General
General
The General panel is divided in sections containing specific subsections:
General
| Primary Category |
Enter or select ID of primary category from Categories. Here you are offered both primary and secondary categories.
Primary category is used mainly in designating sales characteristics of the product. Contract prices of the category are otherwise used only for items from the Items register where it is entered as primary category!
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| Secondary Category |
Enter or select ID of secondary category from Categories. Here you are offered both primary and secondary categories.
Thus you can classify items by the following two criteria, such as:
- primary category, that is, according to the product's sales characteristics
- secondary category, that is, according to technolofical product characteristics. This field has an additional role in transport bills where it allows grouping by weight according to the secondary category.
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 Warranty |
Enter number of months of warranty period. Next to period is field where a document from Documentation can be selected. Such as warranty bill. In case the document is selected here while issuing this item in POSX module the Warranty bill can be issued together with invoice.
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| Serial Numbers, |
Each item can be assigned three basic statuses (these do not require a link to the Serial Numbers Templates) and three special statuses for which you have to determine the method in which serial numbers are generated in the Product Variants register or Serial Number Templates register.
See the basic three statuses below:
And then there are three special statuses, which are being used together with the Serial Number Templates register:
You can view available serial numbers in the Serial Numbers panel.
You cannot change value if stock is different than zero!
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| Serial Number Templates |
(use it to assign three special forms of serial numbers) Select a template ID from the Serial Number Templates. |
| Position on Price List within Category |
Enter consecutive number to include item in price list. |
| Base for Salary Calculation |
Check it, if the item is base for salary calculation. With any issue (also and especially in work orders processing) a window is opened after the quantity is entered where you can select an employee that performed the service.
ČIf you track work orders using this mechanism, by this you make a record of time used and achieving of norm (see Example of Manufacturing Primer proizvodnje z vgrajeno normirano storitvijo).
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| Quantities in Code |
(when using a barcode scanner) Check it, if item ID also contains received/issued quantity. Certain IDs already include the product quantity. The most frequent example is food industry, recording the weight of individual package to the EAN code. You can set parameters how will the read quantity be used. If checked, another Decimal Places field appears, in which the read quantity is displayed. To display quantity in two decimal places, enter thus:  |
| Default Quantity for POS |
Enter default quantity. The field is intended for entering quantity of items, the packing of which is greater than 1 piece. Example: milk carton = 12x1 l of milk.
Whenever you create a new item, value 1 will be recorded by default.
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| Show Description on Labels |
Check it in order to print item labels. If so, the text will be displayed on label. |
| Label Print Factor |
Enter the multiplier (e.g. 1 label = 1 pcs) in Label Print Factor and set unit of measurement in the dropdown list. |
| (unit of measurement) |
The unit of measurement for printing labels (see Properties). |
Accounts
One needs to take special care when entering criteria in the Accounts section. When posting to subject accounts and general ledger. data are taken from the Item Types register. Similar mechanism is used also in accounting for sales tax.
Set default department from the dropdown list which is then transferred to lines of documents of issue or receiving. Subsequently, they get transferred to the general ledger in automatic posting.
| Item Type |
Enter item type. The field cannot be left empty! If so, an error is returned (see Item type must be defined!). |
| Cost Account |
Enter or select it with items that are used for keeping track of costs (in invoices received). Set a default account to which the cost is posted. This way you can predefine a document for posting by assigning IDs on entering in invoice received and subsequent breakdown to individual lines. |
| Revenue Account |
Set account for IDs that are used in invoicing income (in invoices issued). You can also set a default account to which revenue from sales of goods/services is posted. The option is useful primarily with the IDs of costs for services rendered. |
| Contra acct. Mat. Cons |
This account is used only for internal received document when posting material consumption. Program will use this account only if checkbox in AP is marked.
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| VAT |
Set default tax type. It cannot be left empty! If so, an error is returned (see Tax type must be defined!). |
| Dept. |
| Cost Ctr. |
Set default cost center from the dropdown list which is then transferred to lines of documents of issue or receiving. Subsequently, they get transferred to the general ledger in automatic posting. |
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Before completing setting up, it is recommended that you take a look together with your accountant at the topic on automatic posting of invoices received and issued invoices! |
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If item type is changed when item already exists on a document, a message will appear: |
Properties
Enter item's dimensions that can then be used in the Customs module as well as for displaying waybills, packing slips and invoices:
| Primary U/M |
Enter or select primary unit of measurement.
At the same time it is used as multiplier for labels as well as the unit of measurement in specifications.
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| (multiplier) |
Enter multiplier to convert from primary to the bulk unit of measurement. If primary U/M is set to PCS, the secondary is set to PAL(ette) and multiplier is set to 10, it means that 1 palette contains 10 pieces. Use multiplier for calculating packages if you set it in Program Parameters.
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| Bulk U/M |
Enter or selecte default bulk U/M. |
| Net Weight |
Enter net weight per unit of measurement. |
| Gross Weight |
Enter gross weight per unit of measurement. |
| U/M |
Set unit of measurement (U/M). This uni of measurement is equivalent to U/M 3 in reports. |
| Width |
Enter width per U/M. |
| Height |
Enter height per U/M. |
| Depth |
Enter depth per U/M. |
| U/M |
Set unit of measurement (U/M). |
| Allowed shrinkage % |
Enter a number for allowed shrinkage (defined in percentage). It defines the amount of allowed shrinkage for an item on all warehouses. Information is used in report 2C6 (found on invoices issued report) |
| Shelf Lbl. Pr. Fac. |
Enter factor to multiply PCS and return price per KG.
Example: Enter value 5 for 200 g chocolate.
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| Shelf Label U/M |
Set U/M for shelf label. |
| Convert to UM for POS |
In case the item is selling in different UM on POSX documents then the switch is ON and the UM for POSX must be selected:
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You can view International U/M and corresponding conversion values here (PDF file 0.7 MB).
Customs
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Customs data are necessary when importing or exporting of goods and by transferring them via the customs warehouse! |
| Customs Tariff |
Enter or select a customs tariff. |
| Primary U/M |
Enter conversion value from primary U/M to customs U/M. If primary U/M is set to PCS, the customs U/M is set to KPL and conversion amount is set to 5, it means that 1 KPL contains 5 pieces. |
| Customs U/M |
Customs U/M is automatically set from Customs Tariff settings. |
| Declaration |
Enter default declaration ID.
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| Origin |
Enter or select country of origin. |
| Decl. Type |
Enter or select default declaration type.
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| Fgn. Inflows/Outflows
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Enter or select inflow/outflow for foreign transactions.
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