Offices

Your office inventory should already have a simple naming system in place, else we'd suggest to adopt one for easier management.

Adding an office

Adding an office is simple.

1. Navigate to the Inventory>Offices area.

2. Click the add button

3. Fill out the details and settings and hit save

Key terminology

Details

Name: The name to identify the office or item in inventory as well as on billing. Floors: (Specific to offices) The Level's within your space. Note that you should fist set up the levels of your place, with you have a single level or a number of floors, this just helps keeps things tidy. Description: Additional text you'd like to appear on invoices. Area: Total square meters of the office size. Number of desks: total desks within the office Target Price: Monthly price of the office.

Settings

Charge type: Defaults to monthly as this is how offices are generally billed. Currency: Defaults to AUD but can be changed if locations are outside Australia. Xero acc code: maps the item to the correct account code in XERO. Tax Type: Should be set to OUTPUT Item Type: Shows the type of item and where it belongs to. Location: Physical and/or billing location of the item. Item ID: Admin purposes only. Sort: Used for manual ordering of inventory list. Status: Active for live visible items, inactive for retiring/removing items.