- Document for Excel Invoice Manager
This version of the document, "Product or Service Detail", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.
Thewindow provides a number of fields that you may optionally store data in. The only required field on this window is the field. However, you will want to fill in other fields like price, and stock if applicable.
First, let us look at the Command List bar.
|Save Changes||Whenever you edit or add a product you want to be sure to save your changes!|
|Delete Product||Deleting a product totally removes the product record from the database. This does not affect previously created invoices.|
|Sync Invoice Item Cost||By default, the product cost of an invoice item is set to the cost value of that product when you create an invoice, and the total cost of the invoice is calculated based on that cost. However, you can use this button to update all invoice items related to the product and to set their cost value to the product's current cost.|
|Product Category||This button displays thewindow where you can add, edit, and delete product categories.|
|Product Report||This button displays thewindow where you can create new reports.|
|Refresh||Reload data from the database. This command is used basically in a network environment where multiple users open the same database. You can use this button to refresh data modified by other uses.|
Below is a description of some important fields on thewindow.
|Category||The category field helps you organize products. Click thebutton on the Command List bar to manage categories.|
|Product ID||The ID value uniquely identifies a product. This value is generated automatically if left blank.|
|Description||The product's description is the only required information you must enter. It is a free-form text field.|
|Status||Potential values areand . Only active products will be displayed when you click the icon button on the worksheet.|
|Is a service||Check this box If you do not maintain a physical inventory for the product.|