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. |