Setup/Setting Up Items

7.0. Items Setup

Creating Items

Items are used in the content of your document like your Quotation, Delivery Order, Sales Invoices, Purchase Order, Supplier’s Invoice, etc.

To go into greater detail creating item group, click on this link: 

Creating Service Item (Tax Inclusive)


STEPS:
  1. Click SETUP activity
  2. Click ITEM DETAILS
  3. Click ITEM module
  4. Click NEW
  5. CODE enter SVC001
    1. Enter a unique code.
  6. GROUP select Service Group 
    1. This set if this item is a service, inventory or a Remark Item.
  7. DESCRIPTION enter
    1. Deliver Service
    2. Collect From:
    3. Delivery To: 
  8. Contact:
    1. (shift-enter for new line entry) 
    2. Enter the description that you would like to appear on the document.
    3. Note that you can enter multiple lines. At the document you may still be able to add or amend the description.
  9. UOM enter Trip 
  10. Unit of Measure
    1. e.g. Pcs, Kg, M, Lot, etc.
  11. QTY DECIMAL enter 2 
    1. This set the number of decimal points to display at the document.
  12. COST PRICE enter 0 
    1. This Unit Price amount will appear in Purchase Activity e.g. P.O., R.O. and Supplier Invoice, etc. In this example, it is 0 as this item is for sales use.
  13. SELLING PRICE enter 80
  14. SELLING PRICE (TAX INCLUSIVE) enter 80
    1. This Unit Price amount will appear in Sales Activity
    2. e.g. Quotation, D.O. and Sales Invoice, CRN, etc. Tax Inclusive selling price is the amount you would like to charge if you are absorbing the GST.
  15. MIN. STOCK LEVEL Tick to Enable 
    1. To monitor minimum stock level.
  16. CATEGORY- 1, 2, 3 
    1. This set the categories and sub-categories this item is grouped.
    2. Details of this will be discussed during Inventory training.
  17. IMAGE 
    1. See article Setting Up Image Picture
  18. INACTIVE Un-Tick 
    1. If tick, this will exclude this item for document use.
  19. Click ADD 

Creating Service Item (Tax Exclusive)



STEPS:
  1. SETUP activity
  2. Click Item Details
  3. Click Item
  4. Select a SVC002
  5. Click DUPLICATE
  6. CODE enter SVC002
  7. GROUP select Service Group
  8. DESCRIPTION enter Truck Rental
  9. UOM enter Day
  10. QTY DECIMAL enter 2
  11. COST PRICE enter 120
  12. SELLING PRICE enter 0
  13. SELLING PRICE (TAX INCLUSIVE) enter 0
  14. CATEGORY - 1, 2, 3
  15. INACTIVE Un-Tick
  16. Click ADD 
    1. Selling prices are 0 as this item is intent for Purchase use.

Creating Remark Item


Alert
STEPS:
  1. Click on SETUP > ITEM DETAILS > ITEM
  2. Click on 'NEW'.
  3. Fill up the following fields:
    Code - For internal identification
    Group - Select the Remark group
    (By selecting this group, it will hide the Qty/UOM/Unit Price)
    Description - Simple elaboration for the intent of this Item
  4. Click 'ADD'.


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