Items Form or Dialog Box
Use the Items form or dialog box in the browser application to set up purchasing and inventory items for use in the Purchasing and Inventory applications.
Depending on where you are in Vantagepoint, this can launch as a form or dialog box. For more information, go to Display the Items Form or Dialog Box.
Basic Steps
The setup steps for items vary, depending on the type.
- To set up purchasing items, you enter information on the General and Vendors tabs of the Items form. You then add the purchasing items as line items on purchase orders that you enter in the Purchasing application. You can also use purchasing items to create equipment records directly in the Equipment hub (without creating a purchase order for them).
- To set up inventory items, you enter information on the General and Vendors tabs of the Items form. You then specify that the item is an inventory item on the Inventory tab.
Item Categories
Before you set up purchasing and inventory items, you must set up item categories for the purchase and inventory items and specify a type for each item category in the desktop application, in
.Then, in
, also in the desktop application, you specify the item categories and their general ledger accounts for your company (or for multiple companies, if you have more than one company).- Related Topics:
- Display the Items Form or Dialog Box
You display the Items form or dialog box in Purchasing. - Toolbar of the Items Form
Use the Items toolbar to enter, save, delete, or print information for an item. - General Tab of the Items Form
Use the General tab to set up purchasing and inventory items and basic information for them such as item number, description, and notes. - Vendors Tab of the Items Form or Dialog Box
Use the Vendors tab to enter a list of vendors who sell inventory and non-inventory items, with historical data for items that the vendors sell. - Inventory Tab of the Items Form or Dialog Box
Use the Inventory tab to identify an item as an inventory item and to enter inventory tracking information for each. This tab displays if you are authorized as an approver.
Parent Topic: Fields and Options