Hi @lubos ,
It is good to see Sales invoice items & Purchase invoice items merged into Non-inventory items, but now the column they provided is also gone.
I put my non-invertory items there (Consultation, Delivery fees), including one with Inventory in the account column and item column empty. Which was a feature request. (see picture below).
Old Sales invoice item screen
So after creating an invoice item there used to be an extra column present on the invoice. When entering invoice lines I could choose an invoice item or an account. When choosing the invoice item SUP (see picture) manager would automatically set the Inventory account and display inventory item dropdownlist. This worked like a charm for me.
At present that item column has been removed and I have to search through all inventory items to find my non-inventory items.
Therefore I’d like to request a grouping column, e.g. Item Group, to be added to both inventory items as well as non-inventory items, just like Item code and Item Name.
Userstory of request
When at least one group has been created, an extra column will be present on the invoice at the beginning of every invoice line. This column will function as a filter for all items coupled to this group.
When there’s only one item in a specific group, the item column, account column and optional tax-code and discount column will be automatically filled.
When there are more items in a specific group, the item column will show dropdownlist where all items coupled to this group are present.
When a group is coupled to an item in the input details screen of a (Non-)inventory item, it’s properties will override that of the item.
Groups are to be created in Setting module.
Examples of groups for a car parts business could be Lighting, Radiators, Screenwipers for inventory items and Insurance, Delivery fees for non-inventory items.
Table for GROUP could look something like this:
Name - name of group
Account - account for all items in group
Tax code - default tax code for all items in group
Discount % - default discount for all items in group
Why is that? You can enter some characters to filter down options.
Or, give your non-invoice items a code like 0001 or so and they will show at the beginning of the list since the list is sorted by item code, then by name.
That is of course the easy way I’ll do that for now.
It’s just that I am used to having a small list at the beginning of every line and then a filtered one, instead of a flat file list where all items are present, like example below. It also feels aesthetically right. But both options are fine.
The grouping thought came to mind because of the reason above and the idea that changing a default tax-code or discount for a whole group of items, would just be a few clicks away from within manager, instead of using export/import. Also with my old company there used to be discount per productgroup / customer, which might be asked for in future. So I thought I’d introduce the concept and see what happens.
Example:
Consulation
----- Consult short
----- Consult long
Delivery fees
----- Small package
----- Medium package
----- Large package
After working with it like it is this week, I’m really hating the outcome. Please correct it so that inventory can be tracked better and the labor can be tracked. Before if I new the item number but not the part number, I could search the item number under the inventory and find it that way. Now I must know the exact part number to add items to the invoice. It has really been an all around major change than before.
. Program still works but not really happy with the outcome. I am not against change for the better but notice this quote and it does the same on an invoice.
@Brucanna, no - this is clear, all fine. But you showed another screen shot before where could see purchase and sales price in the overview for inventory items
this would be great also to get this overview and see the purchase and sales price on non-inventory items
I’ll do that for now.
