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Creating a Misc Item in your Inventory

Updated over 3 weeks ago

Many times we need to sell something on an order, but it's something we don't inventory. The following are some examples:

  • Delivery fees

  • Installation fees

  • Setup fees

  • Discounts

  • Damage Credits

Likewise, if you are do not keep track of inventory for Dryer Cords, Washer Hoses, etc., these items can be added as Misc Items.

To create a Misc Item

  1. Click the Menu icon

  2. Expand the Inventory menu option

  3. Click on the Misc items menu option

  4. Click the +Misc Item button at the top left of the screen

  1. Enter the following details:

    1. Brand

    2. Classification

    3. Model

    4. Description - this shows appears on the Quote, Order or Website

    5. Image

    6. Sale Price - what are you charging the customer

    7. Cost - this helps keep track of margins

    8. Taxable - check the box if the item is taxable

    9. Default Tax Rate - leave this blank if you set up your Nexus in your Point of Sale Settings under the General Tab. If it is something different than that tax rate you can enter a Default Tax Rate

    10. Slot - if you would like the include the item as a slot when scheduling enter 1, if not enter 0

    11. Click the Update button.

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