Entering an Item
To open the Item register, click the [Items] button in the Master Control panel, or use the Ctrl-8 (Windows and Linux) or ⌘-8 (Macintosh) keyboard shortcuts.
The 'Items: Browse' window is opened, showing all Items already entered.
To enter a new Item, click [New] in the Button Bar or use the Ctrl-N (Windows) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, select an Item similar to the one you want to enter and click [Duplicate] on the Button Bar.
The 'Item: New' window is shown, empty if you clicked [New] or with a copy of the copied Item. Complete the Item record as appropriate, then save it using the [Save] button and close the window by clicking the close box. Then, close the browse window using the close box again.
- No.
- Enter the unique identification code you are assigning to this Item. This is the means by which you will identify the Item when including it in Invoices. The field holds up to 20 characters.
- Group
- Paste Special
Item Groups setting
- Enter the Item Group to which this Item belongs. Item Groups enable you to classify similar Items together.
- Name
- Enter the name or a short description of the Item.
- Price
- Used as default in
Sales Invoices
- Enter the normal sales price for the Item here.
- Unit
- Specify here the quantity to which the Price refers. In the majority of cases, this will be a single item, but otherwise it might be a pair or a dozen.
- Sales Accounts
- Paste Special
Accounts setting
- When you use this Item in an Invoice, one of the three Sales Accounts entered here will be offered as a default, depending on the Zone of the Customer. It will override any Sales Account specified in the Account Usage S/L setting. If there is a record in the Prices setting for the appropriate Item/Price List combination with a Sales Account, that Sales Account will take precedence over the one entered here.
- VAT Codes
- Paste Special
VAT Codes setting
- When entering Invoices and including this Item, one of the three VAT Codes entered here will be offered as a default, depending on the Zone of the Customer. It will override any VAT Code specified in the Account Usage S/L setting.
- This Code will determine the rate at which VAT will be calculated for this Item when it is sold and the Account to be credited with the VAT amount.
