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.

To add an inventory or service item "on the fly":

  1. In the window you are working in, do the following action:
    2. How to add an inventory or service item "on the fly"
    In this window: Do the following action:
    Sales, Orders, and Quotes Double-click on a new line in the Item Number column or click the arrow to open the drop down list
    Purchases, Orders, and Quotes Double-click on a new line in the Item Number column or click the arrow to open the drop down list.
    Inventory & Vendors (Sage 50 Quantum Accounting) 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.
  2. Click Create.
  3. Create the record for the inventory item or service.