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Items
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- Last edited 2 years ago by Gelo
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Contents
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
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Notes:
- Items Module will be used and reflected on the following Module
| 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
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
| 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 Record Option Menu
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
| Modules | |
|---|---|
| Maintenance | Chart of Account | Items | Pro Price List | Tax |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Job Aid Modules | |
| Maintenance Aids | Chart of Accounts Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase | Purchase Job Aids |
| Reports Aids | Sales Journal Job Aids | Sales Relief Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids |