Rob Wright

Question asked by Rob Wright 10 years ago

We are new to Clearbooks...is the stock control system able to deal with stock levels, linked to PO's and Sales invoices?

And is the job costing feature effective?

1 Reply

Hello Rob,

Yes, you can use stock items to be included in both sales and purchases side of Clear Books.

When you add a stock item, you will need to mark it as both sales and purchases and set the pricing.

The pricing for the stock is static and will remain the same. You can edit this when you create the invoice/bill however.

The PO's option is a toggle feature, so please go to Settings > Organisation > Toggle Features to turn it on. You can convert sales invoices to a PO if you need as well.

http://www.clearbooks.co.uk/support/guides/purchase-orders/create-a-po-and-turn-it-into-an-bill/ http://www.clearbooks.co.uk/support/guides/purchase-orders/emailing-pos/

For job costing, we use a feature named time tracking. This will allow you to make a task which can then be converted into bills. Please look at the guides below for help on tasks.

http://www.clearbooks.co.uk/support/guides/search/?guide-search=tasks

Vanish

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