Enter a unique code for the item group. Once saved, this information cannot be modified.
Enter a description for the item group.
Enter a cost unit that you want to link to the item group. Depending on the option selected at the 'Cost unit' field on the 'Process' tab in [Finance: File, Company settings, Financial preferences], this information will or may not need to be filled in.
The following fields are used for the Sales module:
In the following fields, ledger accounts need to be entered. Ledger accounts can be created in [Finance: Ledger, Master data, Maintenance, General ledgers].
Select the general ledger account 'Discount sales' for the item group. This ledger account will be used in the journal entry that will be created when processing the invoice:
Select the general ledger account 'Cost price sales' for the item group. This ledger account will be used in the journal entry that will be created when processing the invoice:
Select the general ledger account 'Cost price internal' for the item group.
The following fields are used for the Purchase/Sales module:
Select the general ledger account for 'Stock' for the item group.
Select the general ledger account 'Surcharge' for the item group. The surcharge amount of a processed sales invoice will be recorded in this ledger account.
When the receipt of goods is registered, the standard cost price will be used when this check box is selected. If you do not enable this settings, the receipt will be registered using the purchase price defined when the purchase order was entered.
The following fields are used for the Purchase module:
Enter the ledger account 'Goods received' for the item group. The ledger account is used when entering the receipt.
Enter the ledger account 'Invoices received' for the item group. Used in purchase invoice entry.
Enter the ledger account 'Price differences' for the item group. Used when matching receipts of goods and invoices.
Enter the ledger account 'Discount purchases' for the item group. Used in purchase invoice entry.
You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.
Matrix for data entry
Select an external category of the document to be linked to the item. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Enter a description of the linked document, if required.
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
See also:
[Sales: Master data, Reports, Items, Item groups]
[Sales: Reports, Quick inquiry, Item groups]
Sales Manual > Contents > Creating master data > Item groups > [Sales: Master data, Maintenance, Items, Item groups]