Items—standard workflows

Items can be added while entering a sales or purchase transaction, or can be added directly in Order Entry, Purchasing, or Inventory Control.

Depending on your company configuration, you'll be prompted to enter different information about your items. For example, if your company has enabled start and end dates for items in Order Entry configuration, the Item Information page will include a Contract Term tab.

Add an item

1. Go to Inventory Control, Purchasing, Order Entry, Contracts, or Projects, > All and select Add (circle) next to Items.

2. Use the dropdown list to select the Item type.

   The item type determines the applications in which you can use the item. The options that appear in the dropdown list depend on the application through which you’re adding the item.

   In the Projects application, ensure that tasks selected on timesheets use the item type of Non-inventory or Non-inventory (sales only). These two item types are the only types that you can assign to a task and use to generate project invoices.

3. Enter a unique Item ID and Name. If this is a non-inventory item set the Default conversion type. Choose Quantity if billing is based on a number of units, or choose Price for billing a specific value.

4. Complete any of the optional information for this item, such as:

   • A more complete item description
   • The General Ledger accounts that you want to associate with this item
   • Characteristics unique to this item, such as cost, base price, shipping weight, and whether the item is taxable. (If you’re integrated with Avalara AvaTax, enter the tax code for automatic tax computation in transactions that include this item. If you’re using any VAT or Advanced Tax tax solution, enter the item tax group for the item for tax computation in transactions that include this item.)
5. If the Revenue recognition section appears, set default values for item delivery status and item or bundle deferral, and select the category that identifies the performance obligation of this item if sold as part of a multiple-element arrangement. The values only apply to kits and stockable kits.

6. If the Warehouse section appears, enter information about the item for each applicable warehouse:

   • In the table, select the Warehouse ID from the dropdown list.
   • Select Show details.

   • If the item uses the standard cost method, in the Standard cost entries table, enter at least one standard cost for the item as applicable to the warehouse. You can enter different standard costs for different date ranges.

     Any inventory postings before the first effective start date will use a cost of zero. The cost for the last effective start date is used for any postings after that date until a subsequent effective start date and cost is entered.

   • If replenishment is enabled for both the item and the warehouse, you can override the replenishment details for the item in this warehouse.

     Example

     Perhaps this warehouse is 2,000 miles away from the supplier from which you purchase the item while your other warehouses are within 100 miles of the supplier. You can add a row for the supplier and specify a longer lead time to override the lead time that's specified for the supplier on the Supplier history tab.

   To add more warehouses to this table, select the Add (circle) icon at the end of the last row.

7. If the Kits components section appears, enter information about each component in this kit. A kit enables a common combination of items to be ordered and invoiced as a single item, simplifying data entry. You can select inventory items, non-inventory items, and/or other kits.

   Learn more about standard and stockable kits.

8. If the Contract term tab appears, you can use the fields to specify whether an item is a contract and then define some of the terms of that contract, such as whether the item is sold, or has sold, based on the contract's start and end dates; number of periods; and whether, as a contract, the item is to be renewed automatically.
9. On the Supplier history tab if replenishment has been enabled on the Configure Inventory Control page, you can specify whether the item is to be included in the replenishment process. When enabled, you also enter the values to be used in the replenishment calculations, including details about each supplier who can supply the item. This information determines what's displayed on the Replenish Inventory page, which can be used to easily identify which items should be reordered and to automatically generate the purchase orders for the selected items.
10. On the Cross references tab, you can either view the cross-reference items for the item or create new cross-reference items. Learn more about item cross references.
11. If the Inquiry tab appears, you can view information about the transactions that are affecting the current on hold, on order, and in transit quantities for the item.

12. Select Save.

Edit or view an item

1. From Inventory Control, Purchasing, Order Entry, Contracts, or Projects, go to All > Items.

2. Find the item that you want to edit or view.

3. Select More actions > View or Edit at the end of the row.
   

4. Make your changes.

5. Select Save.

1. From Inventory Control, Purchasing, Order Entry, Contracts, or Projects, go to All > Items.

2. Select Edit or View next to the item.

Manage items for multi-currency, multi-entity companies

In Inventory Control, on the Item information page, you enter the price of each item in the company's base currency. In addition, you can assign foreign currencies to items in Order Entry. Consequently, the same items can have multiple price currencies within one price list or entire price lists can be in different currencies. Foreign-currency price lists apply to the Order Entry application but not to price lists in the Inventory Control or Purchasing applications.