--- title: "How to Create and Use Custom Items" slug: "how-to-create-and-use-custom-items" updated: 2026-07-30T12:39:22Z published: 2026-07-30T12:39:22Z canonical: "help.furniturewizard.com/how-to-create-and-use-custom-items" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.furniturewizard.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create and Use Custom Items #### Create the item and the custom item 1. Click "Inventory" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/b8d12e4a-db2d-47f5-b315-bcb4992e2055/user_cropped_screenshot_435f36e921c54c9090b787d2bc57af73_text_export.jpeg) 2. Click "New..." ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/e21a1fa1-3f56-4a78-ae76-eb28649a1ba2/sps-redacted-4d82b4f1ce09442cad851277d5deeb53_133132d842334eedb26f31b2f504d4ae_text_export.jpeg) 3. Select the Supplier from the drop down ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/51a923d3-faed-4172-a044-729a8b4585fe/sps-redacted-ca0cb07191c445c8b84c5923f3bedb96_3113220768894164af15b0f7e64ea9ae_text_export.jpeg) 4. Select the Category from the drop down ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/1364565e-7bba-4bef-a9f9-2bf99d10e77c/sps-redacted-d1739206fcaf4fb5b51a81b3e1a79a52_8d44dcf65b61402db74ec526bb2c6e8c_text_export.jpeg) 5. Enter in the Model number of the base item ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/cee5b8bf-329f-4a59-bce2-d8988cb6770d/sps-redacted-a588c22788054f9f8f05515fdbb5e806_d974fa0a62ad4a09a0c48ec01e6a1148_text_export.jpeg) ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/a6ae1873-e6be-4e75-be72-0e1b021397ac/sps-redacted-e51f49173520460b8e5c8e7820a24c65_aeb661dd859a486d9e198da990b713cc_text_export.jpeg) 6. Select the Subcategory from the drop down ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/1b53ba92-e578-4063-9ffb-5b3e0e9d3750/sps-redacted-3815cb3725d145279e267db13caa8e83_50f53da7f94e4924a1cd603e80d4127c_text_export.jpeg) 7. Enter or select the color from the drop down ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/0312a4ee-54c1-4ff3-978f-f01f04104f2d/sps-redacted-dbc2e43606d7402db48ae1e1aef214ef_a71f803de51043a890764805be31c9a7_text_export.jpeg) 8. Select the style from the drop down ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/d9221d24-ea4f-41f6-802a-9ce4a7de4699/sps-redacted-484fccdc22b940cdb91c73b385dcf354_c6fae6af88f746f08618f08ca5508939_text_export.jpeg) 9. Enter in the Cost of the item ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/4d071e4c-07a3-429a-8878-7a3ba02f9b5c/sps-redacted-c7929f3968204ea18e72ab6d5b0b891e_e987ab129b6540ca97d3e517423f6a1f_text_export.jpeg) 10. Click "Post" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/bdc78b01-173d-4870-866a-72ece46bf641/sps-redacted-46fc80d84e194bbeb3a0ba6c66dd0ae5_89b2aa7c95ab4161aff6de05ee9372d4_text_export.jpeg) Alert: The main item is now created #### Create the custom item 11. Update the Model name typically -Custom ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/6da21348-0c90-4e22-9d58-b16a11a213f9/sps-redacted-bf69b52cf36a4e31971d9510879efa5a_7f459a3139e24187a365705065f0a073_text_export.jpeg) Tip: You do not have to use -Custom this is up to you 12. Remove the color ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/5ca2375a-08e1-4fe6-80ed-7e27667727fd/sps-redacted-e4d016260cf947e78a9c97b6f857b22d_1ba0937f185d4938aca1d13e2bfabd42_text_export.jpeg) 13. Change the Cost to $0 ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/7ba99886-a856-4c43-a44b-c28b8800a644/sps-redacted-97dcdc7cd1d64f8194b0de31b42848a8_78fad126cdd44f4aa647eca60e57a87e_text_export.jpeg) 14. Click "Post" to save the changes the click Exit ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/957dc1dd-197f-4970-80a3-0e3b21903cc3/sps-redacted-73fb1fe281c64009ad2c23d097642710_4609c2254d56481482e14915c9d5421c_text_export.jpeg) #### Add the customization options to the cutsom item 15. From the inventory screen you should be on the newly created custom item. Select Edit ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/f8a9f3bd-5c57-4139-9713-b64a9f0817bb/sps-redacted-3c6b74599e6a4a00b180ac1901388592_b0b7077c3b6041ea8aff02e62e5832dc_text_export.jpeg) #### Item Customization and Notes 16. Click details ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/3c6bf48c-2ba9-4a39-96c2-a89d28b2a99d/sps-redacted-9bc26548e5cc47668251d290d2c36197_da0bb19a5a04419b856642913bab3617_text_export.jpeg) 17. Enter in the custom settings into the Requirements field such as "Color:", "Fabric:", "Pillows:", and "Legs:" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/01d92543-e797-433e-85c1-3e88e18bcad5/sps-redacted-514d0084a27845d58bbe5b15963160ab_4d44ce91af1e4c8cbba9c366e20ee811_text_export.jpeg) 18. Click the Misc. tab ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/d892cae6-9caa-4df1-9cf4-4795af873c87/sps-redacted-66b84225c2874f47897ef2f55d4fa8e3_2b96ce539d0b4e3fa845e285c6f3ff10_text_export.jpeg) 19. Check "Alert when sold" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/fe8c5fc0-3941-45a7-a42a-0ec525b216e9/sps-redacted-c65eedc42e604d28b34977befc62b20d_b5255d230fa446b6838531a76d8b7a43_text_export.jpeg) 20. Type "Enter in details" in the stock notes ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/83b00104-bad1-46ec-818e-3f19b4165dd4/sps-redacted-384abfd6e4824257b89eacb99eb4b8d0_1d53bd4dcd7d4d918395a2cfb340b9e3_text_export.jpeg) Alert: The stock notes are what the sales person will see when the item is selected 21. Click "Exit" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/03adb349-88d7-4b2f-b356-df40587ca7ae/sps-redacted-970ddc100fce496ebb2dcc99e4f10172_709a25d8dfcd4395893cd218470ed363_text_export.jpeg) Alert: The custom item is created and ready to be used #### Test the item on an invoice 22. Click "New Invoice" ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/1ceceda0-df79-4b57-97f4-5da4912f78a6/user_cropped_screenshot_7e425ec0bd284256a0b07a99f0bd8c4b_text_export.jpeg) 23. Select the Supplier dropdown on the invoice ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/ee6c69f6-48d3-4602-9842-a002faa16bd9/sps-redacted-f5a5ee31f9774bddae99ca4f886ab9a0_73ac8d325d7043c4a0dc2d55089c31fa_text_export.jpeg) 24. Search for and select model that you created ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/1b93dd82-a186-4a2e-9e6e-e3d19eec0a5c/sps-redacted-1da7392577214acb9f8e5bfa1f3e87f7_5b7a265972064244839ba6f43289ba0f_text_export.jpeg) 25. Double-click to add the item to the invoice ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/d829567c-b60f-4609-afb2-ae57e5a2e2e7/sps-redacted-833320ca5dc94ee8ab274d94108a5dcd_fdd44eb43c924309aa4229faebec903a_text_export.jpeg) 26. This is the Alert the sales team will see from the Misc tab setup earlier ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/d307e783-0667-4885-b625-738a933b95ff/sps-redacted-3fb31fb901f54c86abbd871a862edb7a_7829a34f6e6a487caef74b4be5381b1e_text_export.jpeg) Alert: This is the message the Salesperson will see from step 20 27. Click the item to update the deatils ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/74f6c039-75b7-4bb3-8769-c82844f2394c/sps-redacted-004a31d97e8346b9a902c205967b17ed_7ba340f052b847be91d01671de162a3d_text_export.jpeg) 28. Enter in the appropriate custom options ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/34597692-ad2b-4b46-90c1-c1e771bc3b4e/sps-redacted-ffff2946b8284732801bb69a0661ebd2_667d75e78b8c47ceb1db7513ad1d67fa_text_export.jpeg) 29. Click Exit when done ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/6611d636-e1b9-420a-b58a-2d8029b199e0/sps-redacted-ea920dc62b9048d3a89c6ba29783168b_4a2a31015d604b9bbe94784a770c1187_text_export.jpeg) 30. Add more items or finish the invoice process or normal ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/3a5c5839-2779-4858-9848-648f5d4851f6/sps-redacted-2bb20f64077f4cc7b2e7d0d83157b4b7_4b4b14fa7c2d4b53af97f066cb1456fa_text_export.jpeg) #### Review the item 31. Click on the item to verify custom details ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/aa3502e3-34f5-4c56-b36d-376fcc03870c/user_cropped_screenshot_8bd82644011d4860b3f9a4e892bc07c4_text_export.jpeg) 32. Click here ![](https://colony-recorder.s3.amazonaws.com/files/2026-07-20/9e2d37cd-3975-432c-ab23-428a5d3ba44d/sps-redacted-c4a6f9c7c2ae41fe8ee6772fb26cfc05_63179ed6993a4562a23b226f99a066f7_text_export.jpeg)