Items

💡These articles explain how to set up and edit Items, Item Categories and Item Classes, item views and summaries, costings, pricing and the online library.

Articles#

• Asset Items & Depreciation Tutorial: Shows the ten steps to set up asset accounts, Item Classes, Items and a Transaction Type so BOS Enterprise posts straight-line depreciation journals.
• Costings List View: Describes the Costings settings and the Transactions, Items, Summary and Board views of the Costings module.
• Item Categories: Describes the Item Categories screen, where you create and edit categories and subcategories and set which item tabs must be completed.
• Item Categories Tutorial: Shows how to create, edit and delete Item Categories, add subcategories and notes, change the Item Class, set default tabs and enable or disable fields.
• Item Classes: Describes the Item Classes list and edit views and the SQL, input field and checklist editors used to group settings, user-defined fields and checklists.
• Item Classes Tutorial: Shows how to create, copy and delete Item Classes and add input fields, selectable stored procedures, checklists and SQL descriptions to them.
• Item Creation and Editing: Describes the item edit form, its buttons, header fields and tabs, from Image & Specs and Units to Costing & Pricing, Inventory and Dependencies.
• Item Creation Tutorial: Shows how to create an Item from scratch by completing the header and each tab, such as Units, Inventory and Accounting, then view its price history.
• Item Customisation: Describes the Make and Model lookup lists you can set up to classify Assembly and Material items further.
• Item Customisation Tutorial: Shows how to create and edit the Make and Model lookup lists you select from on an Item.
• Item Dependencies: Describes item dependencies, the user setting that grants access to them and the Dependencies tab, which shows dependencies from Item and Estimate Costings.
• Item Editing Tutorial: Shows how to copy Items with or without costing, edit and format Items, batch update them in different views and import from the Online Library.
• Item Locations: Describes the list and edit views for Inventory Locations, with their buttons, fields and tabs, so you can track stock across warehouses and branches.
• Item Locations Tutorial: Shows how to create, edit and delete Inventory Locations and limit each one to specific Transaction Types and Categories.
• Item Settings: Lists the user, general and Transaction settings that control access to items, inventory views, the Item Summary and other Items module features.
• Item Summary: Describes the Item Summary panel opened from the context menu, with its Search, Detail, Inventory, Dependencies and Transactions tabs.
• Item Summary Tutorial: Shows how to open an Item Summary and use it to search related Items and view inventory, movements, batches, serial numbers, dependencies and transactions.
• Item Views: Describes the Default, Estimating and Assets list views of items, with their buttons, filters, fields and batch update actions.
• Item Views Tutorial: Shows how to view Items in the Default, Estimate and Assets views, filter inventory and non-inventory Items, refine audits and email the report.
• Online Library: Describes the QuickEasy online library of items, the server and licence settings it needs and how to import library records into your database.
• Pricing: Describes the Pricing module's user and general settings, how fixed costs, prices and unit prices work and the Data Pipelines for Output Templates.
• Pricing Tutorials: Shows how to view prices, create, copy, edit and delete company Price Lists, link Customers to prices and print or email Price Lists.
• Selling Prices Tutorial: Shows how to view and batch update Selling Prices with or without a Price List, set auto-updates, delete prices and import or export them as .csv files.
• Service Prices Tutorial: Shows how to view Service Prices, change several at once with a batch update and update them from Cost Centres.
• Supplier Prices Tutorial: Shows how to view, batch update and delete Supplier Prices, update them to the last purchase price and open the last Purchase Order.