# Items - which ones?

<details>

<summary>&#x3C;- Explore Related Content </summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Item Master](https://salesorder.wistia.com/medias/b5k0dt4sev)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Kits and Assemblies Explained](https://salesorder.wistia.com/medias/gyg4tcbj0g)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Assemblies No WMS](https://salesorder.wistia.com/medias/4t38u1cwjb)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Assemblies With WMS](https://salesorder.wistia.com/medias/ngvs6mym4o)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Kits No WMS](https://salesorder.wistia.com/medias/5nyt5n84vs)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[Kits with WMS](https://salesorder.wistia.com/medias/sbxew5h4tp)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Create a New Item](https://howto.salesorder.com/create-a-new-item/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Set up Preferred Supplier](https://howto.salesorder.com/set-up-preferred-supplier/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Ordered Item History](https://howto.salesorder.com/ordered-item-history/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Build Assembly Items (without WMS)](https://howto.salesorder.com/build-an-assembly-item-no-wms/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Break Assembly Items (without WMS)](https://howto.salesorder.com/break-an-assembly-item-no-wms/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FDXwczGByeGX9qZsndZIz%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=03e80098-54e5-4871-aad1-32d574799f83" alt="" data-size="line">[Items (the products you sell)](https://app.storylane.io/share/81bzgmptanlu)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FDXwczGByeGX9qZsndZIz%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=03e80098-54e5-4871-aad1-32d574799f83" alt="" data-size="line">[Create a simple Stock Item](https://app.storylane.io/share/73y6cmxtdl9h)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FDXwczGByeGX9qZsndZIz%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=03e80098-54e5-4871-aad1-32d574799f83" alt="" data-size="line">[Matrix Items](https://app.storylane.io/share/ez91yjhx1ke5)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FDXwczGByeGX9qZsndZIz%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=03e80098-54e5-4871-aad1-32d574799f83" alt="" data-size="line">[Units of Measure](https://app.storylane.io/share/ezqhobfks1ut)

</details>

### Check your Items can be modeled in the system

{% hint style="info" %}
We want you to be sure your product catalog can be accurately represented in Salesorder. Before you set up any Items you should **read ALL of this section** to check.
{% endhint %}

#### Answer these questions:

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).

{% hint style="warning" %}
You cannot change the type of an item once it is created
{% endhint %}

**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.&#x20;

{% hint style="warning" %}
You **cannot** modify the BOM on assemblies whilst you have ANY built stock on hand.&#x20;

You **can** purchase assembly items.&#x20;
{% endhint %}

Assembly Items can contain sub-assembly items in their BOM.

Assembly Items behave as stock items.&#x20;

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.

{% hint style="warning" %}
You cannot purchase kits. Kits cannot contain Kit Items in their BOMs; they can contain Assembly Items.
{% endhint %}

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 - need to know.

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.

### Supported Item types <a href="#z6bn3ijupf84" id="z6bn3ijupf84"></a>

| Stock                    | A unit of stock (SKU). See ‘[<mark style="color:blue;">Stock Items</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/stock-items-skus)’.                                                                                                                                                                                                                                                                                 |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Stock Assembly           | An SKU built from a bill of materials (BOM). See ‘[<mark style="color:blue;">Stock Assemblies</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/stock-assemblies)’.                                                                                                                                                                                                                                                      |
| Kit                      | 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 ‘[<mark style="color:blue;">Kits</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/kits)’. |
| 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                | This Item can be used to represent a product you don’t physically stock, this includes hard goods or services. See ‘[<mark style="color:blue;">Non-Stock Items</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/non-stock-items)’                                                                                                                                                                                       |
| Service                  | This Item represents hours as a number (quantity) of units, plus the hourly rate (cost or price). See ‘[<mark style="color:blue;">Service Items</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/service-item)<mark style="color:blue;">’</mark>                                                                                                                                                                        |
| Charge, Discount, Markup | These are fixed or percentage calculations you can preset and apply on the line item table to affect the previous row. See  '[<mark style="color:blue;">Calculation Items</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/calculation-items)'                                                                                                                                                                          |
| Group                    | Shorthand, or macro to add a group of items to the line item table. See ‘[<mark style="color:blue;">Group Items</mark>](https://helpwith.salesorder.com/products-services/items-which-ones/group-item)’                                                                                                                                                                                                                                           |

### Create an Item <a href="#id-5cu86dc678j" id="id-5cu86dc678j"></a>

<mark style="color:orange;">Products/Services>Items+</mark>

### Import Items <a href="#gzoi4h6cv21b" id="gzoi4h6cv21b"></a>

<mark style="color:orange;">Setup>ImportData>Items</mark>

#### Linking imported items

This feature only works with items that have been imported from an external shopping cart like Shopify or Faire.&#x20;

<mark style="color:orange;">Items > Cart Actions > Link Items</mark>

Select item checkbox and then select ‘Link Items’&#x20;

When the action is selected for the first time, a new column will appear on the list called ‘External Cart Mapping’.&#x20;

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 <mark style="color:orange;">Origin > Source Information > External Cart Mapping.</mark>

On the Advanced Search tab, you can choose to only view unlinked items using the ‘Show only Items not linked’ checkbox.&#x20;

### Item Accounting <a href="#aikmwdv2vqen" id="aikmwdv2vqen"></a>

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&#x20;

<mark style="color:orange;">Document>Action>Show Account Entries.</mark>

### Drop ship Items?

See [Drop Ship. ](https://helpwith.salesorder.com/sales/sales-orders/drop-ship)

### Special Order Items?

See [Special Orders](https://helpwith.salesorder.com/sales/sales-orders/special-orders-just-in-time).

#### Item List&#x20;

Learn how to resize and reorder lists [here](https://helpwith.salesorder.com/common-actions#resizing-and-sorting-columns-on-lists).&#x20;
