User's Manual

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SohoOS User Manual, version 7.0
Items
Items are all of your products and services. Essentially, this category covers anything you can attach a price
tag to. In this section, you can manage prices, inventory and more. Start by clicking Items on the menu on
the right side of the page. This option is only available while in My Business View.
Image 32 – Adding a new item
To create a new item, click the icon on the top of the Items page, or the dropdown menu,
followed by Items. Make sure you fill in all of the relevant information for each item, including assigning a
vendor, setting a price, and recording the actual quantity of the items that you have in stock.
You can also add a new item while making an estimate, invoice, or purchase order. Just click in the box
under Product or Service and select + Add New Item from the dropdown menu. In the pop-up window, click
Show more details to fully fill in all information about the item. Click Save, and you'll be returned to the
estimate, invoice, or P.O. you were working on.
P.O. (Purchase Orders)
When you order supplies from a vendor, you must first issue a purchase order, or P.O. Start by clicking P.O.
on the menu on the right side of the page. Clicking while in My Business View will show all of your purchase
orders, whereas clicking in Selected Contact View will only show purchase orders for that vendor.