Item Class

Maintenance | Item Master | Chart of Account | Tax

Item Class

This maintenance screen allows the users to configure the item class to be used on categorizing their items.

Requirements before using Item Class

• The user should setup the following Maintenance Module in order to proceed on using the Item Class
  1. Chart of Account
  2. Tax

Item Class Record List

Adding Item Class

1. Click Item Class under Maintenance Menu
2. Under Item Class Menu Screen, Click Add Item Class Button
3. Fill up the necessary fields then click Save. Note: Fields with * are require fields

Item Class Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
1.Item Class	•Class of the Item	•Alphanumeric	None	25	Yes
2.Parent Class	•Parent of the Item Class	•Parent Class List Field	N/A	N/A	Yes
Accounting Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Account	N/A	N/A	Yes
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Account	N/A	N/A	Yes
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Account	N/A	N/A	Yes
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Account	N/A	N/A	Yes
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Account	N/A	N/A	Yes
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	N/A	N/A	No
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	N/A	N/A	No

Notes:

• Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.

• Tax Details are optional when creating an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
  • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account

Viewing Item Class

1. Go to Maintenance then Click Item Class
2. Select an Item Class that needs to view its details. Click the drop-down arrow then click View.
3. The user has an option to edit the Item Class upon viewing it.

Editing Item Class

1. Go to Maintenance then Click Item Class
2. Select the Item Class that needs an update. Click the drop-down arrow then click Edit
3. Update the necessary Fields and Click Save

Item Class Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
1.Item Class	•Class of the Item	•Alphanumeric	None	25	Yes
2.Parent Class	•Parent of the Item Class	•Parent Class List Field	Any inputs not mentioned in the allowed inputs *Inactive Item Class	N/A	Yes
Accounting Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Account	N/A	N/A	Yes
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Account	N/A	N/A	Yes
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Account	N/A	N/A	Yes
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Account	N/A	N/A	Yes
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Account	N/A	N/A	Yes
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	N/A	N/A	No
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	N/A	N/A	No

Notes:

• Accounting details are required when editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
• Tax Details are optional when editing an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
  • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account

Importing and Exporting Item Class

1. Under Item Class, Click Options

2. Under Options, The user may Export or Import The Record

• When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.

• When Importing the records, the user should follow the following steps provided in the Importing Item Class Screen such as

Item Class Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
1.Item Class	•Class of the Item	•Alphanumeric	None	25	Yes
2.Parent Class	•Parent of the Item Class	•Parent Class List Field	Any inputs not mentioned in the allowed inputs *Inactive Item Class	N/A	Yes
Accounting Details
Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Field?
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Account	Any inputs not mentioned in the allowed inputs	N/A	Yes
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Account	Any inputs not mentioned in the allowed inputs	N/A	Yes
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Account	Any inputs not mentioned in the allowed inputs	N/A	Yes
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Account	Any inputs not mentioned in the allowed inputs	N/A	Yes
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Account	Any inputs not mentioned in the allowed inputs	N/A	Yes
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	Any inputs not mentioned in the allowed inputs	N/A	No
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module	Any inputs not mentioned in the allowed inputs	N/A	No

Activating Item Class Record

Item Class can be Activated in two ways:

• Using drop-down arrow of a record can be used in single record Activation

• Using Activate Button for activating multiple record

Deactivating Item Class Record

Item Class can be deactivated in two ways:

• Using drop-down arrow of a record can be used in single record deactivation

• Using Deactivate Button for deactivating multiple record

Deleting Item Class Record

Item Class can be deleted in two ways:

• Using drop-down arrow of a record can be used in single record deletion

• Using Delete Button for deleting multiple record

Item Class Record Option

Actions Available base on Item Class Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑	☑

Notes:

• The user may edit the record under view screen.
• Item Class is required field on Item Master Module. Item Class can be use as long as its status is ACTIVE
  • INACTIVE Item class can still be used as long as it is already tag on the past records prior to its deactivation
  • Used Item Class record cannot be deleted.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.