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The following fields are required: Description, Category, Unit of Measure, and Item Type.

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The Item (create) form. The Main Parameters tab

First of all, you need to select the type of the item from the following options:

  • Inventory Item: If the item belongs to goods or materials stocked in warehouses.
  • Service:

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  •  If the item is a service.
  • Set:

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  •  If the item is a set of multiple items and is not stocked in warehouses.
  • Operation:

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  •  If the item is an operation or action required for performing works, providing services, manufacturing products.
  • Work:

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  •  If the item is an operation required in subcontract processing.
  • Job Type: if this is a standard type of subcontract work with a fixed amount.

For specific item types, specific fields will become available.

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Additionally in the SKU field, specify the item' stock-keeping unit (SKU) , a scannable bar codebarcode. Then, you will be able to search the necessary item by its SKU.

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In the Net Weight field, specify the net weight of the item (without any packaging materials).

if If the item is generally subject to processing, in in the Processing Time (days) field, enter the number of days required for processing the customer order for this item.

For the Inventory Item and Set item types, you can add an image by attaching a file with the image.

The toolbar buttons

Click the Save button to save the new item or the Save and close button to save the item and close the form.

Click the Items GL Accounts button to view the default GL accounts assigned to the item. If needed, you can replace some of all of the accounts. For details, refer to Adding an Item. Default GL Accounts.

The available links

The following links are available on the form:

  • Prices: Opens the list of items with all available prices. You can add new prices for the item.
  • Availability Analysis: Opens the Availability Analysis report for this item.
  • Sales: Opens the Sales by Company report for this item.
  • Stock Statement: Opens the Stock Statement report for this item.
  • UOMUOMs : Opens the list of UOMs that are used for this item.
  • Characteristics: Opens the list of item variations: color, size, fabric, and so forth. You can add new characteristics for the item.
  • Batches: Opens the list of batches that includes the item.
  • SpecificationSpecifications: Opens the list of specifications available for the item.
  • Item Barcodes: Opens the list of barcodes available for the item.
  • Supplier Prices: Opens the list of prices available from suppliers.
  • Inventory Management: Opens the list of items with availability quantities.
  • Items GL Accounts: Opens the list of default GL accounts.
  • Accounting Parameters of Materials in Production: Opens the list of parameters of the Materials in Production
  • Serial Numbers: Opens the list of items with their serial numbers
  • Analogs: Opens the list of item analogs with the quantities