Items can be inventory items, services, materials, components, products, tools, or assemblies.
Items are linked to Categories, Classes and Locations. Customers and Suppliers can also be linked to Items and Categories.
The list of items is available in two views: Default and Estimating.
Navigation: Main Menu > Items > Items.
Table of Contents
Navigation: Main Menu > Setup > Settings > Users (tab) > Click on a User.
Items & Inventory > Dependencies Actions - Access Allowed: Checkmark = Access allowed.
Items & Inventory > Item Dashboard/Summary - Access Allowed: Options are: None, User, or Administrator.
Items & Inventory > Items - Access Allowed: Options are: None, User, or Administrator.
Items & Inventory > Items - Access Allowed to Tabs: Access is set for each tab. Checkmark = Access allowed. The list of tabs is as follows:
Image & Specs
Units
Costing & Pricing
Inventory
Estimating
Event
Accounting
Price History
Costing
Attachments
Dependencies
Items & Inventory > Items - Delete Allowed: Checkmark = Delete allowed.
Items & Inventory > Set Costing Status - Access Allowed: Checkmark = Access allowed.
Navigation: Main Menu > Setup > Settings > General (tab).
Items & Inventory > Caption for Items: Code: Field to type in a different caption (e.g. short description). Leave blank to use Code.
Items & Inventory > Caption for Items: Reference: Field to type in a different reference. Leave blank to use Reference.
Items & Inventory > Decimals used to display inventory quantity (0-4): Type in a number from 0 to 4.
Filter - Accounts that update Inventory (eg. 2, in (1,2,3)): Formula to include or exclude accounts that are used in Inventory Reports. (Uses the Account IDs)
Items & Inventory > Inventory Weighted Ave Costing: Options: Field to select one of these options:
N/A: Weighted average costing is not used.
By Location: Weighted average costing is calculated for each item at each location.
By Item: Weighted average costing is calculated for each item.
Items & Inventory > Item Costings - Enable automatic updates: Checkmark = Automatic updates are enabled.
Items & Inventory > Item Costings - Transaction Type: Option to select a transaction type from a dropdown list of transaction types.
Items & Inventory > Item Costings - Update...: Options are:
Unit Cost: Unit costs are automatically calculated and applied, but fixed costs are not updated.
Fixed & Unit Cost (Requires multiple quantities on Costings): Both the fixed and unit costs are updated.
Items & Inventory > Over/Under Stock - Option 1 - Months used to calculate the average monthly demand: Field to type in the number of months or leave blank if Option 2 is used.
Items & Inventory > Over/Under Stock - Option 1 - Suggested stock holding in Months: Field to type in the number of months.
Items & Inventory > Over/Under Stock - Option 2 - Days used to calculate the maximum usage over the last 12 months: Field to type in the number of months or leave blank if option 1 is used.
Items & Inventory > Setup Cost Update: Edit (button) provides a list of all the transaction types and update options as follows:
Transaction Type = Users can select a Transaction Type from a dropdown list of all the transaction types.
Update = Users can select one of these update options:
Supplier Price (Matching Supplier, Currency and Unit)
Supplier Price (Matching Supplier)
Supplier Price (All Suppliers and Prices)
Cost Price (All Units in Local Currency)
Cost Price (Same Unit in Local Currency)
Inventory (Last Price)
Inventory (Average Price)
Inventory by Location (Average Price)
Status = Users can select a status from a dropdown list of all available statuses.
For example:
▶ Transaction Type = (Purchase Orders (Inv) (PO-INV).
▶ Update = Supplier Price (Matching Supplier).
▶ Status = Complete.
Items & Inventory > Transaction used for Inventory Adjustments: A dropdown list of transaction types for users to select the applicable transaction type.
Navigation: Main Menu > Setup > Settings > Transactions (tab)
Transactions > Purchase Price Variance (PPV) > Add Items to Transactions: Checkmark = Items will be added