The Item List in Smart Invoice

The Item List allows you to create, edit and manage reusable items for invoices, estimates, purchase orders, etc. By adding items to the main Item List you can quickly add them to documents without having to reenter all of the information each time you use an item. Furthermore, you can track the quantity on hand of inventory items as well as easily adjust for price changes, item costs, etc. To view the Item List simply select Business > Item List or click the Item List icon in the left-hand SI&E Navigation Panel. With the Item List screen open you may click on the New, Edit or Delete icons to create, edit or remove items respectively.

The Items List allows you to enter new items by clicking on the New icon to open the Item dialog box (also used to edit existing items.)

1. First you will select what type of item you are creating by selecting an option from the Type menu. You can create inventory or non-inventory items, service items, etc. For the purpose of this tutorial we will create an inventory item.
2. In the Item ID field enter an ID number for your item.
3. Use the Description for Sales field to enter a brief description that will help customers identify the item.
4. Enter the price you will charge for the item in the Price/Rate field.
5. The Percentage box is to convert the amount in the Price/Rate field to a percentage for discounts or other charges (Type: Discount, Other Charge) so you will leave it unchecked here.
6. If the item should have sales tax applied when sold check the Taxable check box.
7. In the Description for Purchases field enter the name or description of the item as it should appear to your supplier on purchase orders (e.g., the suppliers part number.)
8. In the Cost field enter the cost of the item to you.
9. In the Quantity On Hand field enter the number of the items in stock at the time you are creating the item so the program can track future inventory.
10. Enter the number of items at which inventory needs to be reordered to insure restocking of the item in the Reorder Quantity field.
11. Check the Inactive box if the item will not be used or is unavailable.