CRMworx Software

Adding Material & Labor Items

Adding Material & Labor Items

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Adding Material & Labor Items

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importitemsfile

The ITEMS or Products file consist of Material and Labor items that you sell and, or use. Use the Highlight Scroll Bar to select an existing ITEM record.

 

itemstable

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.

upditem

oITEM: This field should be a unique inventory item number.
oITEM CLASS: This field is used to group items by a 'class'.
oDESCRIP: This field is should to describe the item.
oCOST: Average cost each of all items that have the same item number. (Used by Phonebizz & Quickbooks)
oPRICE: Price for sales, before discounts.
oTAXCODE: Is the item taxable? Y=Yes taxable; N=Not taxable.
oISAPHONE: Y or N, used by Phonebizz.
oORDCOST: 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.

fuzzysearch

 

D. Configuration File Option (Deprecated for this version)

E. Import QB Items

 

Related Topics:

 

Importing Items or Products from CSV files