Non-Stock Items

Non-Stock refers to any Item that does not require inventory tracking, normally intangible charges like delivery/pickup fees, credit card surcharges, damage waiver, etc.

1. Edit an existing item or create a new item via the Setup > Items screen.

2. Ensure you have selected an Item Type that is not a Hire item type.

3. Check the Non-stock checkbox under the Configuration section.

4. Click Save Changes.

• Internal Assets

  • If you need to track your own vehicles or other assets so you can create maintenance records or simply track their usage history on jobs, then you can create them as a Non-Stock item.

  • It is good practice to assign them to a unique Item-type to keep them separate from your regular items.

• Generic Placeholder

  • It can be a good idea to set up a generic placeholder item, for one-off cases where you don't necessarily want to create a new item, it can fill in for anything.

  • Usually, it's best to set them up with a name such as "PLACEHOLDER" which can later be renamed when added to an invoice.

• Delivery and Pickup Fees

• Labor and service fees

• Material Handling fees and other Percentage Calculation items.