Setup/Setting Up Items

Setup/Setting Up Items

Creating Items

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

Creating New Service Item

Info
Location
Setup>Item Details> Item module
Info
Action
> Click SETUP activity
> Click ITEM DETAILS
> Click ITEM module
> Click NEW
> CODE enter SVC001
Enter a unique code.
> GROUP select Service Group
This set if this item is a service, inventory or a Remark Item.
> DESCRIPTION enter Deliver Service Collect From: Delivery To: Contact:
(shift-enter for new line entry)
Enter the description that you would like to appear on the document.
Note that you can enter multiple lines. At the document you may still be able to add or amend the description.
> UOM enter Trip Unit of Measure e.g. Pcs, Kg, M, Lot, etc.
> QTY DECIMAL enter 2
This set of number of decimal points to display at the document.
> COST PRICE enter 0
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.
> SELLING PRICE enter 80
> SELLING PRICE
(TAX INCLUSIVE) enter 80
This Unit Price amount will appear in Sales Activity
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.
> MIN. STOCK LEVEL
Tick to Enable To monitor minimum stock level.
> CATEGORY-1,2,3
This set the categories and sub-categories this item is grouped.
Details of this will be discussed during Inventory training.
> IMAGE
See Page 90 - 6.1.1.3 How can I insert an Image Picture to Item
> INACTIVE Un-Tick If tick, this will exclude this item for document use.
> Click ADD


Info
Location
Setup> Item Details> Item module
Info
Action
> SETUP activity
> Click Item Details
> Click Item
> Select a SVC001
> Click DUPLICATE
> CODE enter SVC002
> GROUP select Service Group
> DESCRIPTION enter Truck Rental
> UOM enter Day
> QTY DECIMAL enter 2
> COST PRICE enter 120
> SELLING PRICE enter 0
> SELLING PRICE
(TAX INCLUSIVE) enter 0
> CATEGORY-1,2,3
> INACTIVE Un-Tick
> Click ADD
Selling prices are 0 as this item is intent for Purchase use.

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