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Item cards hold the information that is required to buy, store, sell and account for items.
Step-by-Step Guide for Create Item
Click [Items] from Action Bar or Search "Items" |
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1.2 Click [New] to create new Item |
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1.3 – Enter Item information. |
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The Item cards are divided into below tables where fields similar are grouped together. Fill up the information to create a new Item card. General tab, the information about the item Number, Name and Unit of Measure. Fields | Details |
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No. | Tab out the field if use default number Enter the item number in the field if use manual number. | Description | Item Description | Base Unit of Measure | Select from a list of Units of Measure | Item Category Code | Select appropriate Item Category from the list | Type | Default Inventory. | Inventory Value Zero | Select the option. The option is need to select for the item it has no inventory value E.g. Coupon | Item Tracking Code | For Lot Item, it needs to select the code to control the Lot Item Tracking. *For Non-Lot Item, no code to be entered. | Lot Nos | To be select the No.Series for the Lot Number. *User can choose to manual input but still need to choose the no.series. Please refer to Number Series. |
Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts. Fields | Details |
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Gen. Prod. Posting Group | Select posting group for define where the posting enters in the chart of accounts | Inventory Posting Group | Select posting group for define where the posting enters in the chart of accounts |
Prices & Sales record the default Unit Price for the item if any. Please note, the price if for local currency only. Fields | Details |
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Unit Price | Default Unit Price in local currency | Purchase Unit of Measure | Default Unit of Measure for Purchase Documents | Sales Unit of Measure | Default Unit of Measure for Sales Documents |
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Dimensions |
Dimension for Item is used for Report & Analysis. - Select "Dimensions" from action bar
- Select option for Value Posting for the Dimension E.g. The Category for this item is LOW FAT MILK.
NOTE: Code Mandatory - Select this option if the default dimension for this account or account type must have a dimension value when posting, but any dimension value is acceptable. Same Code - Select this option if the default dimension for this account or account type must always have the same dimension value code as that selected in the Dimension Value Code field when posting. |