Creating new items

Creating new items in QuickEasy

To create a new Item in QE

- Navigate to Item>Items

- Select a category for the new item and click view

- Click the New Button

- For standard items (all excluding Reels and Rigid Panel) enter the description in the description section. If your item is a reel or Rigid Panel, filling in the User fields in the User field tab will automatically generate the description.

- Use the menu>Set Tabs option to enable tabs that do not show by default if required.

- Set the Material Type.

Assembly = Items that have a bill of materials

Material = Items we buy from a supplier

Service = Items that represent services offered to clients

NB - the selection made here will determine the information you are able to enter in the "Costing & Pricing" tab.

- The description of the unit (eg Sheet, ea, kg, m) can be added or edited in the units section of the Item.

- Enter cost details

eg. for a material = Supplier price

set cost from highest costing

Users are able to add multiple suppliers under the "Supplier Prices section"

- If this item is a stock item tick the inventory check box to enable this item as a stock item.

New stock items will need to be added to the pricelists.