The following instructions tell you how to add a steel or non-steel item to the item library.
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Use the search options to make sure the item is not already in the system. See Find and edit an item if you need help with this. |
1. Go to Items & Inventory >
Item.
A list of items is displayed.
2. Click New.
The Item form is displayed.
It has the following tabs:
§ Details
Enter all the details about the new item, such as the name and dimensions
(for a steel item).
See Item Details for
a full list of the fields and buttons on this tab.
§ Item
Properties
Enter general information about the item such as scrap length and settings
that are used in both production and inventory.
See Item Properties
for a full list of the fields and buttons on this tab.
§ Purchasing
Information
List the suppliers for the item and specify the steel lengths (for steel
items) that are available along with cost prices. You can also specify
who your default supplier for this item will be.
See Item Purchasing
Information for a full list of the fields and buttons on this tab.
§ Selling
Information
Specify any selling information that is used for particular customers.
See Item Selling
Information for a full list of the fields and buttons on this tab.
§ Cross
References
List alternative names for the item. These are used, for example, in the
following situation. You set up an item in the item library. You then
import a preliminary listing that contains the item but with another name.
If the other name is specified here on the Cross
References tab, the item is still recognised by the import process.
See Item Cross References
for a full list of the fields and buttons on this tab.
§ Labour
Usages
Specify labour usages for the item. These are used for Estimating.
See Item Labour Usages
for a full list of the fields and buttons on this tab.
§ Custom
Fields
See Supplier
- Custom Fields for a full list of the fields and buttons on this
tab.
§ Attachments
See Supplier
- Attachments for a full list of the fields and buttons on this tab.
§ Information
See Supplier
- Information for a full list of the fields and buttons on this tab.
3. Fill in the information as required in the various tabs
and click Save.
See also:
Use the Section Wizard to create items
Batch update item information
Copy supplier lengths
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If you are creating multiple
item records, use the Save As New
button. |
