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

Adding Item Class

1. Go to Maintenance then Click Item Class
2. Click Add Item Class Button
3. Fill up the necessary fields then click Save.

Field	Description	Expected Values
1.Item Class	•Class of the Item	•Alphanumeric
2.Parent Class	•Parent of the Item Class	•Parent Class List Field
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Accounts
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Accounts
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Accounts
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Accounts
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Accounts
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module

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

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

Field	Description	Expected Values
1.Item Class	•Class of the Item	•Alphanumeric
2.Parent Class	•Parent of the Item Class	•Parent Class List Field
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Accounts
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Accounts
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Accounts
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Accounts
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Accounts
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module

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
  • Downloading the template link provided under Step 1.
  • Filling up the information needed for each columns of the template
  • Uploading the updated Template

Item Class Import Details

Item Class Details
Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1. Item Class	Defines the item base from properties and attributes	*Alphanumeric *Special Characters	*Up to 25 characters	Yes
2. Parent Class	The Item Class being inherited from	*Existing Item Class record from Item Class Maintenance Module	*Any inputs not mentioned in the allowed inputs *Inactive Item Class	Yes
Accounting Details
Field	Description	Allowed Inputs	Input Restrictions	Required Field?
3. Sales Debit Account	Assigned Debit Account when selling an Item	*Account Name under Account List provided in Chart of Accounts Maintenance Module	*Any inputs not mentioned in the allowed inputs	Yes
4. Sales Credit Account	Assigned Credit Account when selling an Item	*Account Name under Account List provided in Chart of Accounts Maintenance Module	*Any inputs not mentioned in the allowed inputs	Yes
5. Purchase Debit Account	Assigned Debit Account when Purchasing an Item	*Account Name under Account List provided in Chart of Accounts Maintenance Module	*Any inputs not mentioned in the allowed inputs	Yes
6. Purchase Credit Account	Assigned Credit Account when Purchasing an Item	*Account Name under Account List provided in Chart of Accounts Maintenance Module	*Any inputs not mentioned in the allowed inputs	Yes
7. Inventory Account	Assigned Account on Inventory Changes	*Account Name under Account List provided in Chart of Accounts Maintenance Module	*Any inputs not mentioned in the allowed inputs	Yes
8. Revenue Type(Tax)	Assigned Tax Type on Tax Revenue	*Tax Name under Tax Type List provided in Tax Maintenance Module	*Any inputs not mentioned in the allowed inputs	No
9. Expense Type(Tax)	Assigned Tax Type on Tax Expense	*Tax Name under Tax Type List provided in Tax Maintenance Module	*Any inputs not mentioned in the allowed inputs	No

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.