Item Types
The Inventory feature lets you track and manage the items and services your company buys and sells. Item records track a wide range of information in your account, including physical inventory, and more.
Item records include the following:
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Records to track physical items that you manage, including:
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Records include items you purchase and sell, but do not manage a physical inventory for, including:
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Clustering item records are used to assemble or package several items into one unit, including:
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Item records can help you with transaction management for selling and purchasing items, including:
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Use Other Charge Items to track purchase or sale charges that don't fit into any of the other categories. For example, for gift wrapping charges or vendor rush shipment charges.
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Use Description Items to add text to purchase and sale transactions, such as special shipping instructions or disclaimers.
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Use Discount Items on sales transactions to apply discounts to the items being sold.
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Use Expense Items to charge tracked project expenses back to customers using the Charged-Based Billing feature.
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Use Matrix Items to create a matrix of records. An item matrix uses parent item and subitems to track items by options such as size and color. You can create a matrix for inventory, non-inventory, other charge or service items.
To convert Non-Inventory and Other Charge Items to an Inventory Item, enable Serialized and Lot items first. Then choose to convert to Simple Inventory Item, Lot Inventory Item, or Serialized Inventory Item.