Items - which ones?

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Item Master

Kits and Assemblies Explained

Assemblies No WMS

Assemblies With WMS

Kits No WMS

Kits with WMS

Create a New Item

Set up Preferred Supplier

Ordered Item History

Build Assembly Items (without WMS)

Break Assembly Items (without WMS)

Items (the products you sell)

Create a simple Stock Item

Matrix Items

Units of Measure

Check your Items can be modeled in the system

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.

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).

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: [e-mail].

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

Stock	A unit of stock (SKU). See ‘Stock Items’.
Stock Assembly	An SKU built from a bill of materials (BOM). See ‘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 ‘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 ‘Non-Stock Items’
Service	This Item represents hours as a number (quantity) of units, plus the hourly rate (cost or price). See ‘Service Items’
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 'Calculation Items'
Group	Shorthand, or macro to add a group of items to the line item table. See ‘Group Items’

Create an Item

Products/Services>Items+

Import Items

Setup>ImportData>Items

Item Accounting

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.

Drop ship Items?

See Drop Ship.

Special Order Items?

See Special Orders.