Item types
The Item types register can be found within the Items/products register/tab.
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 window can be divided into two sections:
- Command line – with the action button: New (opens a new page).
- List of item types – the biggest part of the screen with item types and their data. You can search through the list of item types in the Search field by name, code or type.
The list shows the following columns:
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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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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.
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