Customer Account

Updated April 30, 2024

Applies to : Inventory and Finished Goods

Items that are entered into either the Inventory or Finished Goods systems may be assigned to specific Customers.

 

This option may affect the valuation of inventory if the Item has an Estimating Unit Costs and/or the option Customer Owned is checked.

 

Inventory Item (Sheet)

Finished Goods Item

 

This will mean that only when a the Customer Account is selected in Estimating or Order Entry on the Header Screen will the Item be available to select.

 

 

For example; 

 

A Customer may have Shells that are to be used for imprinting and are stored as an Inventoried Item. The User will only be able to select the Shell Stock when the Customer has been selected on the Header Screen. If the User does not select the Customer than the Shells would remain hidden from the Stock selection. 

 

This holds true for any type of Inventory (Sheet, Roll, Ink or Standard Items) as well as Finished Goods Items but not Kits. However, the User may elect to assign a Customer to a Category which will have the same affect but for all Inventory or Finished Goods Items (or Kits) within the Category.