New item

Delete

To delete an item, you must first confirm a warning message: Are you sure you want to delete the record?

You cannot delete an item that is already in use in documents or business events. The program issues this warning: The item is already in use in other records and cannot be deleted.

Save

Saves the item into the register.

X (Cancel)

Returns you to the list of items.

Active

Enable this toggle button to show that the item is active, or disable it for inactive (archived) items. Even if an item cannot be supplied any more and its life cycle ended, it is still needed in the records, but it should be marked as inactive/archived.

If an item is marked as inactive, the line will color red, and an inactive item will no longer show on issued (invoices, packing lists etc.) and or received documents (purchase).

Code/Item

Item code is max. 16-character alphanumerical unique item code.

If you want to enter a code already used in the database, the program issues a warning: Item with this ID already exists.

When the item is saved and the code turns gray, the code cannot be changed anymore.

Code is mandatory data. If you do not enter it, the program marks the field red and does not let you save the item.

Item name

Enter a max. 40-character alphanumerical item name.

Supplier price

This is the purchase price in the original currency.

Sale price

The price for the first pricing level (excl. VAT). If the item is sold in wholesale, enter the price excl. VAT in this field.

Sale price is mandatory data. If you do not enter it, the program marks the field red and does not let you save the item.

Tax rate

From the drop-down menu, select the tax rate from the Tax rates register.

Retail price

The program automatically calculates the retail price from the selling price and the tax rate, i. e. the selling price increased for the VAT amount.

You can also reverse entering the data and first enter the retail price and the tax rate, and the program will calculate the net selling price.

If an item is sold in retail, enter its price incl. VAT into this field.

Retail price is mandatory data. If you do not enter it, the program marks the field red and does not let you save the item.

Wholesale price 1

Price for the second pricing level (excl. VAT). The names of pricing levels can be changed in PANTHEON.

Wholesale price 2

Primary classification

Select a code from the Classifications register, defining the item’s primary classification. In this field, the program offers two options:

• 1C – Category 1
• 2C – Category 2.

It is primarily used for marking an item’s selling characteristics.

Secondary classification

Select a code from the Classifications register, defining the item’s secondary classification. In this field, the program offers two options:

• 1C – Category 1
• 2C – Category 2.

Using two classifications (primary and secondary) means that items can be classified according to two different criteria, e. g. the item’s selling characteristics and the item’s technological characteristics.

Item type

Describes the item type. You can select it from the Item types register.

Item type is mandatory data. If you do not enter it, the program marks the field red and does not let you save the item.

Supplier code

This is a max. 16-character alphanumerical supplier’s code, either a speaking or an EAN code for this specific item. This data servers primarily for the user’s information. The program has integrated control over entering the supplier code.

Main supplier

From the drop-down menu, select the primary supplier for the item from the Subjects register.

Stock

Applies stock for the selected item. The stock in this field is the sum of stock in all warehouses.

Main unit of measurement

From the drop-down menu, select the main unit of measurement that will be used for movements with this item.

Main unit of measurement is mandatory data. If you do not enter it, the program marks the field red and does not let you save the item.

If the item is used as a service on the appointment calendar, enter the duration in hours.

IMPORTANT Time display depends on the settings in Chrome (chrome://settings/languages). If the selected language is English US, the clock will be displayed in 12-hour format with AM/PM .