o | COST: Average cost each of all items that have the same item number. (Used by Phonebizz & Quickbooks) |
| o | PRICE: Price for sales, before discounts. |
| o | TAXCODE: Is the item taxable? Y=Yes taxable; N=Not taxable. |
| o | ISAPHONE: Y or N, used by Phonebizz. |
| o | ORDCOST: Cost to purchase a single item. (Used by Phonebizz & Quickbooks) |
C. FUZZY SEARCH OPTIONS may be helpful if an ITEM cannot be found by using the By Item #, By Description or By Class Tabs. Enter just a few logical characters for a Fuzzy Search, for example to find all items with the word JACKS key in JACK. The Fuzzy Search will change the TABLE showing all items to only those items that contain the word JACK.
D. Configuration File
CSP can store additional information about each ITEM that is more germane to the communications industry. By using a separate file from the ITEMS we are able to maintain the additional information despite the fact that you may be importing your items from another program like Intuit's QuickBooks. For more information refer to the Configuring Components section.
E. Import QB Items
To import QB ITEMS into CSP you must export the ITEMS from QuickBooks as a standard QB '.IIF' file. The IMPORT process will only import ACTIVE QB items.