Printed Form for Inventory Used

Feature

Goldenseal 3.7 adds a new printed form that you can use when you are billing a project on a Time & Materials basis, and use materials that you have stored in inventory. It gives you an itemized breakdown of specific materials, which you can attach to the regular T&M bill.

Suggested By

User feature request.

How to Use

When you use materials from inventory on a Time & Materials project, follow these steps:

1. Choose Inventory Used from the Costs menu.
2. Click the New button.
3. Enter the Inventory account from which the materials were taken.
4. Enter the job, and other details for the inventory items used.
5. If you want to itemize the exact materials used, click on the Breakdown popup field on the left, and enter Category or Items. Then enter the specific items into the breakdown table.
6. When you are finished entering the Inventory Used record, choose Print Forms from the File menu.
7. Click the Print button.

Technical Details

The Inventory Used form is similar to a Sales receipt, only it's for Time and Materials projects.

NOTE-- The T&M Billing in Goldenseal will show the Inventory Used transaction as part of the bill. You only need to print the Inventory Used record if you want to show a detailed breakdown of materials used, in addition to the regular bill.

We really weren't sure what to call this form! It's really not an invoice, nor is it a sale. If you have a bright idea for what it should be called, please let us know!