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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 products 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.

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Adding Line Items

Option 1: Mass Import

• To learn more about mass importing your line items, the item list import guide.

Option 2: Accounting Integration

• Integrate your QuickBooks Online, QuickBooks Desktop, or Xero and to sync your line items. To learn more, the accounting integrations guide.

Option 3: Manual Add

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

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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. 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, the markups and margins guide. 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, the serialized inventory guide. Additionally, you can add inventory to different hubs and set up auto-replenishment. To learn about Inventory Hubs, the inventory hubs guide. To learn about Auto-Replenishment, the auto-replenishment guide. 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.

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Item List & Inventory Glossary

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Barcode Scanning for Item List Management

To easily update or add line items, use the barcode scanner. Our barcode scanner feature makes finding line items efficient and allows you to update your costs, pricing, inventory, and inventory location quickly. To get started, select Full Menu then navigate to your Item List in the mobile app. From here, select the Scan Barcode icon. Your device camera will now be used to scan the barcode. If the barcode does not exist in your system, it will read No Results Found. You can then select Create New Item. If you search a barcode that is already in your system, you can easily adjust the item name, cost, and price, as well as easily select the Open Full Item button to update other details of this item such as inventory. When clicking on Open Full Item, you can make edits to the Main Info, Advanced, and Pricing Options tabs. In the Inventory section below, you can adjust the counts of each inventory hub.

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Video Tutorial

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