New item type
The action button: New (item type) can be found within the Items/products register/tab under Item types.
On the left, the toolbar lists all the registers as clickable tabs. On the right, you can find a button specifically for the Item types register: New.
Clicking on this button opens the Item type panel for adding a new item type to the register.
The toolbar now changes and also shows the buttons Save and X (Cancel).
The fields below are:
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Code
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3-character alphanumerical code of item type.
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Name
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A max. 30-character classification name.
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Type
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From the drop-down menu, select the item – the predefined options are:
- B – Goods (Goods purchased for further sales or use in own production. This is the most commonly used item type.)
- S – Service (Stock is not tracked for services.)
- P – Item
- C – Composite goods
- K – Consignment goods
- A – Packaged goods
- M – Material
- E – Packaging
- U – Compiled service
- G – Commodity package
- H – Service package
- F – Fixed assets
- R - Rent.
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After entering all the required data, click on the Save button in the upper-right corner of the panel.
After saving a new item type, a new button apperas in the right corner of the toolbar: Delete. Deleting an item type is only possible if that item type has not been used on any documents yet.