Items

With BOSEnterprise 2018.01, Items now encapsulates what was previously separately listed as Components, Materials, Services, Entities, and anything Other that can be used in a Transaction for business. This topic covers the setup and use of the Items modules.

Navigation

Main Menu > Items > Items > View > New/Edit

1. Name - This is the name of the Item.

2. Code - This code is nickname for the Item.

3. Unit - This specifies the base unit measurement of the Item.

4. Active - This allows you to set if this Item is active / available or not.

5. Menu - This has functionality for you to edit the details, units, and images of the Item, as well as the interface.

   • Transaction Items Batch Updates - Functionality has been added to make batch updates to selected Transaction Items (See image below). The Batch update panel can be opened by selecting Menu > Batch Updates.

6. Used in (FG Item Codes) - This is where User fields will appear.

7. Details - This shows the following fields:

   • Category - Functionality is included that allows you to view all Items for all Categories, rather than only per Category.

   • Sub Category - This Sub Category is related to the selected Category.

   • Customer - This shows what Customer the Item is linked to, if any.

8. Type filter - Item Types specify the Type of Item. The selection is as follows.

   • Component - This is the general type for all Items, used for reporting purposes mainly.

   • Material - This is the general type for all items. Used for reporting purposes mainly.

   • Service - This is the general type for all items. Used for reporting purposes mainly.

   • Entity - This is used for Entities that you don't sell, such as rental cars/trucks. More detail is covered in Item Entities.

   • Other - This is used for general Items that don't fall into the Material / Service type.

9. Resolve. The Resolve setting on Items will be copied when an Item added to a Transaction or to an Estimate - as long as the Resolve setting fits inside the range of Resolve settings for the Transaction Type. The Resolve options are:

   • Issue

   • Reserve

   • Purchase

   • Produce

10. Colour - The colour is displayed in lookup grids to make it easier to identify items - eg. White Wine could be Green and Red Wine could be Red. The default colour can be set in the Item Category.

11. Image & Specs - This provides fields to load an Image, a rich-text Specification that is typically used on Sales and Promotional documentation, and a rich-text Instructions field for internal use. More here.

12. Costing & Pricing - This contains costs and Prices that can be set manually or automatically using the settings provided. This is where multiple procurement options for a product can be recorded. More here.

13. Inventory - If the Item is an Inventory Item, the Inventory locations and quantities will be shown here. More here.

14. Estimating - This is used to set material quantities used in General Estimates > Components on Transactions. More here.

15. Event - Items can be entered as events, this tab allows you to set the Type, Resources and duration parameters for the Event. More here.

16. Accounting - This sets Accounting functionality against the Item. More here.

17. Price History - This tab shows the changes in price that have been applied to the Item. More here.

Items Enhancements

• Items - Save Layout - The Layout of the Items Edit Form can now be saved at a User > Category level - See Menu > Save Layout. This is useful when Categories have user-defined fields.

• Item Summary - Stock Check - Functionality has been able to drilldown to a Stock Check from the Inventory page.

• Item Summary - Inventory (Alerts) - A filter ‘Inventory (Alerts) has been added to the Item Summary > Transactions page. See image below. Selecting this filter will display all the pending inventory transactions, where the transaction date is less than the last Stock Check Date.