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Item types

The Item types register can be found within the Register | Items.

Hint
  • Categorizing items into groups is important for filtering different overviews and reports. Items can be assigned with classifications and item types. In addition, the item type is important because different item types have different characteristics: services are not tracked for stock; a specification van only be customized for certain item types; etc.
  • Assigning the item type to items is mandatory. Some basic item types are predefined, but you can expand the list to an unlimited number of item types.

 

The display mask can be split into two parts:

  1. Selected Item type – with action buttons.
  2. Item types list – access to list 

 

1. Selected Item type

Type

3-character alphanumerical code of item type.

Name

A max. 30-character classification name.

Type

Predefined options for item types 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.
Save changes.
Opens a new page for adding new items type.
   Delete opened Item type.

2. Item types list

Clicking opens the item types list. The arrows allow navigation between entries.

You can search through the list in the Search field or by Type.

Selecting  Type or Name opens item type details.

 

 

 

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