DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Sales invoice item vs description


#1

I’m just wondering what the intended purpose is behind the ‘Item’ and ‘Description’ fields for sales invoices. I’ll explain…

I started out defining invoice items, by entering the main item name in the ‘Name’ (Item) field and treating the ‘Description’ as a place to optionally put additional details about some items—so I left the description blank in most of my sales invoice items. But now, as I add items to my invoices, I see that the blank description field is automatically populated with the item name, forcing me to manually delete it when I don’t want a description.

This has led me to question whether I’ve misunderstood the intended purpose of each field. @lubos: Were you picturing the ‘Description’ as the main customer-identifiable product name, with the item name more of an internal code?


#2

That’s how it used to work but then after feedback from userbase, Item name became something that is printed on the invoice too. Therefore it’s pointless to repeat the same information in both columns (it made sense before). I fixed this in the latest version (15.3.71)


#4

Thanks Lubos. After some thought, I’ve ended up switching to using the description on my invoices, rather than the name, because it gives me the flexibility to edit the item, which I sometimes do. (I’ve removed the item name from my invoice template.)

I’d be interested to hear what other people do, if anyone happens to stumble across this thread and wants to share.


#5

It causes a lot of problem to me, because I have to write the product name myself to description field. As u click on the “sales of inventory item” in summary , it shows the sales split by customer and product (Description) . In there description act as product . So @Lubos if you have disabled the description field autofill then kindly put Item Name/product Name Field in above mentioned report/form . Or please enable description so that I may use that split for further use . thanks


#6

Do you realise you can add your own descriptions to products under Settings > Sales Invoice Items? The autofill only kicked in previously if you left the Description field blank.


#7

@Kal . You are right . Hoever by doing that sale does not hit inventory , inventory of the product remain unchanged even after sales .


#8

Ah okay. I don’t deal with inventory, so I wasn’t aware. Hopefully Lubos can sort it out for you.