Entering an Item

The Item register is available in the Sales Orders, Purchase Orders and Sales Ledger modules, and from the Contracts, Production, Quotations, Service Orders and Job Costing modules if installed. It is also available as a setting in the Stock module.
To open the Item register, first use the [Switch Module] button in the Navigation Centre to enter one of the modules mentioned above. Then, if you are using Windows or Mac OS X, click the [Registers] button, also in the Navigation Centre and double-click 'Items' in the subsequent list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Items' in the 'Registers' list.

The 'Items: Browse' window will be opened, showing the Items that you have already entered.

To enter a new Item, select 'New' from the Create menu in the Button Bar(Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight an Item similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Items: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Item: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Item. Complete the Item record as appropriate, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.

Since the amount of information stored about each Item will not fit on a single screen, the Item window has been divided into eleven cards (if you have access to the BI module, there will be twelve cards). At the top of each is the header. This contains the Item Number, Item Group and Description, and the Closed check box. There are eleven (or twelve) named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Item you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Texts' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.


The Item register in Standard ERP:

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