Estimates - creating "Quantity" and "Each" fields

Chris Roberts's Avatar

Chris Roberts

25 Jun, 2018 08:16 AM

Hi

How do I create and input information into the Estimate "Quantity" and "Each" fields.

It's not immediately apparent to me!

Thanks

Chris

  1. Support Staff 1 Posted by Mathew on 26 Jun, 2018 09:37 AM

    Mathew's Avatar

    Hi Chris,

    These fields only appear when you're selling a product rather than only recording income.

    To add a product, think about whether it's a service or stock item. Easy Books will not attempt to manage stock levels or post between your asset and expense accounts if you set up products as services. For stock products, which are suitable for anything you buy and sell on, it will try to keep the Qty and cost value and devalue your assets as you sell.

    With a product defined, you can select it in place of the income account when creating a sale.

    Mathew

  2. 2 Posted by chrisdroberts on 26 Jun, 2018 10:05 PM

    chrisdroberts's Avatar

    Thanks Mathew, very helpful.

    Kind regards

    Chris

  3. Mathew closed this discussion on 27 Jun, 2018 07:11 AM.

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