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.
Enter a description for the item. This information is mandatory because the description will be displayed in reports.
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.
Give a short description of the item. Enter a clear description, which will be used as a search code and in overviews.
Enter the unit that you want to link to the item. This information is mandatory. See Units.
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.
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.
Enter the sales price of the item. This sales price will be used as a default when entering a sales order or invoice.
Enter the VAT code for sales. This VAT code will be used as a default when entering a sales order or invoice.
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].
Enter the VAT code for purchases. This VAT code will be used as default in purchase order entry.
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].
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].
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.
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.
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.
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.
If you want to keep the revenue statistics for your sales, enable this option by selecting this check box.
You can click the 'Add' button to add more descriptions or 'Delete' button to delete the descriptions.
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.
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.
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.
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, Items]
Sales Manual > Contents > Creating master data > Items > [Sales: Master data, Maintenance, Items, Items]