Items

💡These articles explain how to create, edit and view items, including their attributes, categories, extension types, prices, costings and item summaries.

Articles#

• Item Attributes: Describes the Edit Custom Attributes screen and the estimating, constraint and substrate waste attributes for items.
• Item Attributes Tutorials: Shows when to use each kind of item attribute and how to add fixed attribute sets and manage custom attributes.
• Item Categories: Describes the buttons and fields of the item Categories screen.
• Item Categories Tutorials: Shows how to create, edit and delete item categories and subcategories and add them to items or remove them.
• Item Creation and Editing Interface: Describes the header, tabs, buttons and fields of the item edit view, Transaction Defaults, translations and the modal form.
• Item Creation and Editing Tutorials: Shows how to create, edit, copy, delete and translate items and complete each tab, including prices and costings.
• Item Extension Types: Describes the built-in item types and the extension types, such as Substrate (Sheets), Substrate (Reels) and Substrate (Square Metres).
• Item List Views Interface: Describes the buttons, filters and fields of the Default, Estimating, Pricing, Substrate, Inventory Summary, Serial Numbers and Batches item list views.
• Item List Views Tutorials: Shows how to view item information in the list views, update one or many records, add prices and rebuild the inventory report.
• Item Prices Explained: Describes the item price types and how cost, sell and accounting prices are calculated and used in transactions.
• Item Summary: Describes the buttons and fields of the Item Summary, with movement, reserved, on order, price history, serial numbers and batches per location.
• Item Summary Tutorials: Shows how to view an Item Summary, the transactions that changed, ordered or reserved stock, price changes, and serial numbers or batches.
• Item: Print Costing Example: Shows an example Costing item for full-colour printing per square metre, with its materials and routing.