Tax on invoices/sales quotes, seperating finished goods from raw materials

  1. Is there a way to change if tax applies to all items on a quote/invoice rather than doing it individually for every item? For some of our customers we need to charge VAT for other not (export). The invoices can involve quite a lot of items so it becomes cumbersome to change individually.

  2. We need to charge transport to some of our clients, does it have to be manually written and priced on each invoice (since it’s not in inventory)?

  3. Is there a way to tag certain items as finished goods so when doing sales quotes those are the only items to choose from, rather than getting all raw materials and packaging materials used in production on the same list?

  4. We are a manufacturer but we also have a retail shop, how can I most conveniently include the shop sales and stock into manager? From the factory we only do wholesale and in the shop it’s retail so the pricing is different. Would it be better to duplicate the finished goods and have two separate entries with different prices or I would have to use the discount option on the invoices issued from the factory?

  5. Can manager provide average raw material and packaging used per month? With that information can I set up “alerts” for items that are low in stock?

There will be more questions as we continue this Manager journey. I tried going through some guides, but I either didn’t look hard enough or I looked in the wrong places.

Thank you!

No. Individual tax codes are necessary in case of different taxes applying to different goods and also to accommodate the possibility of returns.

No. Just do not select an item. Choose the relevant account (such as Freight charges) and enter a description. If you want, you can define a non-inventory item to streamline the work. See Create non-inventory items | Manager.


You can do either. It makes no difference from an accounting standpoint. The question to ask is probably how do you warehouse the items. If they are in the same place, I would use the discount approach. If they are stored in different locations, I would create separate items to simplify physical stock counting.

Create an Inventory Quantity Movement report for several months. The average use rate will need to be calculated outside Manager. But by copying the report and pasting it into a spreadsheet, you could get this in a few seconds by adding a column for the calculation.

Did you use the Search function on the Guides page?

Thank you for all the information.

It’s great to be able to do for each item, but I wish there was a toggle to change all or for instance if a certain tax is already selected when you add new lines it would copy whatever tax was selected last. I don’t see an option to make invoice templates but I guess I could use the recurring invoices and set up “templates” that way? Or perhaps I should just use a sales quote as a template and clone it to avoid reentering everything?

I will give them a special tag in the product code. When creating non-inventory items you can chose if the item can be purchased or sold, it would be great if there was a similar option for inventory items!

Is there a way to order inventory items in how they appear in a search or it’s just by alphabetic order on the item code?

I did but not always sure how to phrase the questions and there are so many terms I’m not familiar with. I will get there one day.

“Templates” for invoices do not exist. You can change appearance with themes. See Change the look of forms with themes | Manager. Themes do not change accounting content, however. Default content is changed via Form Defaults: Set form defaults | Manager. You can set a default tax code for sales invoices, but it only applies on the first line item. You can set tax codes when defining inventory and non-inventory items. You can also set them for accounts, so everything posted to a specific account gets the same tax code.

Recurring invoices will just tell you it is time to create the invoices. They will produce the same invoice every time. Read Set up and manage recurring sales invoices | Manager.

Cloning a sales quote will give you another sales quote. Copying a quote to a sales invoice is necessary if you want the invoice.

The sort is alphanumeric by item code (if any are used), then by item name.

You don’t need questions, and phrasing is irrelevant. Just type in key words in any order.

For future reference, please limit your posts to one topic. That way, people who can answer them will see them. Most of your questions had nothing to do with tax or separating finished goods.