User Guide

Adding Inventory Records
Workbook 47
S
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Quantities tab
The Quantities tab appears only if you choose Inventory in
the Type field.
Show Quantities In.
Select the unit of measure in which the
quantities are shown, for example, dozen, kilogram, or
tonne. You set the units of measure on the Units tab.
Minimum Level.
Enter the minimum quantity you wish to have
in stock.
Note:
The remaining fields on the Quantities tab are described
later in the Workbook under “Adding Historical Inventory
Information.”
Units tab
If you select a service item, the only field that appears on
this tab is Unit of Measure. You do not need to differentiate
between stocking, buying, or selling units of measure for
services.
If you select a service item that you designated as an activity for
Time and Billing, then the fields on the Units tab are unavailable
for edit. Use the Time And Billings tab instead.
Stocking Unit of Measure.
Enter the unit of measure in which
you stock the item in your inventory, for example, dozen,
kilogram, or tonne.
Selling Units
and
Buying Units.
If you buy or sell items in a
different unit of measure than the one in which you stock the
item, uncheck the Same As Stocking Unit box under the Buying
Units or Selling Units section.
Unit of Measure.
Enter the unit of measure in which you
buy or sell the item, such as dozen, kilogram, or tonne.
Relationship.
Describes the relationship between the
stocking unit and the buying or selling unit. Enter the
number of stocked units that make up a buying or selling
unit or vice versa. For example, if the stocking unit of
measure is kilograms and selling unit is grams, you would
enter 1000 in the first box, and select Grams per Kilogram in
the second box: