Non-inventory Items

Overview

Non-inventory Items in Manager.io are predefined entries you can use to quickly fill in invoice, order, and quote line items. While they behave much like Inventory Items, Non-inventory Items differ in that they are not tracked for quantity or value. Instead, they act as convenient shortcuts or templates for frequently-used products or services that do not require stock management.

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Accessing Non-inventory Items

1. Go to the Settings tab in Manager.io.
2. Select Non-inventory Items from the settings menu.

This section allows you to create, edit, or delete Non-inventory Items as needed.

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Key Features

• Auto-fill Line Items: Add commonly-used items or services to invoices, sales orders, purchase orders, or quotes with a single click.
• No Stock Tracking: Unlike Inventory Items, Non-inventory Items are not monitored for stock levels or value in Manager.io.
• Custom Shortcuts: Perfect for services, fees, or products you sell or purchase regularly, but don’t need to track inventory for.

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Use Cases

• Service businesses (e.g., consulting, labor charges)
• Non-stocked products (e.g., custom goods, drop-shipped items)
• Common fees (e.g., shipping, setup fees)

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Example Workflow

1. Create a Non-inventory Item
   Navigate to the Non-inventory Items screen and enter details such as item name, description, and default price or accounts.

2. Add to Invoice or Order
   When creating a new invoice, quote, or order, select the Non-inventory Item from the available list. Relevant fields will auto-populate, saving time and reducing data entry errors.

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Summary

Non-inventory Items streamline your workflow by letting you quickly add preset products or services to transactions, without involving inventory controls. Set them up in the Settings > Non-inventory Items screen and use them to enhance efficiency in your sales or purchasing processes.