Items

Overview

An Item  is something you buy, sell or consume.  Items are the backbone of the system in that Items are used in every Transaction and drives sales,  costs of sales and inventory.     An Item can be physical like a part or assembly but it can also be a Service or Other Charge like shipping.  Therefore, before an Item is added to the system, the following points are to be considered:

  • Whether to track inventory for the item.
  • Whether to use a bill or materials or kit. 
  • Is the item part of a style.
  • Does the Item have serial or lot numbers.  
  1. Part - use for products that you track, buy, sell or use in production but do  not assemble. 
  2. Non-inventory Part - use for products that you do buy, sell or use in  production but do not track. 
  3. Service - use for the services you perform for other companies as well as a  component in an assembly representing the labor applied to finished goods. 
  4. Other Charge - use for miscellaneous things you charge your customers or pay  your vendors.
  5. Assembly - use for products that you track, buy, sell, use in production and  assemble.   An assembly will contain a 'bill of materials' which list of  components that may be parts, non-inventory, services, other charges and  assemblies that comprise the finished good.   You will use a work order to build  assemblies out of components. 
  6. Job - use for 'fixed contract' service in which you do not wish to list  specifically all the labor and parts you use.   You will use a work order to  complete a job.
  7. Kit - use to sell a group of items together.  A kit is different than an assembly in  that the Kit itself is not an item whereas the assembly is an item.  When you ship a  kit, you are actually shipping the individual items within the kit  where as when you ship an assembly, you DO NOT ship the individual components  but rather the assembly.  That being said All Orders allows you to create a  configured assembly which you can use to give your customers options at order  time.