Maintain: Item
[Sales: Master data, Maintenance, Items, Items]
Item
Enter a unique item code. The code can
consist of figures, characters or a combination of figures and characters.
Once saved, this information cannot be modified.
General tab
Description
Enter a description for the item. This
information is mandatory because the description will be displayed in
reports.
Item group
Enter the item group that you want to
link to the item. It is important that you choose the right item group because
the item group will link the item to a ledger account. See
Item groups.
Short description
Give a short description of the item. Enter a
clear description, which will be used as a search code and in overviews.
Unit
Enter the unit that you want to link to the item.
This information is mandatory. See
Units.
Item Type
Select the type of item from the following
options: {Sales}, {Purchase} or {Both}. Sales items can only
be selected during the sales order and sales invoice entry. Purchase items can only
be selected during the purchase order, invoice and receipt entry.
Location
Enter the location where the item is stored.
This location will be shown as the default location when you enter a purchase order for a
particular item. See
Locations.
Sales price
Enter the sales price of the item. This sales
price will be used as a default when entering a sales order or invoice.
VAT code sales
Enter the VAT code for sales. This VAT code
will be used as a default when entering a sales order or invoice.
Purchase price
This is the default item price used in
purchase orders, when 'Standard cost price' is not enabled in [Sales:
Master data, Maintenance, Items, Item groups].
VAT code purchase
Enter the VAT code for purchases. This VAT
code will be used as default in purchase order entry.
Standard cost price
Enter the standard cost price or the purchase
price of the item. This standard cost price is used for generating cost
price entries in sales. It also is the default value in purchase order entry
when the option 'Standard cost price' is enabled in [Sales:
Master data,
Maintenance, Items, Item groups].
Surcharge
Enter the surcharge cost of the item.
Note: This field is enabled only if the item group linked to this
item has a general ledger account filled in the 'Surcharge' field on the
'General' tab in [Sales:
Master data, Maintenance, Items, Item groups].
Stock item
By selecting this check box, this item is a stock item and can be held on stock. Stock counters will be updated when a transaction is made.
Discontinued
By selecting this check box, this item is discontinued. New entries cannot be made for this item. When an item is discontinued, you cannot sell or purchase this item anymore.
Text item
By selecting this check box, additional text
for this item can be added in the 'Text line' column on the sales invoice or
order. By default, the text entered
on the 'Text item' tab will be filled in. The width of the text box depends on the width you have defined
in [Sales:
File, Company settings, Sales settings] or in
[Purchase:
File, Company settings, Purchase settings] on
the 'General' tab.
Receipt
If you expect to receive the goods physically, select this check box in order to be able to enter a
location where you want to receive the goods.
Revenue statistics
If you want to keep the revenue statistics for
your sales, enable this option by selecting this check box.
Extra description tab
You can click the 'Add' button to add more descriptions
or 'Delete' button to delete the descriptions.
Matrix for data
entryExtra description
Select a code, which can be
created in [Sales:
Master data, Maintenance, General, Extra description code] in the 'Extra
description code' column and type the extra description in the 'Extra
description' column. The width of this setting is defined in the
settings in [Sales:
File, Company settings, Sales settings] or in [Purchase:
File, Company settings, Purchase settings] on the 'General' tab.
Text item tab
Enter a text description for the item. By default, this text will be
filled in the 'Text line' column on the sales invoice or order. However, you
can still modify the text description on the sales invoice or order.
Properties tab
You can click the 'Add' button to link
properties to the item or 'Delete' button to delete the descriptions. You
can create properties in [Finance:
Tables,
Maintenance, Properties]. Only the properties with the entity type 'Items' can be
added. The availability of columns for you to enter information is dependent
on the type of property selected.
Documents tab
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
Category code: External
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].
Description
Enter a description of the linked document, if required.
Path: Complete
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, Items]
Sales Manual >
Contents >
Creating master data > Items > [Sales: Master data, Maintenance, Items, Items]
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.991.354 |
| Assortment: |
Exact Financials
|
Date: |
31-12-2008 |
| Release: |
|
Attachment: |
|
| Disclaimer |