What's the best way to manage occasional very specific bto products / services ?

Support User
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1

Hi all,

I sometimes have to manage « built to order » special products or services, things that I have virtually no chance to encounter a second time.

Example: a custom built server or machine, a very specific contract (license, warranty, service),…

I could of course create a very specific product for each of them, but this seems like a waste of time and resources.

Or I create a generic product that I specify in the line description.

Or not create a product at all and manually fill the fields (quantity, unit, price, taxes, description…) in purchase and sales lines. (don’t know if this will work, I have to test :smile: )

What’s the « official » way to deal with those ?

Thanks,
Rémi

2

There is no official way, but normally you will need to create the product. Its a mather of just giving a diferent code for each and enter the description on the name.

Then you can use all the same code for sale, production, shipment and invoice.

Once you do not need it anymore, you can deactivate it so it does not polute your products database.

3

It really depends on what are you need. If you need to track stock, manage shipment, have specific reporting, make production etc.
The best way is the one the fulfill your needs.