Items

Items | Chart of Account | Tax | Items Job Aids

Items

This maintenance screen allows the users to configure and add items to be used on their transaction.

Requirements before using Items Module

• The user should setup the following Maintenance Module in order to proceed on using the Items Module
  1. Chart of Account
  2. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Chart of Accounts Job Aids
  2. Tax Aids

Notes:

• Items Module will be used and reflected on the following Module
  • Sales Module
  • Purchase Module
  • Sales Journal
  • Sales Relief
  • Sales Report
  • Purchase Journal
  • Purchase Relief
  • Purchase Report

Items Menu List

Items Menu List

Field	Description	Expected Output
1. Options Menu	List of Options available when checking the Items	Add Items - Allows the user to add an Item Record Import Items - Allows the user to import item records from the template provided Export Items - Allows the user to export items records to a spreadsheet
2. Search Bar	Allows the user to search for an item record	Alphanumeric
3. Display	Allows the user to filter the number of records to viewed on one page	10/15/20/50/100
4. Items Record List	List of Records of the Item based from their Item Code, Item Name and Item Description	Item List from Items Maintenance Module

Items Options List

Items Options List

Notes:

• For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found here

Add New Items

Add New Items Module List

Field	Description	Expected Output
1.Item Group	Item Group categorization of the Item	Goods/Services
2.Item Code	Reference Code of Item	Alphanumeric
3.Item Name	Name of the Item	Alphanumeric
4.Item Description	Description of an Item	Alphanumeric
5.Selling Price(Net)	Net Sale Price of An Item	Numeric
6.Debit Account(Sales)	Debit Account on Sales Details	Account List from Chart of Account Maintenance Module
7.Credit Account(Sales)	Credit Account on Sales Details	Account List from Chart of Account Maintenance Module
8.Purchase Price(Gross)	Gross Price of an Item	Numeric
9.Debit Account(Purchase)	Debit Account on Purchase Details	Account List from Chart of Account Maintenance Module
10.Credit Account(Purchase)	Credit Account on Purchase Details	Account List from Chart of Account Maintenance Module
11.Revenue Type	Tax Revenue Type of an Item	Tax List from Tax Maintenance Module
12.Expense Type	Tax Expense Type of an Item	Tax List from Tax Maintenance Module

Items View Records

Items View Record

Items Record Option Menu

Items Record List

Notes:

• For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found here

Items Import Menu

Items Import Menu