Non-inventory items

The Non-inventory items functionality allows users to use non-inventory items, i.e., turn off inventory tracking for these items.

Examples of non-inventory items include office furniture and supplies, cleaning supplies, equipment rentals, and internet or travel expenses. They can also include small or incidental items necessary for daily operations that do not fit into a specific inventory category.

We do not recommend using non-inventory items for services because you will not be able to collect statistics on their sales. Please read what we recommend in this FAQ section article.

• Non-inventory items can only be used in Purchase Orders, Customer Orders, and Invoices (they can be bought and sold, such as office equipment).
• Non-inventory items cannot be used in BOMs, Manufacturing Orders, or Shipments.
• These items are not part of inventory or inventory management (they do not have stock lots, bookings, etc.) and aren't visible in Stock -> Inventory.

This functionality can be enabled at Settings -> System settings -> Professional functions -> Non-inventory items.

When the functionality is enabled, then:

• The setting This is an inventory item (Yes/No) will become available when creating a new article at Stock -> Items. This setting defaults to "Yes" (the entered item is a stock item).
• Once the item has been saved, this setting cannot be changed. An inventory item cannot be converted to non-inventory and vice versa.

Jump to:

1. Demo video: Non-Inventory Items
2. Using non-inventory items in Customer Orders
3. Expense items for procured services
4. Charging for services

Using non-inventory items in Customer Orders

If the Professional function “Non-inventory items” is enabled, non-inventory items can be added to customer orders.

You can use these for services without direct cost (for example, an additional guarantee).

When the software updates the customer order’s Status and Part status, non-inventory items are ignored. If a customer order contains only non-inventory items, it is possible to select any CO status manually.

If the item has a cost (for example, shipping that you order from a vendor of yours), please create a regular item. This allows linking customer orders with purchase orders and thus allocating costs towards particular customer orders. To separate these items from inventory items, please create a separate product group.

Expense items in MRPeasy Accounting

If you pay for services or non-inventory items, which should be expensed immediately, it is possible to:

1. Set an expense account as the default posting account for non-inventory items.
   
   1. Go to Accounting -> Chart of accounts.
   2. Edit the expense account.
   3. Select it as a default account for "non-inventory items."
2. Or, set a custom account for the product group containing the non-inventory items.

Posting date

If you have been billed for your non-inventory item now, but it is actually last month's expense, then enter the invoice date from last month for your correct bookkeeping.

See also: Automatic accounting transactions.