Inventory Management Articles

In this quick how-to guide Jon Walker explains how you can create item fields that aren't natively included in iMagic Inventory and use them in a custom MS Word invoice.

iMagic Inventory can be used to create "custom" style invoices. For this you would need Microsoft Word installed. You can then edit and create your own invoice layout, including any fields you need transferred from iMagic Inventory.

You can also create custom "Item Fields" in iMagic Inventory, so if a field doesn't exist for a particular item then you can create one. Say you're selling books and want an ISBN field to store the book number. From the main menu select Configure/Item Fields and then click "Custom Fields...". The Item Custom Fields will display, click Add and enter in "ISBN" as the field name.

When you edit the item you'll see the new field "ISBN".

The easiest way to create a custom invoice template is to open up the default invoice file "InvoiceTemplate.doc", then edit this to change the layout, add logos and so on. Make sure that you save it as a different file in case you need to refer back to the original.

You can tell iMagic Inventory which template file to use for the invoice by selecting from the main menu Configure/Invoice Style. Then change the Invoice Template to "Custom Invoice (requires Word)". You'll then be prompted to select the new template file.

If you want to include a custom field then that's quite easy. Enter in the name of the field you created between the and tags and enclose it in "<" and ">". So in our example the field name was ISBN, so you'd enter in the new text .

Now when you print an invoice the new ISBN field will be exported to Word too.