To add an item, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.
Please complete the required fields (Description, Category, Unit of Measure) and select the item type (‘Inventory Item’, ‘Service’, ‘Set’, etc.).
The Description will be displayed in the system interface and in the drop-down lists. If you need to fill the documents, in addition to the description, you can search the necessary item by its SKU and Code. It is recommended to fill in the Full Description as it is automatically included in the documents print forms. Otherwise, the text from the ‘Description’ field will be inserted here when you click the ‘Save’ button.
To classify the goods by types (for statistics details), choose different Categories for them. You can select the category from the ‘Items Categories’ catalog where only the ‘Main group’ is preset. All the items belong to this group by default. You can edit the ‘Main group’ or create other categories. To open the ‘Items Categories’ catalog, click the ‘Show all’ hyperlink from the drop-down list. If the necessary category has not been added yet, you can create it by pressing the ‘Create’ on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
Unit of Measure is used for accounting of goods. You can select it from the UOM classifier. The selected unit of measure will be used by default when selecting this item in documents.
Item type is used for setting the rules of inventory and accounting. For example, the ‘Service’ type items are not subject to inventory. The item type defines fields and tabs to be displayed in the create form.
- - ‘Inventory Item’ is a good or a material;
- - ‘Service’ is a client service that does not result in manufacturing a new product: real estate selection, computer repair, haircut;
- - ‘Set’ is a set of goods. For example, a set of rolls in a Japanese restaurant, a set of furniture;
- - ‘Operation’ is part of the process (action or set of actions) for performing works, providing services, manufacturing products;
- - ‘Work’ means manufacturing a new product under subcontract. For example, construction of a house, sewing clothes, etc.;
- - ‘Job Type’ is a standard type of subcontract works with a fixed amount.
If you create an item and not edit it, press the ‘Save’ button after completing the required information. If you do not save the item, you won’t be able to complete the related catalogs and fields (for example, ‘Specification’ on the ‘Storage and Purchasing Parameters’ tab).
Items (create) form. The ‘Main Parameters’ tab
If an item is a part of a certain group, please specify it in the Folder field (to open the catalog for selection, click the ‘Show all’ hyperlink in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
We recommend adding SKU as you can use it for searching the item in the drop-down lists.
Manufacturer is used to display statistics in the reports by manufacturer. Select the text for the field from the respective catalog.
Country of Origin also adds in the reports an additional characteristic that can be used for analysis. You can select it from the ‘World countries’ catalog that includes all modern countries.
Price Group can be used for flexible pricing. You can provide discounts and price markups for the entire group of goods instead of applying them one by one. It is used in the Price List report.
Net Weight is used for the weight without package indication.
In the Package Set field can be any package for shipping and delivering your goods to the warehouse. You can create items, indicate their dimensions and relate them to each other in the respective catalog. For example, the ‘Container’ package set can include 100 sets named ‘Box’.
The Processing Time (Days) is used for specifying the period required to process the customer order for this item.
For the item types ‘Inventory Item’ and ‘Set’ you can add an image by selecting it from the list of attached files.
To edit an item selected for any field, press the button located to the right of the field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.
A partially completed Items form