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Invoicing Best Practices

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Inventory Management

Stay on top of your inventory, orders, sales, and deliveries by monitoring them from anywhere, at anytime

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Inventory Management
Assemblies
Warehousing
TRUE Inventory Management

CustomBooks™ offers comprehensive TRUE inventory management capabilities, enabling users to remotely track inventory levels, orders, sales, returns, and deliveries at all times. This helps businesses streamline operations management by identifying and eliminating inefficiencies in their organizational structure.

Control Real-Time Inventory

Keep track of when shipments arrive, when inventory leaves,and where it's located with CustomBooks™'s advanced inventory management features. Unlike other small business cloud accounting software, CustomBooks™ offers specialized tools for managing inventory. Whether you sell online or offline, we have a solution for you.

Track items in multiple locations

CustomBooks™ allows you to keep track of the movement of items between different locations by recording the transfer. This feature is available when multi-location is enabled in your account. Additionally, you can attach files and any supporting documentation that is relevant to the transfer,making it easy to access and refer to later.

Set up Flexible Document Flow

With CustomBooks™, you can streamline the process of creating quotes, invoices, purchase orders, and bills by using inventory items.This feature allows you to quickly and easily select items from your inventory,reducing the need to manually enter item details each time.

Inventory Levels on every sales order

Manage Assemblies

CustomBooks™ allows you to create assemblies in your inventory, which are a group of items that are used together to make another item. This feature can be very useful for businesses that manufacture products,as it allows you to track the cost of the individual components that make up a finished product. We also have a disassembly feature.

Inventory Highlights

Real-Time Inventory by Category & Location ▾
Item Receipts & Shipments ▾
Advanced Unit of Measure Conversion
Purchases by Item Summary Report ▾
Lot/SerialNumberTracking
Assemble/Bill of Materials ▾
FIFO and Weighted Average Costing
Return Managment (Sales and Purchases) ▾

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