10X ERP Knowledge Base
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Items, Pricing & Cost Rules

  • Viewing Available Inventory by Warehouse in Line Item Entry (Sales Orders, Quotes, etc.)
  • Transforming One Item to Another; Creating Items from Existing Items without Work Orders
  • How to set Reorder Points
  • How to Set Up Customer and Item Price Groups in 10X ERP
  • How to Complete Two-Step (or more) Secondary Processing of Items from a Single Work Order Build
  • Defining & Using Substitute Items on Sales Orders
  • Editing Assemblies on the Fly in a Sales Order or Price Quote
  • Import Tool for Item Updates
  • How to Update or Add a Pricing Rule from a Purchase Order
  • Copy a Purchase Order
  • Update an Assembly Price Through the Component Price Calculator
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Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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