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If you ever come across situations where you need to quickly add an item to a transaction or to a work order that you know you'll only need this once, Miscellaneous Items are for you. This feature allows you to create a 'throw-away' item very quickly that will not stay listed in your active products, but it will show up on reports and will count toward your Cost of Goods Sold.

An example would be if you create custom items on the fly on request, each one unique and forever gone once it's been sold, such as custom surf boards, or jewelry, or printed art. It doesn't make sense with items like these to take the time to build a full product listing when you'll only be selling or creating the one unique item, so making a quick Misc. Item is ideal in situations like this.

Enabling Miscellaneous Items

There are two areas of the system you will be able to create Miscellaneous Items: Register Transactions and Work Orders. To begin using this feature, first click on the Admin Button in the upper right that has your username and go to Settings > Features > Miscellaneous Items. You will see the settings screen below, just toggle it to Enabled for the areas you will want and then click Save in the upper right.

Next, if you have Users in the system that are not top-level Administrators, you will need to enable User Permissions for this feature for both of the areas in whatever user Groups you will want to have access. To do this, again click on the Admin Button in the upper right and this time go to Users > Groups and click on the first group you want. Scroll down to the Point of Sale section and you'll see the Create Miscellaneous Items setting at the bottom of that list. Once that is set, scroll down further until you see the Work Orders area, and at the bottom of that list you'll find the new option to allow the users to Create Miscellaneous Items in your Work Orders. Once you have the user permissions for the group configured the way you want, scroll to the bottom of the page and click Save.

Now you're all set! Let's take a look at how to create Miscellaneous Items in each area.

Creating Miscellaneous Items in Register Transactions

When you go to your Register to start a transaction, one thing you might notice is a new Miscellaneous button near where you search for items. Clicking this will open the Add Miscellaneous Item window, and as you can see below, you can very quickly create one of these products. At minimum, you will need the Product Title and the Price. We strongly recommend putting in your Cost so the system can track your profit margins and cost of goods sold on Miscellaneous Items. We also recommend putting it into the appropriate Department so that information will go into your reports in useful ways.

Once you click the Add button, the line item will go into your Register at the Price you listed and a 'Success' message will pop up letting you know the item was added. You can then complete the transaction in the normal way.

If you need to look up information about the item sold, you can either open the transaction from a Report like the End of Day, or by looking at the customer's history. Once you have opened the transaction view, find the line item in the transaction and click the blue pencil for Notes on the far right.

You'll see the Description you entered for the product, as pictured below for this example surf board:

Creating Miscellaneous Items in Work Orders

The process for creating these items in your Work Orders is very similar to what is described above. When you're working in a Job in the Work Order, click the + button next to the Search area and in the drop-list you'll see the option to Add Misc. Item, as pictured below.

Again, the Add Miscellaneous Item window will open and allow you to enter the simple details, and when you click Add that line item information will go into the Job.

The item Type in the Work Order will be Misc. Material, and will function in the Job list of items the way others do. The Action menu at the right of the item will let you either Edit or Delete it from the Work Order, and it will print out the same way on the Work Order Ticket.

Finding Miscellaneous Items Afterward

If you should need to look up and adjust anything about a Misc. Item you've created, you can go to Inventory > Products and in the Filters area in the upper right, you can click and then scroll down to the Product Status section and click on Deleted, then Search. You'll see a list of all deleted products in your system, and you can search for what you want if you're not seeing it right away.

Opening the product, you can adjust whatever is needed, and clicking to Save a Misc. Product will not reactivate it.