Items

Use the Items application to set up purchasing and inventory items for use in the Purchasing and Inventory applications.

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 Settings > Purchasing & Inventory > System.

Then, in Settings > Purchasing & Inventory > Company, 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).