Items

Adding New Item

To add an Item:

1. Click on the Gear icon in the system header. Select "Maintenance", then select “Items”.  The Manage Items page will be displayed.
2. Click “Options” button, then select “Add New Item”.
3. Add New Item form will be displayed. Fill it out:
   1. Item Group – for item group (goods, services) selection
   2. Item Code – accepts alphanumeric, max of 15 characters
   3. Item Name – accepts alphanumeric, special character, max of 100 characters
   4. Item Description – accepts alphanumeric, special character, max of 200 characters
   5. Selling Price (Net) – accepts numeric entry, max of 10 characters
   6. Debit Account – for selection of item’s default Sales Debit Account. Dropdown list of active Account Name with Account Class: Accounts Receivable from Chart of Accounts Data Maintenance
   7. Credit Account – for selection of item’s default Sales Credit Account. Dropdown list of active Account Name with Account Class: Revenue from Chart of Accounts Data Maintenance
   8. Purchase Price (Gross) – accepts numeric entry, max of 10 characters
   9. Debit Account – for selection of item’s default Purchase Debit Account. Dropdown list of active Account Name with Account Class: Cash, Cost of Sales, Current Assets, Current Liabilities, Income Tax, Inventory, Non-Current Assets, Non-Current Liabilities and Operating Expense from Chart of Accounts Data Maintenance
   10. Credit Account – for selection of item’s default Purchase Credit Account. Dropdown list of active Account Name with Account Class: Accounts Payable and Cash from Chart of Accounts Data Maintenance
   11. Revenue Type – for revenue type (Sales Tax Type) selection (displays “none” by default).
   12. Expense Type - for revenue type (Purchase Tax Type) selection (displays “none” by default)
4. After filling-out the form, click “Save” button to store new account details. Otherwise, click “Exit”, to discard entries and exit the form.

Importing Items

To add new Items by batch:

1. Click on the Gear icon in the system header. Select "Maintenance", then select “Items”.  The Item list will be displayed.
2. Click “Options” button, then select “Import Items”. Import Items pop-up window will be displayed.
3. Download the sample template by clicking the “here” link, and open the downloaded file.
4. On the downloaded template, fill-out the information needed for each columns of the template:
   • Sample filled-out Import Item template
     
     
     
5. After filling out the form, save it on your computer and upload it back to the system, then back to the Import Items pop-up window, click “Import”. Imported items will be displayed in the Item list.

Viewing, Editing, Deleting an Item

User can view, edit, delete accounts by clicking the corresponding function’s link in the Items list-specific account dropdown menu list.

Exporting Items

User can export the chart of accounts by clicking “Options” button, then click “Export Items”.