Setting Up Item List & Inventory
Updated over a week ago

Item List vs. Inventory

When creating an estimate or invoice, line items are added from your Item List. Therefore, your Item List will include all of the product and services you offer, including services, products - inventory, and products - non inventory, along with relevant information such as quantity, value, and other attributes.

In contrast, your Inventory is a catalog of only the line items you have designated as product - inventory along with relevant information such as quantity, value, location, and other attributes.


Adding Line Items

Option 1: Mass Import

  • To learn more about mass importing your line items, click here.

Option 2: Accounting Integration

  • Integrate your QuickBooks Online, QuickBooks Desktop, or Xero and to sync your line items. To learn more, click here.

Option 3: Manual Add

  • Utilize the Add New Item button in FieldPulse to create new line items.


Manually Adding Line Items

Select Invoices in the left-side menu, then click the Item List tab in the header, and then select Create Item.

Click on Create Item

Begin by entering a name for your new line item. You can then select whether your item is a service, a product you will track in inventory, or a product you will not track in inventory. Enter an Item # or SKU if applicable.

The price, quantity, and taxation for line items can be modified after it is inserted into an invoice. Therefore, the price, quantity, taxation, and description are not required when you create an item. If you do fill them out, they will automatically populate the line item with default values in all of your invoices, which can be modified after they are added.

You also have the option to add your unit cost, markup percentage, and a description. To learn more about Markups, click here.

Click on Item Name *

You can also add item tags and a barcode for any item. If you have set your item type as product - non inventory, you can select and link a supplier.

If you have set your item type as product - inventory, you can select and link a supplier, as well as track the line item by serialized inventory. To learn about Serialized Inventory, click here. Additionally, you can add inventory to different hubs and set up auto-replenishment. To learn about Inventory Hubs, click here. To learn about Auto-Replenishment, click here.

Click on Inventory…

Once you have completed these steps, make sure to press Save. Your new line item will be saved in the Item List and you can now use it on estimates and invoices.


Item List & Inventory Glossary

Field Title

Explanation

Example

Item Name

A descriptive name for the inventory item

Copper Pipe - 1/2 inch x 10 feet

Item Type

Service: A non-physical item

Product Inventory: Materials which you track

Product Non-Inventory: Materials you don't track- materials you will order from a supplier as needed

Service: Labor, Equipment Hire, Overhead

Product Inventory: Pipe, Hot Water Unit

Product Non-Inventory: Water Softener System

Item #/ SKU

A unique identifier or stock-keeping unit for tracking the item

CP125-10FT

Unit Cost

The cost incurred per unit for the item

$5.00 per unit

Unit Price

The price at which the item is sold per unit

$10.00 per unit

Default Quantity

The default quantity on hand for the item

100 units

Taxed

Indicates whether the item is subject to taxes

Select Yes or No

Item Tag

A label or tag for additional categorization or grouping

"High-Demand"

"Special Order"

UPC (Barcode)

The Universal Product Code or barcode for the item

012345678912

Supplier

The company or entity from which the item is sourced

Plumbing Supply Co.

Track by Serialized Inventory

Indicates whether each item has a unique serial number for tracking

Select Yes or No

Hub Selection

A button to select from current hubs and add inventory levels to specific hub

"Office"

"Brice's Truck"


Video Tutorial


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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