Creating Item Records

Items are the goods and services you sell to customers, and the parts and raw materials you purchase from vendors. They can also include line items on sales and purchase forms. For example, discounts and miscellaneous charges.

Depending on the product you use and the features you enable, some item types might not be available for you to use. If you have questions about the availability of certain item types, contact your account representative.

To create an item record:

  1. Go to Lists > Accounting > Items > New.

  2. Click the Item Type you want to create.

    For more information, see Item Types.

  3. Select a Custom Form.

    For more information, see Custom Forms.

  4. Enter an Item Name/Number. You can enter up to 60 characters.

    This name appears in lists on transactions.

    • If you have the option to enter a display name and do not, the item name prints in the sales form Item column.

    • If you have the option to enter a vendor name and do not, the item name prints in the purchase form Item column. If you enter a display name, it will print on purchases instead of the item name when Basic printing is used.

  5. Enter additional information as necessary. You can enter general information in the item record header. You can also enter information on the available subtabs.

    The fields and subtabs that appear depends on the features you have enabled and the type of record you view.

  6. Click Save.

Related Topics

Item Record Header Fields
Copying and Importing Item Records
Creating Item Records

General Notices