V8 - Inventory setting descriptions

Adjustment number prefix. A value to be placed automatically before all system-generated reference numbers on adjustment transaction forms. This field is optional. 

Always use average costs for cost by location. Calculates the cost basis at a specific location using average costs instead of FIFO or LIFO, even if you use FIFO or LIFO otherwise. Can be helpful for producing reports that are more meaningful. 

Auto-build assemblies. Builds assemblies automatically when creating a shipment. Builds top-level assemblies only, not all levels of a multi-level assembly.

Barcode height. Establishes the height of printed barcode labels. A common height is 144 px (about two inches). All computers and printers are different, so different sizing may be needed to achieve desired results. 

Barcode width. Establishes the height of printed barcode labels. A common height is 144 px (about two inches). All computers and printers are different, so different sizing may be needed to achieve desired results. 

Build number prefix. A value to be placed automatically before all system-generated reference numbers on build transaction forms. This field is optional. 

Calculate reorder points. Calculates reorder points automatically, on a weekly basis. The calculation makes an estimate based on historical data. Available on Pro Plan only. 

Count serials by unit. Counts serialized items by the number of serialized units, regardless of the transaction totals. This is an advanced setting and should not normally be changed. If unsure, leave the default setting. Contact Support for assistance if needed. Available on the Pro Plan only. 

Default adjustment account. Establishes the default account for tracking inventory adjustments. Normally, this would have a name such as Breakage, Spoilage, or Adjustments. 

Default asset account. Establishes the default asset account to be used for new items unless otherwise specified. 

Default cash account. Establishes the default cash account to be used when paying for items at the time of receipt. 

Default CC for work orders. Automatically copies all work orders to a specified email address. 

Default checking account. Establishes the default checking account to be used when paying for items at the time of receipt. 

Default COGS account. Establishes the default cost-of-goods-sold account to be used for new items unless otherwise specified. 

Default credit card account. Establishes the default credit card account to be used when paying for items at the time of receipt. 

Default income account. Establishes the default income account to be used for new items unless otherwise specified. 

Don’t ask about negative inventory. Tells SOS not to warn you when shipping, using, or adjusting items that would cause negative inventory. Do not check this box if you want to avoid negative inventory.

Don’t show quantity on builds and shipments. Removes the quantity column of each item used in a build and shipment. May be desirable for customers creating very long builds or shipments. 

Find items by short name. Check this option to omit the category assigned to an item as a prefix to the item name on transactions, exports, and reports. For example, instead of Produce:Fruit:Berries:Blackberries, only Blackberries is displayed. Use this option carefully, as you can cause yourself to be unable to look up items if you have multiple items with the same name. 

Job number prefix. A value to be placed automatically before all system-generated reference numbers on job forms. This field is optional. 

Job tracking. Tracks transactions by job. 

New items taxable. Sets new items as taxable by default.

Next adjustment number. Resets the transaction form reference numbering for adjustments. 

Next build number. Resets the transaction reference numbering for builds. 

Next job number. Resets the transaction reference numbering for jobs. 

Next proc txn number. Resets the transaction reference numbering for process transactions. 

Next transfer number. Resets the transaction reference numbering for inventory transfers. 

Next WO number. Resets the transaction reference numbering for work orders.

Picture height. Establishes the height of printed item pictures, which are typically used for sell sheets. A common height is 144 px (about two inches). All computers and printers are different, so different sizing may be needed to achieve desired results. 

Picture width. Establishes the width of printed item pictures, which are typically used for sell sheets. A common width is 144 px (about two inches). All computers and printers are different, so different sizing may be needed to achieve desired results. 

Prevent negative inventory in bins. Authorizes SOS to forbid transactions that would cause negative inventory in bins. 

Proc txn number prefix. A value to be placed automatically before all system-generated reference numbers on process transaction forms. This field is optional.

Rental inventory. Enables rental inventory. 

Search any part of item name. Searches for items by any part of the name. 

Search item description. Enables searching for items by description (in addition to name). This setting can slow your search results, especially if you have many different items. 

Sync new items. Syncs new items with QuickBooks Online by default. 

Track workers. Tracks individual workers when you enter labor items on builds or process transactions. 

Transfer number prefix. A value to be placed automatically before all system-generated reference numbers on inventory transfer forms. This field is optional. 

Use units of measure. Tracks multiple units of measure for items. Feature is available for all transactions except estimates and sales receipts.

Valuation method. Used to calculate the value of your inventory on reports. SOS supports three valuation methods: weighted average, FIFO (First In, First Out), and LIFO (Last In, First Out). FIFO is the default method. If you don’t know (or don’t care) which valuation you use, you can leave the default option. A change in valuation method will not affect transactions made prior to the change. Questions about the impact of changing your business’s valuation method should be discussed with a qualified accountant. 

Value serials by specific ID. Values serialized items by specific unit cost, regardless of the valuation method for other items.

WO number prefix. A value to be placed automatically before all system-generated reference numbers on work order forms. This field is optional. 

Work order footer. Text that shows at the bottom of every work order. 

Work order from. The email from which work orders will be sent. 

Work order message. The body of email messages sent with work orders. Do not use HTML.

Work order title. Change this value if you want to change the title when printing or emailing work orders. For example, some people use Job order instead. The title should be no more than 50 characters.