Items - which ones?
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Do you deliver the products you sell directly to the Customer? Yes/No
If No, -> Dropship (if you never stock this it can be a non-stock item, if you stock it sometimes it should be a stock item).
You cannot change the type of an item once it is created
If Yes, do you purchase goods as finished goods? Yes/No
If Yes = Stock Items
If No = Assemblies - Use assemblies if there's an explicit build process - ie. you gather some parts together and perform some assembly action.
You cannot modify the BOM on assemblies whilst you have ANY built stock on hand.
You can purchase assembly items.
Assembly Items can contain sub-assembly items in their BOM.
Assembly Items behave as stock items.
The average cost of an assembly item is calculated from the average cost of the BOM components AT THE TIME THEY ARE BUILT.
Do you sell your products in bundles? Yes/No.
If Yes = Kits - Use kits if you sell a ‘bundle’ of items. These appear on Sales Documents as one-line item but can be edited on the fly. Assemblies, of course, cannot.
You cannot purchase kits. Kits cannot contain Kit Items in their BOMs; they can contain Assembly Items.
Do your items have variants, i.e., color and size?
If Yes = Matrix Items. A Matrix Item is a product with variations, i.e. Color, Size. You can create a 'Master' (parent) Matrix Item with Child variants.
Still not sure? Got questions? We're here to help. Email: support@salesorder.com.
Items are added to Line Item tables on Sales and Purchasing Documents to represent products, services, and calculations.
Items are the foundation of inventory management and transaction accounting.
Stock
Stock Assembly
Kit
Matrix Item
A Matrix Item is a product with variations, i.e. Color, Size. You can create a 'Master' (parent) Matrix Item with Child variants.
Non-Stock
Service
Charge, Discount, Markup
Group
Products/Services>Items+
Setup>ImportData>Items
This feature only works with items that have been imported from an external shopping cart like Shopify or Faire.
Items > Cart Actions > Link Items
Select item checkbox and then select ‘Link Items’
When the action is selected for the first time, a new column will appear on the list called ‘External Cart Mapping’.
This field displays the full name of the cart from which the item was imported. It indicates the original platform the item is mapped from, such as Shopify, Faire, or similar.
On the item record, cart name and item ID are shown Origin > Source Information > External Cart Mapping.
On the Advanced Search tab, you can choose to only view unlinked items using the ‘Show only Items not linked’ checkbox.
When Posting Documents i.e. Sales or Purchase Invoices are saved, Items post balances to the appropriate accounts of the General Ledger. Which accounts balances are posted (debited and credited) to is preset on the Accounting tab of the Item Master (Item type>Accounting tab)
After a posting Document is saved you can view the debits and credits using
Document>Action>Show Account Entries.
A unit of stock (SKU). See ‘’.
An SKU built from a bill of materials (BOM). See ‘’.
A Kit is the grouping of items that can be sold individually. Think of it as a template in which users populate with parts. A Kit differs from a Stock Assembly in as much as it does not adjust the stock when it is built, whereas an assembly decreases the stock of BOM items, and increases the stock of Assemblies. See ‘’.
This Item can be used to represent a product you don’t physically stock, this includes hard goods or services. See ‘’
This Item represents hours as a number (quantity) of units, plus the hourly rate (cost or price). See ‘’
These are fixed or percentage calculations you can preset and apply on the line item table to affect the previous row. See ''
Shorthand, or macro to add a group of items to the line item table. See ‘’
See
See .
