Items

Related Topics

Viewing Items

Creating and Editing Items

Creating and Editing Item Classes

Creating and Editing Item Categories

Creating and Editing Item Locations

Customising Items

Settings

Users Settings

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.

General Settings: 

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.

Transaction Settings

Navigation: Main Menu > Setup > Settings > Transactions (tab)

• Transactions > Purchase Price Variance (PPV) > Add Items to Transactions: Checkmark = Items will be added

Related Topics

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Locations

• Reference: Item Views

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views