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…

[image] Kal: Were you picturing the ‘Description’ as the main customer-identifiable product name, with the item name more of an internal code? 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 pointl…

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,…

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…

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.

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

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

In my setup, the Inventory Item form has three text fields to define the item: “Item code”, “Item name” and “Item description”. When I (batch) created my inventory items I used the “Item name” field for my SKU numbers and left the “Item code” field empty. However when I created my first Sales Invoic…

[image] lampet: I have 120 inventory items, so I will have to try update them with batch create process. You cannot change or update existing inventory items with Batch Create. You must use Batch Update. The reason is that updating existing items requires the hexadecimal key, which does not y…

Thanks, Tut. Shortly after I posted that, I realised I needed to use Batch Update to achieve what I wanted, so it’s all good now. If the Item names field is used elsewhere, I’ll keep it. Thanks.

Sales invoice item vs description

Tut Split this topic September 20, 2019, 11:31am 12

A post was split to a new topic: Request for help with a custom report

Topic		Replies	Views
[16.3.19] Added "Code" field to inventory kits and invoice items	33	6946	January 18, 2023
Non Inventory Description To show as Column	16	329	July 11, 2022
Displaying Item Name instead of Item Code in Invoice	8	1043	January 18, 2023
Product Name and Description Column	21	7208	January 18, 2023
Item Descriptions Not Showing	17	1075	July 12, 2022

Sales invoice item vs description

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