Overview
Customer Items in Infusion are designed to store and manage detailed information about key items sold to or owned by your customers. It enables efficient tracking of product history, warranty details, and in the future service requirements.
How Customer Items are created
Adding a Customer Item
Users can manually add a Customer Item by navigating to the Customer Items section under Customer module and entering the relevant details.
To know more about manually creating a customer item check Add a Customer Item
Automatic Creation
Customer Items can be automatically created when:
- a Customer Invoice is posted
- a sale is paid through the Point of Sale (POS) system
Note: Only products that have a Customer Item Type assigned will generate a Customer Item when Invoiced
To know more about how Customer Items are created from an Invoice and POS check Creating Customer Item from Customer Invoice
ChatGPT said:
Before adding a Customer Item in Infusion check the Customer Item Settings to ensure they align with your business requirements.
Exceptions to Customer Item Creation from Invoices
In certain cases, customer items are not created from invoices even when both the product and customer settings are enabled for customer item creation. Below are some known exceptions:
Multi tracked serial numbers
Creating a Customer Item when multi tracked serial tracked products is not supported in the current implementation.
If a product with multiple quantity serial number tracking is added to the invoice, a customer item will not be created. This occurs even if both the product and customer settings are configured to allow customer item creation from invoices.
Please add these manually if you choose to generate customer items for a multiple quantity serial number tracked product
Buildups
Infusion currently does not support generating Customer Items from Products within Buildups
After creating a Build Up, manually generate the associated Customer Item in the system. This ensures accurate tracking but can be time-consuming.
