To access the Items master data, go to Sales (or Purchasing, or Warehouse, or Production, or Service) > Master Data > Items.

Master records of the Item type contain information about the company goods, raw materials, and services. The master records can be arranged in a hierarchical structure by using folders.

By default, there no items in the system and there are no folders holding the items.

Before you can start creating master records for items, you may need to create master records of the following types: UOMs, Manufacturers, Warehouses, and Companies. However, you can create all the necessary master records of these types on the fly when creating the items.

The Items list

The hierarchic list of items includes all the items available in the system. If you don't see a specific item, open another folder, use the Search field to locate the item by a string in its description, manufacturer, or SKU. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

Toolbar buttons

To create a new item, click the Create button on the form toolbar; for details, refer to Adding an Item. To edit the existing item, double-click the line with its name,

Use the Create Group button to create folders to built the hierarchic structure. The number of levels is unlimited.

To create a group, enter its description. If the created group is a group within another (parent) group, specify the parent group in the Folder field (see the figure below).

The "Items (create folder)" form

You can move the items between folders by drag-and-drop method or by selecting another folder to hold a particular item.

Available Links

On the forms, the following links are available:

• Items GL Accounts: Use this link to view or edit the list of default GL accounts that are used for all items and GL accounts that are used for specific groups of items and for specific items. Also, you can create a new set of default accounts for an item, item group, or item type.
• Accounting Parameters of the Materials in Production: Use this link to view or edit the list of accounting parameter sets for material in production.

See also