Units of Measure.
Differentiates between different sizes (such as base unit of pound and a
purchased unit of a 50-pound bag). For more on this feature, see the section on Units of Measure.
Variants.
Creates variations of an item. Examples include size and color variants of the same
product. For more information on this feature, see Item Variants.
Boxes.
A future capability of SOS for EDI shipping that will enable an Advance Ship Notice (ASN) to
be generated from the Shipments list.
Clear Cache.
SOS caches an item’s quantity data (including quantity on hand and quantity for sale)
on sales orders, sales receipts, purchasing orders, and work orders. Although caching increases the
speed and performance on the items list, in certain situations it may not update as expected. The
Clear Cache action allows the system to zero out the cached quantities of an item. It does not affect
the stored quantity-on-hand number. Cached quantities are reestablished when the item list is
refreshed.
Add to Sync.
Provides the functionality of adding an item to the sync queue to send it up to
QuickBooks Online again. Also available on the Batch Actions dropdown list.
The Items list Column Chooser allows you to select which attributes you want to see displayed for
items. Columns available are # (Item ID), Name, Category, Description, Type, Vendor, In Stock,
Available, On SO, On SR, On PO, On RMA, On WO, On Rental, Reorder Point, Max Stock, Sales Price,
Purchase Price, Cost Basis, Weight, Volume, Image, Barcode, SKU, Url, Tags, Notes, Bin, Purchase
Description, Vendor Part #, Warranty, Sync, and Documents. Between Sync and Documents, you
will see any custom fields defined for the item. Select the ones you want to see and click Apply. The
list will automatically reformat to provide the best viewing of the columns selected. The saved
column selection will appear each time that user views the Items list until the selections are
changed by the user.
Categories work like parent items, grouping like inventory items together. For example, you may
have many items that are different types of chairs and, alphabetically, are scattered throughout
the items list. You could have a category item called
Chair
assigned to all the different chair items
so they appear together in the list. Some reports can filter by category to provide you a report of