Inventory and Services > Creating an Inventory or Service Item on the Fly
Create an Inventory or Service Item "On the Fly"
You can add an inventory or service item "on the fly" when you enter a sales or purchase invoice, order, or quote, adjust or transfer inventory, or assemble inventory items.
Before you can perform this task
- If you are using customer orders, turn on the customer order setting.
- If you are using customer quotes, turn on the customer quotes setting.
- If you are using vendor orders, turn on the vendor order setting.
- If you are using vendor quotes, turn on the vendor quotes setting.
To add an inventory or service item "on the fly":
- In the window you are working in, do the following action:
- Click Create.
- Create the record for the inventory item or service.
| In this window: | Do the following action: |
|---|---|
| Sales |
Double-click on a new line in the Item Number column or click the arrow to open the drop down list |
| Purchases |
Double-click on a new line in the Item Number column or click the arrow to open the drop down list. |
| Inventory & Vendors |
Double-click on a new line in the Item column or click the arrow to open the drop down list. |
| Bill of Materials and Item Assembly | Double-click on a new line in the Item column or click the arrow to open the drop down list. |
| Inventory Adjustments and Transfers | Double-click on a new line in the Item column or click the arrow to open the drop down list. |